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Which Mutual Funds to Invest In? Check Performance Rankings as of Aug 2018




Do you have plans of investing in the Philippine stock market? If you are too busy and feel that you need more time to study how to invest in stocks, how about investing passively instead in Mutual Funds or Exchange Traded Funds (ETF)? With Mutual Funds and ETF, you get to save time since you entrust your money to a fund manager who will do the investing for you.

If you do make the decision to invest, of course you’ll want to know which funds are the best ones to invest in. To help you decide, we analyzed and compiled the performance of all Mutual Fund and ETF offerings in the country during the first eight months this year. See the complete results in the tables below which rank each fund based on profit from January to August 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 more than 11% 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.

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

Top 3 Peso Equity Mutual Funds

  1. United Fund: -5.10%
  2. ATRAM Alpha Opportunity Fund: -6.29%
  3. Sun Life Prosperity Philippine Equity Fund: -6.31%

Top 3 Peso Balanced Mutual Funds

  1. Sun Life Prosperity Dynamic Fund: -4.73%
  2. First Metro Save and Learn Balanced Fund: -4.78%
  3. Sun Life of Canada Prosperity Balanced Fund: -5.05%

Top 3 Dollar Balanced Mutual Funds

  1. Sun Life Prosperity Dollar Advantage Fund: +1.18%
  2. Sun Life Prosperity Dollar Wellspring Fund: -1.51%
  3. Cocolife Dollar Fund Builder: -2.33%

Top 3 Peso Bond Mutual Funds

  1. Cocolife Fixed Income Fund: +3.52%
  2. ALFM Peso Bond Fund: +1.12%
  3. Ekklesia Mutual Fund: +1.08%

Top 3 Foreign Currency Bond Mutual Funds

  1. ALFM Euro Bond Fund: -0.14%
  2. ALFM Dollar Bond Fund: -0.28%
  3. Philequity Dollar Income Fund: -0.66%

Top 3 Peso Money Market Mutual Funds

  1. ALFM Money Market Fund: +1.72%
  2. Sun Life Prosperity Money Market Fund: +1.67%
  3. Philam Managed Income Fund: +1.43%

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 best performing to the worst performing fund per category in terms of returns, from January to August 2018.

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

 PESO EQUITY FUNDSJan-Aug 2018 YTD Gain (Loss) %Aug 2017-Aug 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1United Fund-5.10%3.42%4.51%3.64%
2ATRAM Alpha Opportunity Fund-6.29%-7.50%5.66%3.49%
3Philequity Fund-6.31%0.89%3.58%5.11%
4Sun Life Prosperity Philippine Equity Fund-6.39%0.15%3.04%3.77%
5Philequity Dividend Yield Fund-6.47%-0.38%2.97%No Data
6Philippine Stock Index Fund-7.76%-1.25%3.27%5.22%
7Soldivo Strategic Growth Fund-7.81%-1.96%0.38%No Data
8Philequity PSE Index Fund-7.88%-1.06%3.54%5.42%
9Sun Life Prosperity Philippine Stock Index Fund-7.95%-1.21%3.38%No Data
10PAMI Equity Index Fund-7.97%-1.21%2.84%No Data
11First Metro Save and Learn Equity Fund-8.12%-1.13%1.28%2.23%
12Philam Strategic Growth Fund-8.65%-2.43%1.31%1.34%
13Climbs Share Capital Equity Investment Fund-8.73%-7.78%No DataNo Data
14ATRAM Philippine Equity Opportunity Fund-8.88%-3.53%3.23%2.07%
15ALFM Growth Fund-9.39%-3.44%1.59%3.39%
16One Wealthy Nation Fund-11.39%-8.35%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 August 2018

 PESO EQUITY ETFJan-Aug 2018 YTD Gain (Loss) %Aug 2017-Aug 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1First Metro Phil. Equity Exchange Traded Fund-7.54%-0.38%4.49%No Data

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

 DOLLAR EQUITY FUNDSJan-Aug 2018 YTD Gain (Loss) %Aug 2017-Aug 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Sun Life Prosperity World Voyager Fund3.68%11.60%No DataNo Data
2ATRAM AsiaPlus Equity Fund-7.32%-1.61%6.33%2.56%

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

 PESO BALANCED FUNDSJan-Aug 2018 YTD Gain (Loss) %Aug 2017-Aug 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Sun Life Prosperity Dynamic Fund-4.73%-0.36%0.80%No Data
2First Metro Save and Learn Balanced Fund-4.78%-0.54%-0.69%-1.05%
3Sun Life of Canada Prosperity Balanced Fund-5.05%-0.44%1.10%1.96%
4NCM Mutual Fund of the Phils.-5.20%-1.38%1.32%1.16%
5Solidaritas Fund-5.35%-1.87%1.62%3.34%
6ATRAM Philippine Balanced Fund-5.79%-2.62%1.66%1.65%
7Grepalife Balanced Fund-6.23%-2.94%No DataNo Data
8PAMI Horizon Fund-6.40%-2.32%0.26%0.29%
9Philam Fund-6.79%-3.09%0.04%0.26%
10ATRAM Dynamic Allocation Fund-8.20%-4.10%-1.96%-0.71%

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

 DOLLAR BALANCED FUNDSJan-Aug 2018 YTD Gain (Loss) %Aug 2017-Aug 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Sun Life Prosperity Dollar Advantage Fund1.18%6.46%6.42%4.49%
2Sun Life Prosperity Dollar Wellspring Fund-1.51%0.62%No DataNo Data
3Cocolife Dollar Fund Builder-2.33%-1.92%-0.09%2.84%
4PAMI Asia Balanced Fund-4.49%-0.73%4.92%0.77%

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

 PESO BOND FUNDSJan-Aug 2018 YTD Gain (Loss) %Aug 2017-Aug 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Cocolife Fixed Income Fund3.52%5.42%5.27%5.33%
2ALFM Peso Bond Fund1.12%1.68%1.75%1.61%
3Ekklesia Mutual Fund1.08%0.69%1.16%1.07%
4Sun Life of Canada Prosperity Bond Fund0.24%0.93%0.27%0.51%
5First Metro Save and Learn Fixed Income Fund0.14%0.20%-0.07%0.25%
6Sun Life Prosperity GS Fund-0.37%0.16%-0.13%-0.15%
7Philequity Peso Bond Fund-0.53%0.09%-0.06%0.10%
8Grepalife Fixed Income Fund-1.09%-0.69%-1.37%-1.34%
9ATRAM Corporate Bond Fund-1.57%-1.40%-1.39%-0.23%
10Soldivo Bond Fund-2.10%-2.71%-1.34%No Data
11Philam Bond Fund-2.25%-2.85%-0.99%-0.40%

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

 FOREIGN CURRENCY BOND FUNDSJan-Aug 2018 YTD Gain (Loss) %Aug 2017-Aug 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
3ALFM Euro Bond Fund-0.14%0.39%1.39%1.73%
4ALFM Dollar Bond Fund-0.28%0.18%2.34%3.18%
5Philequity Dollar Income Fund-0.66%-0.96%1.04%2.17%
6First Metro Save and Learn Dollar Bond Fund-0.80%-0.80%0.68%No Data
7ATRAM Total Return Dollar Bond Fund-1.27%-1.19%1.23%2.14%
8PAMI Global Bond Fund-3.27%-4.31%-0.96%-2.03%
9Philam Dollar Bond Fund-3.29%-2.98%1.13%3.32%
10Sun Life Prosperity Dollar Abundance Fund-3.45%-3.96%1.03%2.30%
11Grepalife Dollar Bond Fund-3.58%-4.36%0.03%1.93%
1MAA Privilege Dollar Fixed Income FundNo DataNo DataNo DataNo Data
2MAA Privilege Euro Fixed Income FundNo DataNo DataNo DataNo Data

PESO MONEY MARKET MUTUAL FUNDS – PERFORMANCE RETURNS 
Gains / Losses in August 2018

 PESO MONEY MARKET FUNDSJan-Aug 2018 YTD Gain (Loss) %Aug 2017-Aug 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1ALFM Money Market Fund1.72%2.28%1.64%1.44%
2Sun Life Prosperity Money Market Fund1.67%2.32%2.09%1.33%
3Philam Managed Income Fund1.43%1.86%0.39%0.38%

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

 DOLLAR MONEY MARKET FUNDSJan-Aug 2018 YTD Gain (Loss) %Aug 2017-Aug 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Sun Life Prosperity Dollar Starter Fund1.05%No DataNo DataNo Data

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

Disclaimer: PinoyMoneyTalk is not related to and does not endorse any of the funds mentioned above. This post is provided only for information purposes and is not intended to solicit investments. Take note that past performance is not and cannot be a guarantee of future returns. Also, when deciding which fund to invest in, the investor is encouraged to assess other factors such as investment philosophy, fund managers employed, and corporate track record, among others, and not just returns alone.

Here are awesome resources about Mutual Funds and UITF:

Here’s more information about ETF Investments:







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