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FUND RANKINGS: Best Mutual Funds in the Philippines 2018




The recent bearish performance of the Philippine stock market makes any active trader conscious and worried about losses in their investment. Given the current market volatility, is it better then to ditch trading and to just invest passively in Mutual Funds or Exchange Traded Funds (ETF)?

To help you answer this question, we analyzed and compiled the performance of all Mutual Fund and ETF offerings in the country during the first six months of 2018. See the results in the tables below which rank each fund based on profit from January to June 2018.

To start off, here are the Top 3 Philippine Mutual Funds in each asset category. Do note that some funds identified as “Top Funds” actually had negative returns. They still were referred to as “top funds” in the list because they had the least amount of losses among their peers.

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

Top 3 Peso Equity Mutual Funds

  1. MBG Equity Investment Fund: -5.93%
  2. ATRAM Alpha Opportunity Fund: -9.21%
  3. PAMI Equity Index Fund: -10.42%

Top 3 Peso Balanced Mutual Funds

  1. NCM Mutual Fund of the Phils: -8.82%
  2. Solidaritas Fund: -9.43%
  3. ATRAM Philippine Balanced Fund: -9.63%

Top 3 Dollar Balanced Mutual Funds

  1. Sun Life Prosperity Dollar Advantage Fund: -1.16%
  2. Sun Life Prosperity Dollar Wellspring Fund: -2.65%
  3. Cocolife Dollar Fund Builder: -3.68%

Top 3 Peso Bond Mutual Funds

  1. Cocolife Fixed Income Fund: + 2.37%
  2. Ekklesia Mutual Fund: + 0.73%
  3. ALFM Peso Bond Fund: + 0.42%

Top 3 Foreign Currency Bond Mutual Funds

  1. ALFM Euro Bond Fund: -0.47%
  2. ALFM Dollar Bond Fund: -0.80%
  3. Philequity Dollar Income Fund: -0.86%

Top 3 Peso Money Market Mutual Funds

  1. ALFM Money Market Fund: +1.27%
  2. Sun Life Prosperity Money Market Fund: +1.23%
  3. Philam Managed Income Fund: +0.98%

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 to the worst performing fund per category, from January to June 2018.

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

 PESO EQUITY FUNDSJan-Jun 2018 YTD Gain (Loss) %June 2017-June 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1MBG Equity Investment Fund-5.93%No DataNo DataNo Data
2ATRAM Alpha Opportunity Fund-9.21%-8.84%1.10%1.53%
3PAMI Equity Index Fund-10.42%-7.56%-2.19%No Data
4United Fund-12.17%-1.73%-0.13%-0.12%
5Philequity Dividend Yield Fund-13.96%-6.42%-1.84%No Data
6Philequity Fund-14.17%-5.76%-1.58%2.12%
7Sun Life Prosperity Philippine Equity Fund-14.45%-6.13%-2.08%0.32%
8Soldivo Strategic Growth Fund-14.46%-7.18%-4.56%No Data
9Philam Strategic Growth Fund-14.48%-6.79%-3.13%-1.03%
10Climbs Share Capital Equity Investment Fund-14.70%No DataNo DataNo Data
11ATRAM Philippine Equity Opportunity Fund-14.86%-8.54%-1.70%-0.28%
12Philippine Stock Index Fund-15.47%-7.48%-1.91%1.94%
13Sun Life Prosperity Philippine Stock Index Fund-15.56%-7.39%-1.58%No Data
14Philequity PSE Index Fund-15.62%-7.36%-1.49%2.32%
15ALFM Growth Fund-15.64%-8.89%-2.85%0.60%
16First Metro Save and Learn Equity Fund-15.89%-8.38%-3.62%-0.37%
17One Wealthy Nation Fund-16.51%-12.86%No DataNo Data
18First Metro Consumer Fund on MSCI Phils. IMINo DataNo DataNo DataNo Data

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

 PESO EQUITY ETFJan-Jun 2018 YTD Gain (Loss) %June 2017-June 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1First Metro Phil. Equity Exchange Traded Fund-15.37%-6.63%-0.71%No Data

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

 DOLLAR EQUITY FUNDSJan-Jun 2018 YTD Gain (Loss) %June 2017-June 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Sun Life Prosperity World Voyager Fund0.05%8.75%No DataNo Data
2ATRAM AsiaPlus Equity Fund-8.19%2.53%-0.03%1.82%

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

 PESO BALANCED FUNDSJan-Jun 2018 YTD Gain (Loss) %June 2017-June 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1NCM Mutual Fund of the Phils.-8.82%-4.24%-1.35%-0.61%
2Solidaritas Fund-9.43%-5.03%-0.99%1.37%
3ATRAM Philippine Balanced Fund-9.63%-5.73%-0.88%0.52%
4First Metro Save and Learn Balanced Fund-9.82%-4.71%-4.30%-2.85%
5Grepalife Balanced Fund-10.35%-6.12%No DataNo Data
6Sun Life Prosperity Dynamic Fund-10.63%-4.69%-3.07%No Data
7PAMI Horizon Fund-10.71%-5.81%-2.75%-1.46%
8Sun Life of Canada Prosperity Balanced Fund-10.78%-5.21%-2.26%-0.37%
9Philam Fund-10.85%-6.31%-2.91%-1.54%
10ATRAM Dynamic Allocation Fund-12.55%-8.02%-4.64%-2.02%

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

 DOLLAR BALANCED FUNDSJan-Jun 2018 YTD Gain (Loss) %June 2017-June 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Sun Life Prosperity Dollar Advantage Fund-1.16%5.32%3.64%4.31%
2Sun Life Prosperity Dollar Wellspring Fund-2.65%0.84%No DataNo Data
3Cocolife Dollar Fund Builder-3.68%-3.20%-0.63%1.99%
4PAMI Asia Balanced Fund-4.80%2.66%0.44%0.23%

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

 PESO BOND FUNDSJan-Jun 2018 YTD Gain (Loss) %June 2017-June 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Cocolife Fixed Income Fund2.37%5.13%5.10%5.26%
2Ekklesia Mutual Fund0.73%0.46%1.16%1.10%
3ALFM Peso Bond Fund0.42%1.43%1.61%1.33%
4First Metro Save and Learn Fixed Income Fund-0.01%0.00%-0.12%0.23%
5Philequity Peso Bond Fund-0.52%0.07%-0.37%0.17%
6Sun Life of Canada Prosperity Bond Fund-1.43%-1.06%-0.16%0.32%
7ATRAM Corporate Bond Fund-1.48%-1.66%-1.41%0.04%
8Sun Life Prosperity GS Fund-1.85%-1.78%-0.57%-0.15%
9Soldivo Bond Fund-2.10%-2.84%-1.44%No Data
10Grepalife Fixed Income Fund-2.45%-2.60%-1.78%-1.93%
11Philam Bond Fund-2.50%-3.37%-1.04%-0.20%

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

 FOREIGN CURRENCY BOND FUNDSJan-Jun 2018 YTD Gain (Loss) %June 2017-June 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1ALFM Euro Bond Fund-0.47%0.50%1.22%1.67%
2ALFM Dollar Bond Fund-0.80%0.36%2.23%3.04%
3Philequity Dollar Income Fund-0.86%-0.86%0.86%2.20%
4First Metro Save and Learn Dollar Bond Fund-1.20%-0.80%0.41%No Data
5ATRAM Total Return Dollar Bond Fund-2.08%-0.96%1.04%1.59%
6PAMI Global Bond Fund-3.29%-4.05%-0.84%-2.03%
7Sun Life Prosperity Dollar Abundance Fund-4.40%-4.27%0.74%1.64%
8Grepalife Dollar Bond Fund-4.48%-4.73%-0.06%1.44%
9Philam Dollar Bond Fund-4.88%-3.99%0.69%2.47%
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 June 2018

 PESO MONEY MARKET FUNDSJan-Jun 2018 YTD Gain (Loss) %June 2017-June 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1ALFM Money Market Fund1.27%2.18%1.55%1.38%
2Sun Life Prosperity Money Market Fund1.23%2.29%2.03%1.20%
3Philam Managed Income Fund0.98%1.63%0.22%0.29%

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

 DOLLAR MONEY MARKET FUNDSJan-Jun 2018 YTD Gain (Loss) %June 2017-June 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Sun Life Prosperity Dollar Starter Fund0.78%No DataNo DataNo Data

* Figures 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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