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Best Mutual Funds in the Philippines 2018




Are you ready to find out the Top Performing Mutual Funds in the Philippines during the first 4 months of 2018?

We gathered the returns of these investment funds and compiled below a summary of the profit (or loss) achieved by all Mutual Fund companies from January to April this year, and also included the performance of one Exchange Traded Fund (ETF) available in the Philippines.

We also identified below the Top 3 Philippine Mutual Funds in each investment category, in terms of generated returns. Here are the performance results.

From January to April, most funds particularly Equity or Stock Funds, have constantly stayed in negative territory which means they continue to incur losses until now.

Despite recording losses, however, we still identified the Top 3 funds per category by identifying those with the least amount of losses. Here are the Top 3 Mutual Funds per asset category.

Best Mutual Funds in the Philippines (Jan to Apr 2018)

Top 3 Peso Equity Mutual Funds

  1. ATRAM Alpha Opportunity Fund: -1.65%
  2. Soldivo Strategic Growth Fund: -7.01%
  3. United Fund: -7.45%

Top 3 Peso Balanced Mutual Funds

  1. ATRAM Philippine Balanced Fund: -4.84%
  2. First Metro Save and Learn Balanced Fund: -5.46%
  3. NCM Mutual Fund of the Phils: -5.48%

Top 3 Dollar Balanced Mutual Funds

  1. Sun Life Prosperity Dollar Advantage Fund: +0.13%
  2. Sun Life Prosperity Dollar Wellspring Fund: -0.72%
  3. PAMI Asia Balanced Fund: -0.85%

Top 3 Peso Bond Mutual Funds

  1. Cocolife Fixed Income Fund: +1.80%
  2. ALFM Peso Bond Fund: +0.29%
  3. Ekklesia Mutual Fund: +0.24%

Top 3 Foreign Currency Bond Mutual Funds

  1. ALFM Euro Bond Fund: -0.33%
  2. First Metro Save and Learn Dollar Bond Fund: -0.80%
  3. ALFM Dollar Bond Fund: -0.87%

Top 3 Peso Money Market Mutual Funds

  1. Sun Life Prosperity Money Market Fund: +0.75%
  2. ALFM Money Market Fund: +0.71%
  3. Philam Managed Income Fund: +0.65%

Performance Ranking: Mutual Funds and ETF in the Philippines

Here is the complete ranking of Mutual Funds and ETF investments in the Philippines, from the highest-yielding fund to the worst performing fund per category, from January to April 2018.

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

 PESO EQUITY FUNDSJan-Apr 2018 YTD Gain (Loss) %Apr 2017-Apr 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1ATRAM Alpha Opportunity Fund-1.65%5.68%1.07%1.14%
2Soldivo Strategic Growth Fund-7.01%1.24%-3.19%No Data
3United Fund-7.45%6.52%0.90%-0.82%
4Philequity Fund-7.54%3.73%-0.38%1.89%
5ATRAM Philippine Equity Opportunity Fund-7.58%0.80%-1.11%0.14%
6Philequity Dividend Yield Fund-8.10%1.25%-0.66%No Data
7Climbs Share Capital Equity Investment Fund-8.17%No DataNo DataNo Data
8Sun Life Prosperity Philippine Equity Fund-8.19%2.53%-0.89%-0.29%
9Philam Strategic Growth Fund-8.24%0.81%-2.15%-2.00%
10Philippine Stock Index Fund-8.39%1.96%-0.29%2.01%
11Philequity PSE Index Fund-8.41%0.15%2.72%
12Sun Life Prosperity Philippine Stock Index Fund-8.43%2.12%No DataNo Data
13PAMI Equity Index Fund-8.79%1.02%No DataNo Data
14ALFM Growth Fund-8.95%0.15%-1.86%0.56%
15First Metro Save and Learn Equity Fund-9.27%2.91%-2.33%-0.77%
16One Wealthy Nation Fund-9.90%-5.23%No DataNo Data
17MBG Equity Investment FundNo DataNo DataNo DataNo Data

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

 PESO EQUITY ETFJan-Apr 2018 YTD Gain (Loss) %Apr 2017-Apr 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1First Metro Phil. Equity Exchange Traded Fund-8.26%3.05%0.99%No Data

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

 DOLLAR EQUITY FUNDSJan-Apr 2018 YTD Gain (Loss) %Apr 2017-Apr 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Sun Life Prosperity World Voyager Fund0.77%13.38%No DataNo Data
2ATRAM AsiaPlus Equity Fund-0.92%16.33%0.12%1.94%

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

 PESO BALANCED FUNDSJan-Apr 2018 YTD Gain (Loss) %Apr 2017-Apr 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1ATRAM Philippine Balanced Fund-4.84%0.48%-0.25%0.70%
2First Metro Save and Learn Balanced Fund-5.46%2.46%-3.73%-3.31%
3NCM Mutual Fund of the Phils-5.48%0.02%-1.16%-2.17%
4Solidaritas Fund-5.76%-0.32%-0.47%1.00%
5Grepalife Balanced Fund-5.87%-0.44%No DataNo Data
6PAMI Horizon Fund-5.90%-0.18%-1.89%-2.94%
7Sun Life of Canada Prosperity Balanced Fund-6.19%1.15%-1.26%-1.39%
8Philam Fund-6.32%-0.85%-2.10%-2.91%
9Sun Life Prosperity Dynamic Fund-6.54%0.69%-2.98%No Data
10ATRAM Dynamic Allocation Fund-6.73%-0.95%-3.54%-2%

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

 DOLLAR BALANCED FUNDSJan-Apr 2018 YTD Gain (Loss) %Apr 2017-Apr 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Sun Life Prosperity Dollar Advantage Fund0.13%9.68%2.97%4.10%
2Sun Life Prosperity Dollar Wellspring Fund-0.72%4.74%No DataNo Data
3PAMI Asia Balanced Fund-0.85%10.50%-0.09%-0.42%
4Cocolife Dollar Fund Builder-2.91%-1.30%-0.40%0.28%

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

 PESO BOND FUNDSJan-Apr 2018 YTD Gain (Loss) %Apr 2017-Apr 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Cocolife Fixed Income Fund1.80%5.42%5.14%5.11%
2ALFM Peso Bond Fund0.29%1.93%1.69%1.05%
3Ekklesia Mutual Fund0.24%0.95%1.14%0.27%
4First Metro Save and Learn Fixed Income Fund0.06%0.06%0.05%0.54%
5Philequity Peso Bond Fund-0.64%0.24%-0.36%-0.86%
6Sun Life of Canada Prosperity Bond Fund-0.84%0.91%0.53%-0.58%
7Sun Life Prosperity GS Fund-1.06%0.26%0.12%-1.27%
8Grepalife Fixed Income Fund-1.42%-0.35%-0.87%-2.88%
9Soldivo Bond Fund-1.52%-1.67%-1.31%No Data
10ATRAM Corporate Bond Fund-1.55%-0.75%-1.48%-0.27%
11Philam Bond Fund-1.56%-1.78%-0.44%-1.51%

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

 FOREIGN CURRENCY BOND FUNDSJan-Apr 2018 YTD Gain (Loss) %Apr 2017-Apr 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1ALFM Euro Bond Fund-0.33%1.10%0.79%1.58%
2First Metro Save and Learn Dollar Bond Fund-0.80%-0.40%0.54%No Data
3ALFM Dollar Bond Fund-0.87%1.05%2.00%1.94%
4Philequity Dollar Income Fund-1.07%-0.69%0.59%1.14%
5ATRAM Total Return Dollar Bond Fund-1.67%-0.20%0.94%0.80%
6Grepalife Dollar Bond Fund-3.45%-2.26%-0.51%0.23%
7Sun Life Prosperity Dollar Abundance Fund-3.45%-1.81%0.77%-0.30%
8PAMI Global Bond Fund-3.71%-3.24%-2.00%-2.96%
9Philam Dollar Bond Fund-3.79%-1.82%0.34%0.70%
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 April 2018

 PESO MONEY MARKET FUNDSJan-Apr 2018 YTD Gain (Loss) %Apr 2017-Apr 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Sun Life Prosperity Money Market Fund0.75%2.32%1.98%1%
2ALFM Money Market Fund0.71%1.93%1.43%1.32%
3Philam Managed Income Fund0.65%1.55%0.17%0.23%

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

 DOLLAR MONEY MARKET FUNDSJan-Apr 2018 YTD Gain (Loss) %Apr 2017-Apr 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Sun Life Prosperity Dollar Starter Fund0.48%No dataNo dataNo data

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

See also: Comparative Fund Performance of UITF in the Philippines

Here are awesome resources about Mutual Funds and UITF:

Here’s more information about ETF Investments:







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