How to Invest in Mutual Funds: Complete Guide for Filipinos
Last updated: February 21, 2018
What is a Mutual Fund?
A mutual fund collectively pools money from individual and corporate investors.
These funds are managed by a professional fund manager who invests the collected money in financial securities such as stocks, bonds, or money market instruments.
The value of a share of the mutual fund, called the Net Asset Value (NAV), is calculated daily based on the fund’s total value divided by the total number of outstanding shares.
Tutorial and Guide on Mutual Fund Investing
- Introduction to Philippine Mutual Funds
- What’s the Difference between Mutual Funds and UITF?
- How to compute your earnings in Mutual Funds
- How to invest in mutual funds
- How to open a Mutual Fund account
- Updated List of Mutual Fund companies in the Philippines
- More articles about investing in Mutual Funds
Performance Results of Philippine Mutual Funds
Group Discussion in the PMT Forum
List of Mutual Fund Companies in the Philippines
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Peso-Denominated Equity Funds
- ALFM Growth Fund
- ATRKE Alpha Opportunity Fund
- ATRKE Equity Opportunity Fund
- First Metro Save and Learn Equity Fund
- Philam Strategic Growth Fund
- Philequity Dividend Yield Fund
- Philequity Fund
- Philequity PSE Index Fund
- Philippine Stock Index Fund
- Sun Life Prosperity Philippine Equity Fund
- United Fund
US Dollar-Denominated Equity Funds
- ATR KimEng AsiaPlus Recovery Fund
Peso-Denominated Balanced Funds
- ATRKE Philippine Balanced Fund
- Bahay Pari Solidaritas Fund
- First Metro Save and Learn Balanced Fund
- NCM Mutual Fund of the Phils.
- One Wealthy Nation Fund
- Optima Balanced Fund
- PAMI Horizon Fund
- Philam Fund
- Sun Life of Canada Prosperity Balanced Fund
US Dollar-Denominated Balanced Funds
- Cocolife Dollar Fund Builder
- PAMI Asia Balanced Fund
- Sun Life Prosperity Dollar Advantage Fund
Peso Bond Funds
- ALFM Peso Bond Fund
- Cocolife Fixed Income Fund
- Ekklesia Mutual Fund
- First Metro Save and Learn Fixed Income Fund
- Grepalife Bond Fund Corporation
- Philam Bond Fund
- Philequity Peso Bond Fund
- Prudentialife Fixed Income Fund
- Sun Life of Canada Prosperity Bond Fund
- Sun Life Prosperity GS Fund
Foreign Currency Bond Funds
- ALFM Dollar Bond Fund
- ALFM Euro Bond Fund
- ATR KimEng Total Return Bond Fund
- Grepalife Dollar Bond Fund Corp.
- Grepalife Fixed Income Fund Corp.
- MAA Privilege Dollar Fixed Income Fund
- MAA Privilege Euro Fixed Income Fund
- PAMI Global Bond Fund
- Philam Dollar Bond Fund
- Philequity Dollar Income Fund
- Sun Life Prosperity Dollar Abundance Fund
Money Market Funds
- ALFM Money Market Fund
- First Metro Save and Learn Money Market Fund
- Philam Managed Income Fund
- Sun Life Prosperity Money Market Fund