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Philippine Mutual Funds: February 2013 Performance

 We recently wrote about the year-to-date returns of Unit Investment Trust Funds (UITF) in the country. It has been our goal this year to provide our readers with regular updates about the performance of investment funds offered in the Philippines. This way, more Filipinos will learn about various investment options and ultimately take the opportunity to invest. This, we believe, helps advance our advocacy to spread financial literacy to the public.

And so, we now bring you the year-to-date performance of Mutual Funds, as of the end of February 2013. In our January mutual fund update, we saw most funds generate positive returns, although not all of them were able to beat their respective benchmark indices.

This month, the winning streak continued for most Peso-denominated funds, while some Dollar-denominated funds lost value primarily due to volatile fluctuations in the exchange rate. In the case of Peso Equity Funds, one-third of the funds earned returns higher than the 14.27% year-to-date performance of the Philippine Stock Exchange index (PSEi).

Overall, though, mutual funds still provided better yields for investors who opted for these instruments rather than the traditional savings or time deposit accounts offered by banks. We just hope this positive performance continues until the end of the year.

To learn more about various investment options, here are some quick tutorials that you can read.

Be advised that our articles are for information purposes only and are not meant to solicit any investment. We also do not endorse any of the funds listed below. Investors must conduct due diligence before making the decision to invest. Returns in these funds are not guaranteed and loss of capital is a possibility.

Having laid out that disclaimer, we now summarize below the year-to-date, 1-year- 3-year, and 5-year returns of all mutual fund companies in the country.

Year-to-Date Returns, as of February 2013
(From January 2, 2013 until February 28, 2013)

PESO STOCK FUNDS Feb. 2013 YTD Return 1 yr. Return 3 yr. Return 5 yr. Return
Philequity Fund 15.61% 38.48% 35.36% 22.86%
Philippine Stock Index Fund 15.52% 38.82% 30.68% 16.76%
ATRKE Alpha Opportunity Fund 14.99% N.A. N.A. N.A.
Sun Life Prosperity Philippine Equity Fund 14.03% 38.27% 29.9% 17.42%
Philequity PSE Index Fund 13.86% 34.82% 29.74% 18.5%
Philam Strategic Growth Fund 13.55% 29.59% 30.97% 19.42%
First Metro Save and Learn Equity Fund 12.57% 31.76% 36.02% 24.54%
ATRKE Equity Opportunity Fund 10.10% 30.07% 26.67% 14.77%
United Fund 9.90% 25.27% 15.11% 11.75%
ATR KimEng AsiaPlus Recovery Fund 2.85% 0.9% N.A. N.A.
Philam Fund 12.00% 24.16% 27.22% 17.35%
PAMI Horizon Fund 11.77% 22.79% 25.97% 16.66%
First Metro Save and Learn Balanced Fund 11.26% 28.4% 33.68% 26.49%
Sun Life of Canada Prosperity Balanced Fund 11.01% 28.52% 23.47% 13.82%
NCM Mutual Fund of the Phils. 10.71% 21.68% N.A. N.A.
ALFM Growth Fund 10.12% 15.23% 26.88% N.A.
Optima Balanced Fund 9.31% 28.32% 22.51% 13.45%
ATRKE Philippine Balanced Fund 8.18% 24.34% 21.2% 11.95%
Bahay Pari Solidaritas Fund 7.33% 19.54% 21.93% N.A.
PAMI Asia Balanced Fund 1.97% 4.94% N.A. N.A.
Sun Life Prosperity Dollar Advantage Fund 1.19% 5.03% 4.58% 2.86%
Cocolife Dollar Fund Builder 0.06% 8.11% N.A. N.A.
Philequity Peso Bond Fund 7.50% 13.1% 10.67% 8.41%
Philam Bond Fund 5.54% 13.45% 10.03% 7.79%
Grepalife Bond Fund Corporation 5.37% 17.41% 8.86% N.A.
Sun Life of Canada Prosperity Bond Fund 4.17% 8.12% 8.56% 6.73%
Sun Life Prosperity GS Fund 3.99% 8.14% 8.58% 7.35%
Prudentialife Fixed Income Fund 3.97% 9.67% 6.47% 4.3%
Ekklesia Mutual Fund 3.87% 8.37% 9.1% 6.94%
First Metro Save and Learn Fixed Income Fund 3.08% 11.77% 12.82% 9.48%
ALFM Peso Bond Fund 2.94% 7.27% 8.03% 6.62%
Cocolife Fixed Income Fund 1.16% 6.78% 9.21% 8.87%
Grepalife Fixed Income Fund Corp. 5.94% 11.77% 8.29% 6.51%
MAA Privilege Euro Fixed Income Fund 0.31% N.A. N.A. N.A.
ALFM Euro Bond Fund 0.19% 7.12% 4.26% 3.98%
ALFM Dollar Bond Fund -0.37% 6.72% 6.44% 5.16%
ATR KimEng Total Return Bond Fund -0.44% 2.53% N.A. N.A.
Philequity Dollar Income Fund -0.65% 7.37% 8.05% 7.18%
Grepalife Dollar Bond Fund Corp. -1.17% 14.33% 7.66% 7.29%
PAMI Global Bond Fund -2.32% -2.34% 1.42% 2.00%
Philam Dollar Bond Fund -2.90% 5.56% 6.97% 6.14%
Sun Life Prosperity Dollar Abundance Fund -3.01% 3.97% 7.08% 6.11%
MAA Privilege Dollar Fixed Income Fund -3.19% 4.19% 3.46% 2.74%
ALFM Money Market Fund 0.57% 3.27% 3.55% N.A.
Philam Managed Income Fund 0.37% 2.29% 1.87% 1.79%
First Metro Save and Learn Money Market Fund 0.27% 2.09% 1.83% N.A.
Sun Life Prosperity Money Market Fund -0.11% 0.16% 0.42% 0.91%

* Figures with a minus sign (-) denote a loss. All data are from the Philippine Investment Funds Association.

Disclaimer: Although a fund’s rate of return is a typical measure of performance, other factors such as consistency of return and exposure to risks must also be considered. Note that past performance of a fund is not and cannot be a guarantee of future returns. does not endorse any of the funds listed above. Use prudence and due diligence before making the decision to invest.

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About this post: pinoy money talk mutual fund, mutual funds performance, top 10 mutual fund companies in the philippines 2013, succesful mutual funds in the philippines 10 10

3 thoughts on “Philippine Mutual Funds: February 2013 Performance”

  1. Facebook User says:

    Is BPI’s ALFM Philippine Stock Index Fund = Philippine Stock Index Fund?

  2. MariusDejess says:

    Well, James, things were doing very well until over already 1 week ago when I started noticing that fund growth has turned negative, that demolishes all the gains since the start of 2013.

    I just read the article about Cyprus being the culprit for worldwide loss of confidence in the stocks market.

    Don’t know much about stocks markets and my terminology is not appropriate, but I know that investors are not getting erh are losing confidence.

    Can you explain why the Cyprus crisis is causing negative ‘growth’ in our fund investments here in the Philippines thousands of miles away from that very small state?

    When are things going to pick up?

    I see the graphs that the line has not gone way way down yet as to go below the level of 2011, that is some comfort.

    Well, when are things going to pick up?

    Marius de Jess

  3. Len Zezima says:

    Creating cool blog is not harder than creating wonderful information. But you know that you done both very well. Thank man.

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