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RETURNS: Best Mutual Funds in the Philippines 2018




Which are the best Mutual Funds in the Philippines?

We analyzed and compiled the performance of all Mutual Fund companies in the country and ranked them based on generated returns. The results are shown below. View the following performance table which ranks each Philippine Mutual Fund based on profit from January to June 2018. We also include the performance of one Exchange Traded Fund (ETF) available in the Philippines.

First, let’s look at the Top 3 Philippine Mutual Funds in each category.

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

Top 3 Peso Equity Mutual Funds

  1. ATRAM Alpha Opportunity Fund: -3.77%
  2. United Fund: -9.20%
  3. Soldivo Strategic Growth Fund: -10.21%

Top 3 Peso Balanced Mutual Funds

  1. First Metro Save and Learn Balanced Fund: -6.66%
  2. ATRAM Philippine Balanced Fund: -6.87%
  3. NCM Mutual Fund of the Phils: -7.08%

Top 3 Dollar Balanced Mutual Funds

  1. Sun Life Prosperity Dollar Advantage Fund: -0.13%
  2. Sun Life Prosperity Dollar Wellspring Fund: -1.73%
  3. PAMI Asia Balanced Fund: -1.90%

Top 3 Peso Bond Mutual Funds

  1. Cocolife Fixed Income Fund: +2.25%
  2. Ekklesia Mutual Fund: +0.57%
  3. ALFM Peso Bond Fund: +0.50%

Top 3 Foreign Currency Bond Mutual Funds

  1. ALFM Euro Bond Fund: -0.55%
  2. First Metro Save and Learn Dollar Bond Fund: -0.80%
  3. ALFM Dollar Bond Fund: -0.81%

Top 3 Peso Money Market Mutual Funds

  1. ALFM Money Market Fund: +1.06%
  2. Sun Life Prosperity Money Market Fund: +0.89%
  3. Philam Managed Income Fund: +0.84%

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 highest-yielding fund to the worst performing fund per category, from January to May 2018.

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

 PESO EQUITY FUNDSJan-May 2018 YTD Gain (Loss) %May 2017-May 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1ATRAM Alpha Opportunity Fund-3.77%-3.55%2.11%1.43%
2United Fund-9.20%0.82%0.73%-0.78%
3Soldivo Strategic Growth Fund-10.21%-3.82%-3.27%No Data
4ATRAM Philippine Equity Opportunity Fund-10.75%-4.51%-1.07%-0.46%
5Philequity Fund-10.84%-2.50%-0.39%1.60%
6Philequity Dividend Yield Fund-10.96%-3.73%-0.64%No Data
7Sun Life Prosperity Philippine Equity Fund-11.02%-3.07%-0.90%-0.35%
8Philam Strategic Growth Fund-11.34%-4.17%-2.19%-2.18%
9Climbs Share Capital Equity Investment Fund-11.37%No DataNo DataNo Data
10First Metro Save and Learn Equity Fund-11.44%-1.50%-2.20%-0.87%
11Philippine Stock Index Fund-12.01%-4.40%-0.64%1.47%
12PAMI Equity Index Fund-12.06%-4.63%No DataNo Data
13Sun Life Prosperity Philippine Stock Index Fund-12.07%-4.23%-0.31%No Data
14Philequity PSE Index Fund-12.11%-4.28%-0.20%2.07%
15ALFM Growth Fund-12.36%-5.75%-1.83%0%
16One Wealthy Nation Fund-13.34%-9.09%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 May 2018

 PESO EQUITY ETFJan-May 2018 YTD Gain (Loss) %May 2017-May 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1First Metro Phil. Equity Exchange Traded Fund-11.91%-3.50%0.60%No Data

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

 DOLLAR EQUITY FUNDSJan-May 2018 YTD Gain (Loss) %May 2017-May 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Sun Life Prosperity World Voyager Fund1.39%10.94%No DataNo Data
2ATRAM AsiaPlus Equity Fund-2.33%10.43%0.30%1.65%

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

 PESO BALANCED FUNDSJan-May 2018 YTD Gain (Loss) %May 2017-May 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1First Metro Save and Learn Balanced Fund-6.66%-0.21%-3.27%-3.29%
2ATRAM Philippine Balanced Fund-6.87%-2.89%-0.37%0.36%
3NCM Mutual Fund of the Phils-7.08%-2.92%-0.96%-2.04%
4Solidaritas Fund-7.54%-2.95%-0.39%0.79%
5Sun Life Prosperity Dynamic Fund-7.99%-2.24%-2.34%No Data
6PAMI Horizon Fund-8.12%-3.47%-1.94%-2.86%
7Grepalife Balanced Fund-8.20%-4.11%No DataNo Data
8Sun Life of Canada Prosperity Balanced Fund-8.27%-2.73%-1.37%-1.29%
9Philam Fund-8.43%-4.05%-2.16%-2.87%
10ATRAM Dynamic Allocation Fund-9.56%-5.12%-3.92%-2.10%

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

 DOLLAR BALANCED FUNDSJan-May 2018 YTD Gain (Loss) %May 2017-May 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Sun Life Prosperity Dollar Advantage Fund-0.13%7.00%3.16%4%
2Sun Life Prosperity Dollar Wellspring Fund-1.73%2.25%No DataNo Data
3PAMI Asia Balanced Fund-1.90%7.52%0.71%-0.27%
4Cocolife Dollar Fund Builder-3.07%-1.66%-0.42%0.84%

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

 PESO BOND FUNDSJan-May 2018 YTD Gain (Loss) %May 2017-May 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Cocolife Fixed Income Fund2.25%5.32%5.14%5.15%
2Ekklesia Mutual Fund0.57%0.77%1.19%0.35%
3ALFM Peso Bond Fund0.50%1.75%1.70%1.03%
4First Metro Save and Learn Fixed Income Fund0.10%0.08%0.03%0.60%
5Philequity Peso Bond Fund-0.55%0.40%-0.37%-0.64%
6Sun Life of Canada Prosperity Bond Fund-1.15%-0.01%0.15%-0.52%
7Sun Life Prosperity GS Fund-1.43%-0.62%-0.29%-1.08%
8Soldivo Bond Fund-1.45%-1.70%-1.32%No Data
9ATRAM Corporate Bond Fund-1.62%-1.01%-1.45%-0.17%
10Philam Bond Fund-1.68%-2.01%-0.62%-1.28%
11Grepalife Fixed Income Fund-1.93%-1.39%-1.34%-2.93%

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

 FOREIGN CURRENCY BOND FUNDSJan-May 2018 YTD Gain (Loss) %May 2017-May 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1ALFM Euro Bond Fund-0.55%0.58%0.88%1.52%
2First Metro Save and Learn Dollar Bond Fund-0.80%-0.40%0.41%No Data
3ALFM Dollar Bond Fund-0.81%0.68%2.03%2.18%
4Philequity Dollar Income Fund-0.87%-0.63%0.73%1.63%
5ATRAM Total Return Dollar Bond Fund-1.98%-0.82%0.83%1.00%
6PAMI Global Bond Fund-3.49%-3.49%-0.97%-2.31%
7Sun Life Prosperity Dollar Abundance Fund-4.13%-2.94%0.33%0.50%
8Grepalife Dollar Bond Fund-4.17%-3.38%-0.51%0.69%
9Philam Dollar Bond Fund-4.23%-2.66%0.40%1.60%
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 May 2018

 PESO MONEY MARKET FUNDSJan-May 2018 YTD Gain (Loss) %May 2017-May 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1ALFM Money Market Fund1.06%2.07%1.53%1.36%
2Sun Life Prosperity Money Market Fund0.89%2.25%1.99%1.15%
3Philam Managed Income Fund0.84%1.60%0.20%0.26%

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

 DOLLAR MONEY MARKET FUNDSJan-May 2018 YTD Gain (Loss) %May 2017-May 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Sun Life Prosperity Dollar Starter Fund0.65%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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