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Philippines’ Best Mutual Funds (as of 3rd Quarter 2018)




Where can you invest your money? If you’re interested to invest passively, check out Mutual Funds and Exchange Traded Funds (ETF) in the Philippines.

Are these good investments? To help you decide, we compiled the performance of all Mutual Fund and ETF offerings from January to September 2018. See the complete results in the performance rankings below which show how much each fund had gained (or lost) as of the 3rd quarter this year.

To start off, here are the Top 3 Philippine Mutual Funds in each investment category. You will see that some funds will show negative returns. That’s because Philippine stocks have been on a downtrend in the last few months and, in fact, the Philippine Stock Exchange index (PSEi) is currently down more than 14% so far this year. Despite losses, the “top funds” below are recognized as such since they had the least amount of losses among their investment peers.

Top 3 Mutual Funds by Category (January to September 2018)

Top 3 Peso Equity Mutual Funds

  1. United Fund: -11.97%
  2. Philequity Dividend Yield Fund: -12.31%
  3. Philequity Fund: -12.62%

Top 3 Peso Balanced Mutual Funds

  1. NCM Mutual Fund of the Phils.: -8.81%
  2. Solidaritas Fund: -9.24%
  3. Sun Life of Canada Prosperity Balanced Fund: -9.76%

Top 3 Dollar Balanced Mutual Funds

  1. Sun Life Prosperity Dollar Advantage Fund: +1.16%
  2. Sun Life Prosperity Dollar Wellspring Fund: -1.35%
  3. Cocolife Dollar Fund Builder: -2.85%

Top 3 Peso Bond Mutual Funds

  1. Cocolife Fixed Income Fund: +4.0%
  2. ALFM Peso Bond Fund: +1.33%
  3. Ekklesia Mutual Fund: +0.88%

Top 3 Foreign Currency Bond Mutual Funds

  1. ALFM Dollar Bond Fund: -0.11%
  2. ALFM Euro Bond Fund: -0.23%
  3. Philequity Dollar Income Fund: -0.56%

Top 3 Peso Money Market Mutual Funds

  1. Sun Life Prosperity Money Market Fund: +1.92%
  2. ALFM Money Market Fund: +1.84%
  3. Philam Managed Income Fund: +1.24%

Performance Ranking: Mutual Funds and ETF in the Philippines

Here is the complete list of all Mutual Funds and ETF in the Philippines, ranked from the best to the worst performing fund per category, from January to September 2018.

PESO EQUITY MUTUAL FUNDS – PERFORMANCE RETURNS 
Gains / Losses in September 2018

 PESO EQUITY FUNDSJan-Sep 2018 YTD Gain (Loss) %Sep 2017-Sep 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1United Fund-11.97%-7.21%2.84%1.60%
2Philequity Dividend Yield Fund-12.31%-8.77%1.54%No Data
3Philequity Fund-12.62%-8.35%2.10%3.30%
4Sun Life Prosperity Philippine Equity Fund-13.10%-9.43%1.32%1.82%
5Climbs Share Capital Equity Investment Fund-13.40%-12.31%No DataNo Data
6ATRAM Alpha Opportunity Fund-13.54%-14.46%4.68%2.01%
7Soldivo Strategic Growth Fund-13.75%-10.85%-0.90%No Data
8First Metro Save and Learn Equity Fund-14.42%-9.64%-0.83%0.80%
9Philippine Stock Index Fund-14.54%-10.59%1.56%3.14%
10PAMI Equity Index Fund-14.59%-10.89%1.18%No Data
11Philequity PSE Index Fund-14.65%-10.66%1.80%3.41%
12Sun Life Prosperity Philippine Stock Index Fund-14.72%-10.85%1.63%No Data
13Philam Strategic Growth Fund-14.96%-12.15%-0.27%0.15%
14ALFM Growth Fund-15.65%-12.31%0.09%1.43%
15ATRAM Philippine Equity Opportunity Fund-16.14%-12.41%1.51%0.44%
16One Wealthy Nation Fund-17.13%-15.24%No DataNo Data
17First Metro Consumer Fund on MSCI Phils. IMINo DataNo DataNo DataNo Data
18MBG Equity Investment FundNo DataNo DataNo DataNo Data

EXCHANGE TRADED FUND – PERFORMANCE RETURNS 
Gains / Losses in September 2018

 PESO EQUITY ETFJan-Sep 2018 YTD Gain (Loss) %Sep 2017-Sep 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1First Metro Phil. Equity Exchange Traded Fund-14.21%-10.11%2.79%No Data

DOLLAR EQUITY MUTUAL FUNDS – PERFORMANCE RETURNS 
Gains / Losses in September 2018

 DOLLAR EQUITY FUNDSJan-Sep 2018 YTD Gain (Loss) %Sep 2017-Sep 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Sun Life Prosperity World Voyager Fund3.43%9.87%No DataNo Data
2ATRAM AsiaPlus Equity Fund-7.73%-1.72%6.44%1.22%

PESO BALANCED MUTUAL FUNDS – PERFORMANCE RETURNS 
Gains / Losses in September 2018

 PESO BALANCED FUNDSJan-Sep 2018 YTD Gain (Loss) %Sep 2017-Sep 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1NCM Mutual Fund of the Phils.-8.81%-5.98%0.53%0.56%
2Solidaritas Fund-9.24%-7.37%0.41%2.02%
3Sun Life of Canada Prosperity Balanced Fund-9.76%-7.20%-0.06%0.64%
4First Metro Save and Learn Balanced Fund-9.77%-7.08%-2.65%-2.14%
5Sun Life Prosperity Dynamic Fund-10.04%-7.37%-0.42%No Data
6Grepalife Balanced Fund-10.78%-9.13%No DataNo Data
7ATRAM Philippine Balanced Fund-10.95%-8.67%0.54%0.56%
8Philam Fund-11.52%-10.08%-1.10%-0.54%
9PAMI Horizon Fund-11.57%-9.91%-1.09%-0.52%
10ATRAM Dynamic Allocation Fund-12.31%-9.92%-2.57%-1.56%

DOLLAR BALANCED MUTUAL FUNDS – PERFORMANCE RETURNS 
Gains / Losses in September 2018

 DOLLAR BALANCED FUNDSJan-Sep 2018 YTD Gain (Loss) %Sep 2017-Sep 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Sun Life Prosperity Dollar Advantage Fund1.16%5.85%7.31%3.75%
2Sun Life Prosperity Dollar Wellspring Fund-1.35%0.96%No DataNo Data
3Cocolife Dollar Fund Builder-2.85%-2.64%No Data2.26%
4PAMI Asia Balanced Fund-5.97%-2.74%4.77%-0.53%

PESO BOND MUTUAL FUNDS – PERFORMANCE RETURNS 
Gains / Losses in September 2018

 PESO BOND FUNDSJan-Sep 2018 YTD Gain (Loss) %Sep 2017-Sep 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Cocolife Fixed Income Fund4%5.48%5.33%5.34%
2ALFM Peso Bond Fund1.33%1.55%1.79%1.70%
3Ekklesia Mutual Fund0.88%0.03%1.09%1.10%
4First Metro Save and Learn Fixed Income Fund-0.08%-0.14%0.02%0.36%
5Sun Life of Canada Prosperity Bond Fund-0.62%-0.25%0.19%0.40%
6Philequity Peso Bond Fund-1.04%-0.54%-0.45%0.11%
7Sun Life Prosperity GS Fund-1.14%-1.15%-0.31%-0.23%
8ATRAM Corporate Bond Fund-1.78%-2.27%-1.07%-0.28%
9Grepalife Fixed Income Fund-2.10%-2.22%-1.50%-1.33%
10Soldivo Bond Fund-4.20%-5.22%-2.04%No Data
11Philam Bond Fund-4.81%-5.98%-1.62%-0.76%

FOREIGN CURRENCY BOND MUTUAL FUNDS – PERFORMANCE RETURNS 
Gains / Losses in September 2018

 FOREIGN CURRENCY BOND FUNDSJan-Sep 2018 YTD Gain (Loss) %Sep 2017-Sep 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1ALFM Dollar Bond Fund-0.11%0.32%2.35%3.16%
2ALFM Euro Bond Fund-0.23%0.59%1.42%1.67%
3Philequity Dollar Income Fund-0.56%-0.89%0.99%2.05%
4First Metro Save and Learn Dollar Bond Fund-0.80%-0.80%0.82%No Data
5ATRAM Total Return Dollar Bond Fund-1.18%-1.02%1.05%1.83%
6Philam Dollar Bond Fund-3.55%-2.91%1.19%2.83%
7Sun Life Prosperity Dollar Abundance Fund-3.95%-3.88%0.94%2%
8Grepalife Dollar Bond Fund-4.02%-4.13%-0.02%1.51%
9PAMI Global Bond Fund-4.06%-4.60%-1.24%-2.59%
10MAA Privilege Dollar Fixed Income FundNo DataNo DataNo DataNo Data
11MAA Privilege Euro Fixed Income FundNo DataNo DataNo DataNo Data

PESO MONEY MARKET MUTUAL FUNDS – PERFORMANCE RETURNS 
Gains / Losses in September 2018

 PESO MONEY MARKET FUNDSJan-Sep 2018 YTD Gain (Loss) %Sep 2017-Sep 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Sun Life Prosperity Money Market Fund1.92%2.39%2.13%1.37%
2ALFM Money Market Fund1.84%2.22%1.64%1.43%
3Philam Managed Income Fund1.24%1.57%0.31%0.34%

DOLLAR MONEY MARKET MUTUAL FUNDS – PERFORMANCE RETURNS 
Gains / Losses in September 2018

 DOLLAR MONEY MARKET FUNDSJan-Sep 2018 YTD Gain (Loss) %Sep 2017-Sep 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Sun Life Prosperity Dollar Starter Fund1.20%No DataNo DataNo Data

* Figures with a minus sign (-) denote a loss. All data were gathered from the Philippine Investment Funds Association (PIFA).

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