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Let’s check which Mutual Funds had the best returns (July 2018)




Do you want to invest your money but are too busy to actively trade in the Philippine stock market? How about investing passively instead in Mutual Funds or Exchange Traded Funds (ETF) in the Philippines?

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

To start off, here are the Top 3 Philippine Mutual Funds in each asset category. Do note that some funds will show negative returns. That’s because the Philippine stock market has also been losing value this year and is currently down almost 10% from the start of 2018 until today. Still, these funds were recognized as “Top Funds” because they had the least amount of losses compared to their peers.

Before we give you the list, let us reiterate our regular disclaimer that past performance of a fund is not and cannot be a guarantee of future returns. Also, when deciding which fund to invest in, assess other factors such as investment philosophy, fund managers employed, and corporate track record, among others, and not just returns alone.

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

Top 3 Peso Equity Mutual Funds

  1. United Fund: -7.33%
  2. ATRAM Alpha Opportunity Fund: -8.08%
  3. Sun Life Prosperity Philippine Equity Fund: -9.4%

Top 3 Peso Balanced Mutual Funds

  1. First Metro Save and Learn Balanced Fund: -5.53%
  2. NCM Mutual Fund of the Phils: -6.41%
  3. Solidaritas Fund: -6.42%

Top 3 Dollar Balanced Mutual Funds

  1. Sun Life Prosperity Dollar Advantage Fund: +0.56%
  2. Sun Life Prosperity Dollar Wellspring Fund: -1.57%
  3. Cocolife Dollar Fund Builder: -2.47%

Top 3 Peso Bond Mutual Funds

  1. Cocolife Fixed Income Fund: +3.06%
  2. Ekklesia Mutual Fund: +0.78%
  3. ALFM Peso Bond Fund: +0.75%

Top 3 Foreign Currency Bond Mutual Funds

  1. ALFM Euro Bond Fund: -0.14%
  2. ALFM Dollar Bond Fund: -0.50%
  3. First Metro Save and Learn Dollar Bond Fund: -0.8%

Top 3 Peso Money Market Mutual Funds

  1. ALFM Money Market Fund: +1.46%
  2. Sun Life Prosperity Money Market Fund: +1.44%
  3. Philam Managed Income Fund: +1.18%

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 July 2018.

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

 PESO EQUITY FUNDSJan-Jul 2018 YTD Gain (Loss) %Jul 2017-Jul 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1United Fund-7.33%0.64%1.73%1.14%
2ATRAM Alpha Opportunity Fund-8.08%-7.58%1.19%1.19%
3Sun Life Prosperity Philippine Equity Fund-9.4%-3.63%0.19%1.31%
4Soldivo Strategic Growth Fund-9.46%-4.25%-2.43%No Data
5Philequity Dividend Yield Fund-9.7%-4.33%-0.1%No Data
6Philequity Fund-9.75%-3.54%0.25%2.89%
7Philippine Stock Index Fund-9.97%-4.23%0.48%2.86%
8ATRAM Philippine Equity Opportunity Fund-10.07%-5.41%0.36%0.43%
9First Metro Save and Learn Equity Fund-10.08%-4.61%-1.22%0.58%
10Philequity PSE Index Fund-10.1%-4.04%0.91%3.34%
11PAMI Equity Index Fund-10.11%-4.06%0.11%No Data
12Sun Life Prosperity Philippine Stock Index Fund-10.12%-4.16%0.73%No Data
13Philam Strategic Growth Fund-10.24%-4.63%-1.15%-0.57%
14Climbs Share Capital Equity Investment Fund-10.78%No DataNo DataNo Data
15ALFM Growth Fund-10.96%-5.95%-0.53%1.52%
16One Wealthy Nation Fund-11.22%-9.02%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 July 2018

 PESO EQUITY ETFJan-Jul 2018 YTD Gain (Loss) %Jul 2017-Jul 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1First Metro Phil. Equity Exchange Traded Fund-9.85%-3.4%1.69%No Data

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

 DOLLAR EQUITY FUNDSJan-Jul 2018 YTD Gain (Loss) %Jul 2017-Jul 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Sun Life Prosperity World Voyager Fund2.18%9.33%No DataNo Data
2ATRAM AsiaPlus Equity Fund-5.95%1.25%2.57%2.1%

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

 PESO BALANCED FUNDSJan-Jul 2018 YTD Gain (Loss) %Jul 2017-Jul 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1First Metro Save and Learn Balanced Fund-5.53%-1.95%-2.37%-2.15%
2NCM Mutual Fund of the Phils.-6.41%-2.99%-0.19%-0.64%
3Solidaritas Fund-6.42%-3.22%0.33%1.94%
4ATRAM Philippine Balanced Fund-6.69%-3.87%0.26%0.66%
5Sun Life of Canada Prosperity Balanced Fund-7.43%-3.34%-0.78%0.09%
6Grepalife Balanced Fund-7.7%-4.76%No DataNo Data
7PAMI Horizon Fund-7.75%-4.15%-1.41%-1.46%
8Sun Life Prosperity Dynamic Fund-7.89%-3.42%-1.75%No Data
9Philam Fund-8.1%-4.82%-1.62%-1.54%
10ATRAM Dynamic Allocation Fund-9.43%-5.8%-3.41%-1.83%

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

 DOLLAR BALANCED FUNDSJan-Jul 2018 YTD Gain (Loss) %Jul 2017-Jul 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Sun Life Prosperity Dollar Advantage Fund0.56%5.72%3.92%4.07%
2Sun Life Prosperity Dollar Wellspring Fund-1.57%1.02%No DataNo Data
3Cocolife Dollar Fund Builder-2.47%-1.7%-0.28%2.23%
4PAMI Asia Balanced Fund-3.44%0.85%2.49%0.14%

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

 PESO BOND FUNDSJan-Jul 2018 YTD Gain (Loss) %Jul 2017-Jul 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Cocolife Fixed Income Fund3.06%5.40%5.20%5.22%
2Ekklesia Mutual Fund0.78%0.57%1.14%0.84%
3ALFM Peso Bond Fund0.75%1.57%1.65%1.39%
4First Metro Save and Learn Fixed Income Fund-0.01%0.15%-0.09%-0.1%
5Philequity Peso Bond Fund-0.72%0.1%-0.43%-0.44%
6Sun Life of Canada Prosperity Bond Fund-0.79%0.02%0.11%-0.21%
7Sun Life Prosperity GS Fund-1.34%-0.77%-0.48%-0.81%
8ATRAM Corporate Bond Fund-1.93%-2.16%-1.58%-0.6%
9Grepalife Fixed Income Fund-2.08%-1.7%-1.57%-1.84%
10Soldivo Bond Fund-2.6%-3.16%-1.62%No Data
11Philam Bond Fund-2.96%-3.78%-1.07%-1.01%

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

 FOREIGN CURRENCY BOND FUNDSJan-Jul 2018 YTD Gain (Loss) %Jul 2017-Jul 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1ALFM Euro Bond Fund-0.14%0.7%1.26%1.7%
2ALFM Dollar Bond Fund-0.5%0.37%2.2%2.93%
3First Metro Save and Learn Dollar Bond Fund-0.8%-0.4%0.54%No Data
4Philequity Dollar Income Fund-0.8%-0.93%0.76%2%
5ATRAM Total Return Dollar Bond Fund-1.62%-1%1.02%1.47%
6Philam Dollar Bond Fund-3.44%-2.52%0.98%2.73%
7PAMI Global Bond Fund-3.63%-3.91%-0.83%-2.29%
8Sun Life Prosperity Dollar Abundance Fund-4.24%-4.2%0.63%1.46%
9Grepalife Dollar Bond Fund-4.29%-4.55%-0.33%1.34%
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 July 2018

 PESO MONEY MARKET FUNDSJan-Jul 2018 YTD Gain (Loss) %Jul 2017-Jul 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
3ALFM Money Market Fund1.46%2.22%1.59%1.38%
2Sun Life Prosperity Money Market Fund1.44%2.3%2.06%1.26%
1Philam Managed Income Fund1.18%1.73%0.29%0.33%

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

 DOLLAR MONEY MARKET FUNDSJan-Jul 2018 YTD Gain (Loss) %Jul 2017-Jul 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Sun Life Prosperity Dollar Starter Fund0.91%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: 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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