Browse By

The Best Philippine Mutual Funds in 2018




We’re done with the first month of 2018! Don’t you find it surprising — and amazing! — that the first month is over? It seemed like the month of January went by just like that.

Before we begin the second month of the year, it’s time for now to review how Philippine Mutual Funds and Exchange Traded Fund (ETF) performed last month.

We summarize below the profits (or loss) generated by each mutual fund and ETF in the country and ranked the funds from Best — with the highest gains — to Worst — with the biggest losses.

What to look for in an Investment Fund

But again, our regular disclaimer first: returns alone should NOT be used as sole criteria when deciding which fund to invest in. Although returns are typically a good measure of performance, other factors such as the fund’s consistency in sustaining returns and exposure to risks must also be considered.

“Consistency in returns” refers to a mutual fund or ETF’s ability to deliver expected performance over a long period of time. This is why we include below the past 1-year, 3-year, and 5-year returns so you can see the historical performance of a fund.

Still, we agree with this basic investment tenet: Historical returns are not a guarantee of future performance. To reiterate, you cannot predict the future performance of a fund just by looking at its past performance.

“Exposure to risk,” meanwhile, refers to volatility in the returns achieved by the fund and deviations from expected returns. These are calculated by financial indicators such as the Sharpe ratio, r-squared, beta, or standard deviation. Look for these figures in the fund fact sheet or performance reports to determine the risk exposure of the investment fund.

Without further ado, let’s now look at the Mutual Fund and ETF rankings for the month of January 2018.

Let’s begin by identifying the top Mutual Funds per asset category. As for Exchange Traded Funds (ETF), since there’s only one ETF in the market, we’re no longer identifying it as the top-ranked ETF. The full list of investment fund rankings follows next.

Best Mutual Funds in the Philippines (January 2018)

Top 3 Peso Equity Mutual Funds

  1. ATRAM Alpha Opportunity Fund (ATR Asset Management, Inc.): +3.18%
  2. Philequity PSE Index Fund (Philequity Management, Inc. PEMI): +2.24%
  3. Philippine Stock Index Fund (BPI Investment Management, Inc.): +2.23%

Top Dollar Equity Mutual Fund

  1. ATRAM AsiaPlus Equity Fund (ATR Asset Management, Inc.): +6.10%

Top 3 Peso Balanced Mutual Funds

  1. Sun Life of Canada Prosperity Balanced Fund (Sun Life Asset Management Company Inc.): +1.62%
  2. Grepalife Balanced Fund (Grepalife Asset Management Corporation GAMC): +1.42%
  3. PAMI Horizon Fund (Philam Asset Management, Inc. PAMI): +1.32%

Top 3 Dollar Balanced Mutual Funds

  1. Sun Life Prosperity Dollar Advantage Fund (Sun Life Asset Management Company Inc.): +4.05%
  2. PAMI Asia Balanced Fund (Philam Asset Management, Inc. PAMI): +3.93%
  3. Sun Life Prosperity Dollar Wellspring Fund (Sun Life Asset Management Company Inc.): +2.51%

Top 3 Peso Bond Mutual Funds

  1. Sun Life Prosperity GS Fund (Sun Life Asset Management Company, Inc.): +0.66%
  2. Sun Life of Canada Prosperity Bond Fund (Sun Life Asset Management Company, Inc.): +0.63%
  3. Grepalife Fixed Income Fund (Grepalife Asset Management Corporation GAMC): +0.58%

Top 3 Foreign Currency Bond Mutual Funds

  1. ALFM Euro Bond Fund (BPI Investment Management, Inc.): -0.14%
  2. ALFM Dollar Bond Fund (BPI Investment Management, Inc.): -0.28%
  3. First Metro Save and Learn Dollar Bond Fund (First Metro Asset Management, Inc. FAMI): -0.40%

Top 3 Peso Money Market Mutual Funds

  1. Sun Life Prosperity Money Market Fund (Sun Life Asset Management Company, Inc.): +0.24%
  2. Philam Managed Income Fund (Philam Asset Management, Inc. PAMI): +0.23%
  3. ALFM Money Market Fund (BPI Investment Management, Inc.): +0.20%

Complete Ranking: Mutual Funds and ETF in the Philippines

Here’s the complete list of Top Mutual Funds and ETF in the country, ranked based on returns the beginning until the end of January 2018.

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

 PESO EQUITY FUNDSInvestment ManagerJanuary 2018 Gain (Loss) %Jan 2017-Jan 2018 Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1ATRAM Alpha Opportunity FundATR Asset Management, Inc.3.18%18.23%-0.03%4.83%
2Philequity PSE Index FundPhilequity Management, Inc. (PEMI)2.24%21.30%4.75%7.46%
3Philippine Stock Index FundBPI Investment Management, Inc.2.23%20.86%4.47%7.02%
4Sun Life Prosperity Philippine Stock Index FundSun Life Asset Management Company Inc.2.20%21.15%No dataNo data
5Soldivo Strategic Growth FundRampver Financials2.00%15.97%0.43%No data
6Sun Life Prosperity Philippine Equity FundSun Life Asset Management Company Inc.2.00%19.09%3.21%3.95%
7PAMI Equity Index FundPhilam Asset Management, Inc. (PAMI)1.96%19.79%No dataNo data
8Philam Strategic Growth FundPhilam Asset Management, Inc. (PAMI)1.76%16.36%1.74%1.97%
9Philequity FundPhilequity Management, Inc. (PEMI)1.70%20.28%3.09%6.35%
10ATRAM Philippine Equity Opportunity FundATR Asset Management, Inc.1.52%15.59%1.48%4.67%
11ALFM Growth FundBPI Investment Management, Inc.1.23%17.80%2.89%5.06%
12Philequity Dividend Yield FundPhilequity Management, Inc. (PEMI)1.08%16.88%2.80%No data
13One Wealthy Nation FundFirst Metro Asset Management, Inc. (FAMI)0.97%8.79%No dataNo data
14First Metro Save and Learn Equity FundFirst Metro Asset Management, Inc. (FAMI)0.83%18.10%1.56%3.55%
15United FundCocolife Asset Management Company, Inc.0.18%19.49%4.38%2.72%
16Climbs Share Capital Equity Investment FundCLIMBS Investment Management and Advisory Corp.-1.48%No dataNo dataNo data
17MBG Equity Investment FundMBG Investment Management, Inc. No dataNo dataNo dataNo data

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

 PESO EQUITY ETFInvestment ManagerJanuary 2018 Gain (Loss) %Jan 2017-Jan 2018 Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1First Metro Phil. Equity Exchange Traded FundFirst Metro Asset Management, Inc. (FAMI)2.31%22.57%5.88%No data

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

 DOLLAR EQUITY FUNDSInvestment ManagerJanuary 2018 Gain (Loss) %Jan 2017-Jan 2018 Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1ATRAM AsiaPlus Equity FundATR Asset Management, Inc.6.10%32.52%5.27%3.00%
2Sun Life Prosperity World Voyager FundSun Life Asset Management Company Inc.5.61%25.50%No dataNo data

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

 PESO BALANCED FUNDSInvestment ManagerJanuary 2018 Gain (Loss) %Jan 2017-Jan 2018 Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Sun Life of Canada Prosperity Balanced FundSun Life Asset Management Company Inc.1.62%12.27%1.40%2.32%
2Grepalife Balanced FundGrepalife Asset Management Corporation (GAMC)1.42%10.04%No dataNo data
3PAMI Horizon FundPhilam Asset Management, Inc. (PAMI)1.32%9.37%0.58%0.23%
4NCM Mutual Fund of the Phils.Philam Asset Management, Inc. (PAMI)1.24%9.79%1.30%0.86%
5Philam FundPhilam Asset Management, Inc. (PAMI)1.03%8.96%0.40%0.34%
6Sun Life Prosperity Dynamic FundSun Life Asset Management Company Inc.0.94%10.87%-0.26%No data
7Bahay Pari Solidaritas FundBPI Investment Management, Inc.0.91%10.07%2.74%4.10%
8First Metro Save and Learn Balanced FundFirst Metro Asset Management, Inc. (FAMI)0.90%11.48%-1.20%-0.01%
9ATRAM Philippine Balanced FundATR Asset Management, Inc.0.84%8.59%1.16%4.01%
10ATRAM Dynamic Allocation FundATR Asset Management, Inc.0.79%9.06%-1.50%2.15%

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

 DOLLAR BALANCED FUNDSInvestment ManagerJanuary 2018 Gain (Loss) %Jan 2017-Jan 2018 Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Sun Life Prosperity Dollar Advantage FundSun Life Asset Management Company Inc.4.05%19.36%5.91%5.35%
2PAMI Asia Balanced FundPhilam Asset Management, Inc. (PAMI)3.93%20.21%3.17%0.81%
3Sun Life Prosperity Dollar Wellspring FundSun Life Asset Management Company Inc.2.51%11.44%No dataNo data
4Cocolife Dollar Fund BuilderCocolife Asset Management Company, Inc.-0.50%2.16%0.71%1.05%

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

 PESO BOND FUNDSInvestment ManagerJanuary 2018 Gain (Loss) %Jan 2017-Jan 2018 Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Sun Life Prosperity GS FundSun Life Asset Management Company, Inc.0.66%2.11%-0.77%0.46%
2Sun Life of Canada Prosperity Bond FundSun Life Asset Management Company, Inc.0.63%2.51%-0.09%1.41%
3Grepalife Fixed Income FundGrepalife Asset Management Corporation (GAMC)0.58%1.36%-1.23%-0.23%
4Ekklesia Mutual FundBPI Investment Management, Inc.0.48%0.63%0.86%2.23%
5Cocolife Fixed Income FundCocolife Asset Management Company, Inc.0.44%5.13%5.20%5.23%
6First Metro Save and Learn Fixed Income FundFirst Metro Asset Management, Inc. (FAMI)0.15%0.11%0.02%3.32%
7ALFM Peso Bond FundBPI Investment Management, Inc.0.13%1.99%1.60%2.10%
8Philam Bond FundPhilam Asset Management, Inc. (PAMI)-0.04%-1.45%-0.72%1.08%
9Soldivo Bond FundRampver Financials-0.32%-1.48%-2.21%No data
10Philequity Peso Bond FundPhilequity Management, Inc. (PEMI)-0.33%0.10%-1.70%2.01%
11ATRAM Corporate Bond FundATR Asset Management, Inc.-1.26%-0.67%-2.14%1.02%

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

 FOREIGN CURRENCY BOND FUNDSInvestment ManagerJanuary 2018 Gain (Loss) %Jan 2017-Jan 2018 Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1ALFM Euro Bond FundBPI Investment Management, Inc.-0.14%2.40%1.06%1.85%
2ALFM Dollar Bond FundBPI Investment Management, Inc.-0.28%2.57%2.49%2.36%
3First Metro Save and Learn Dollar Bond FundFirst Metro Asset Management, Inc. (FAMI)-0.40%0.81%0.82%No data
4Philequity Dollar Income FundPhilequity Management, Inc. (PEMI)-0.47%0.69%0.89%1.29%
5ATRAM Total Return Dollar Bond FundATR Asset Management, Inc.-0.63%2%1.38%1.18%
6Sun Life Prosperity Dollar Abundance FundSun Life Asset Management Company, Inc.-1.09%2.06%1.40%0.68%
7Grepalife Dollar Bond FundGrepalife Asset Management Corporation (GAMC)-1.12%1.52%0.19%1.19%
8Philam Dollar Bond FundPhilam Asset Management, Inc. (PAMI)-1.24%2.14%1.16%1.79%
9PAMI Global Bond FundPhilam Asset Management, Inc. (PAMI)-1.33%0.65%-1.90%-2.68%
10MAA Privilege Dollar Fixed Income FundMAA Mutualife Philippines, Inc.No dataNo dataNo dataNo data
11MAA Privilege Euro Fixed Income FundMAA Mutualife Philippines, Inc.No dataNo dataNo dataNo data

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

 PESO MONEY MARKET FUNDSInvestment ManagerJanuary 2018 Gain (Loss) %Jan 2017-Jan 2018 Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Sun Life Prosperity Money Market FundSun Life Asset Management Company, Inc.0.24%2.31%1.87%1.02%
2Philam Managed Income FundPhilam Asset Management, Inc. (PAMI)0.23%1.13%0.13%0.23%
3ALFM Money Market FundBPI Investment Management, Inc.0.20%1.74%1.38%1.40%

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

 DOLLAR MONEY MARKET FUNDSInvestment ManagerJanuary 2018 Gain (Loss) %Jan 2017-Jan 2018 Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Sun Life Prosperity Dollar Starter FundSun Life Asset Management Company, Inc.0.07%No dataNo dataNo data

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

Recap: What are Mutual Funds?

Mutual Funds are pooled investment schemes where money collected from a variety of investors are invested by professional fund managers in different asset classes such as stocks, bonds, and money market instruments, among others.

They probably don’t know it but mutual fund investors become shareholders of the fund, which means they become part-owners of the company. That gives investors the right to vote in important matters related to the fund and to share in the distribution of profits, among other rights typically given to shareholders.

Recap: What are Exchange Traded Funds?

How different are Exchange Traded Funds or ETFs?

ETFs are open-ended investment companies that track or mirror the performance of a basket of assets, typically, an index, just like the Philippine Stock Exchange index. As opposed to mutual funds, ETFs are listed and are traded on the stock exchange.

Also unlike actively-managed funds, ETFs are passively managed because they merely attempt to follow the performance of the index. The goal is not necessarily to beat or outperform the benchmark.

At present, there is only one ETF in the country, the First Metro Exchange Traded Fund (FMETF) which tracks the Philippine Stock Exchange index (PSEi).

Check out our easy-to-read guides on Mutual Funds and Unit Investment Trust Funds:

Here are our awesome and useful primers on ETF:







View Related Posts

Ask a question or post a comment

2 thoughts on “The Best Philippine Mutual Funds in 2018”

  1. France says:

    Hi,
    I am a licensed financial wealth planner, anyone wants to learn or ask questions about different kinds of investment, feel free to contact me. Mutual Funds, VUL, Stock Trading, Cryptocurrency, Business and Financial coaching.
    You can reach me thru:
    Smart – 09301525768
    Globe – 09971776945
    email – edolmofrance18@gmail.com

  2. safdf says:

    hi, where can i find data on the size of mutual fund assets?

Leave a Reply

Your email address will not be published. Required fields are marked *