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Top Mutual Funds in the Philippines 2018




Are you ready to find out the Best Performing Mutual Funds in the Philippines in the 1st Quarter of 2018?

We gathered the returns of these investment funds and compiled below a summary of the profit (or loss) achieved by all Mutual Fund companies in the last three months, and also included the performance of one Exchange Traded Fund (ETF) available in the Philippines.

We also identified below the Top 3 Philippine Mutual Funds in each investment category in terms of generated returns. Check it out below, and see as well the full performance of all Mutual Funds and ETF in the Philippines.

Here are the performance results.

From January to March 2018, most funds especially the Equity or Stock Funds, stayed in negative territory which means they have been incurring losses from the start of the year. It appears that most funds struggled during the first three months.

Despite recording losses, we still identified the Top 3 funds per category by identifying those with the least amount of losses. Here are the Top 3 Mutual Funds per asset category.

Best Mutual Funds in the Philippines (Jan to Mar 2018)

Top 3 Peso Equity Mutual Funds

  1. ATRAM Alpha Opportunity Fund: +0.51%
  2. Philequity Fund: -5.60%
  3. Soldivo Strategic Growth Fund: -5.73%

Top 3 Peso Balanced Mutual Funds

  1. ATRAM Philippine Balanced Fund: -4.09%
  2. First Metro Save and Learn Balanced Fund: -4.23%
  3. NCM Mutual Fund of the Phils: -4.25%

Top 3 Dollar Balanced Mutual Funds

  1. PAMI Asia Balanced Fund: +1.00%
  2. Sun Life Prosperity Dollar Advantage Fund: +0.41%
  3. Sun Life Prosperity Dollar Wellspring Fund: +0.04%

Top 3 Peso Bond Mutual Funds

  1. Cocolife Fixed Income Fund: +1.23%
  2. ALFM Peso Bond Fund: +0.20%
  3. Ekklesia Mutual Fund: +0.11%

Top 3 Foreign Currency Bond Mutual Funds

  1. ALFM Euro Bond Fund: -0.48%
  2. Philequity Dollar Income Fund: -0.65%
  3. ALFM Dollar Bond Fund: -0.73%

Top 3 Peso Money Market Mutual Funds

  1. Sun Life Prosperity Money Market Fund: +0.56%
  2. ALFM Money Market Fund: +0.46%
  3. Philam Managed Income Fund: +0.46%

Performance Ranking: Mutual Funds and ETF in the Philippines

Here is the complete ranking of Mutual Funds and ETF investments in the Philippines, from the highest-yielding fund to the worst performing fund per category, from January until March 2018.

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

 PESO EQUITY FUNDSJan-Mar 2018 YTD Gain (Loss) %Mar 2017-Mar 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1ATRAM Alpha Opportunity Fund0.51%12.51%1.74%3.02%
2Philequity Fund-5.60%9.79%-0.32%3.02%
3Soldivo Strategic Growth Fund-5.73%6.87%-3.13%No Data
4Climbs Share Capital Equity Investment Fund-6%No DataNo DataNo Data
5United Fund-6.26%12.92%1.01%0.07%
6ATRAM Philippine Equity Opportunity Fund-6.36%5.77%-1.08%1.47%
7Philequity Dividend Yield Fund-6.42%6.57%-0.80%No Data
8Sun Life Prosperity Philippine Equity Fund-6.49%8.79%-0.93%0.75%
9Philam Strategic Growth Fund-6.57%6.76%-1.92%-1.02%
10Philippine Stock Index Fund-6.60%8.56%-0.16%3.09%
11Philequity PSE Index Fund-6.61%8.72%0.29%3.73%
12Sun Life Prosperity Philippine Stock Index Fund-6.61%8.73%No DataNo Data
13PAMI Equity Index Fund-6.76%7.76%No DataNo Data
14ALFM Growth Fund-7.07%6.77%-1.76%1.66%
15First Metro Save and Learn Equity Fund-7.57%8.42%-2.33%0.33%
16One Wealthy Nation Fund-8.22%-0.19%No DataNo Data
17MBG Equity Investment FundNo DataNo DataNo DataNo Data

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

 PESO EQUITY ETFJan-Mar 2018 YTD Gain (Loss) %Mar 2017-Mar 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1First Metro Phil. Equity Exchange Traded Fund-6.55%9.71%1.12%No Data

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

 DOLLAR EQUITY FUNDSJan-Mar 2018 YTD Gain (Loss) %Mar 2017-Mar 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Sun Life Prosperity World Voyager Fund0.32%15.05%No DataNo Data
2ATRAM AsiaPlus Equity Fund-0.59%17.43%2.85%2%

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

 PESO BALANCED FUNDSJan-Mar 2018 YTD Gain (Loss) %Mar 2017-Mar 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1ATRAM Philippine Balanced Fund-4.09%3.41%-0.25%1.50%
2First Metro Save and Learn Balanced Fund-4.23%6.72%-3.59%-2.44%
3NCM Mutual Fund of the Phils-4.25%3.58%-0.96%-1.37%
4Bahay Pari Solidaritas Fund-4.31%3.61%-0.20%1.76%
5Grepalife Balanced Fund-4.52%3.18%No DataNo Data
6Sun Life of Canada Prosperity Balanced Fund-4.75%5.44%-1.26%-0.67%
7Sun Life Prosperity Dynamic Fund-4.95%4.78%-3.10%No Data
8PAMI Horizon Fund-5.10%3.25%-1.92%-2.24%
9Philam Fund-5.25%2.86%-2.03%-2.12%
10ATRAM Dynamic Allocation Fund-5.29%2.56%-3.34%-0.71%

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

 DOLLAR BALANCED FUNDSJan-Mar 2018 YTD Gain (Loss) %Mar 2017-Mar 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1PAMI Asia Balanced Fund1%12.85%2.39%0.11%
2Sun Life Prosperity Dollar Advantage Fund0.41%11.84%3.70%4.46%
3Sun Life Prosperity Dollar Wellspring Fund0.04%6.68%No DataNo Data
4Cocolife Dollar Fund Builder-2.19%-0.25%0.12%0.65%

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

 PESO BOND FUNDSJan-Mar 2018 YTD Gain (Loss) %Mar 2017-Mar 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Cocolife Fixed Income Fund1.23%5.23%5.09%5.03%
2ALFM Peso Bond Fund0.20%1.97%1.63%1.27%
3Ekklesia Mutual Fund0.11%0.84%1.09%0.22%
4First Metro Save and Learn Fixed Income Fund-0.03%0.40%-0.10%1.16%
5Philequity Peso Bond Fund-0.22%0.81%-0.24%-0.88%
6Sun Life of Canada Prosperity Bond Fund-0.41%1.81%0.56%-0.47%
7Sun Life Prosperity GS Fund-0.57%1.12%0.13%-1.08%
8Grepalife Fixed Income Fund-0.84%0.47%-0.89%-2.57%
9ATRAM Corporate Bond Fund-1.28%-0.47%-1.44%-0.25%
10Soldivo Bond Fund-1.73%-1.62%-1.68%No Data
11Philam Bond Fund-1.82%-1.41%-0.56%-1.62%

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

 FOREIGN CURRENCY BOND FUNDSJan-Mar 2018 YTD Gain (Loss) %Mar 2017-Mar 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1ALFM Euro Bond Fund-0.48%1.35%0.74%1.62%
2Philequity Dollar Income Fund-0.65%-0.13%0.75%1.25%
3ALFM Dollar Bond Fund-0.73%1.52%2.23%2.20%
4First Metro Save and Learn Dollar Bond Fund-0.80%-0.40%0.54%No Data
5ATRAM Total Return Dollar Bond Fund-1.44%0.23%1.16%1.02%
6Grepalife Dollar Bond Fund-2.27%-0.46%0.06%1%
7Sun Life Prosperity Dollar Abundance Fund-2.34%-0.08%1.26%0.53%
8PAMI Global Bond Fund-2.56%-1.95%-1.44%-2.51%
9Philam Dollar Bond Fund-2.58%-0.40%0.93%1.52%
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 March 2018

 PESO MONEY MARKET FUNDSJan-Mar 2018 YTD Gain (Loss) %Mar 2017-Mar 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
3Sun Life Prosperity Money Market Fund0.56%2.31%1.94%1.11%
1ALFM Money Market Fund0.46%1.79%1.38%1.35%
2Philam Managed Income Fund0.46%1.32%0.14%0.21%

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

 DOLLAR MONEY MARKET FUNDSJan-Mar 2018 YTD Gain (Loss) %Mar 2017-Mar 2018 1-Year Gain (Loss) %3-year Gain (Loss) %5-year Gain (Loss) %
1Sun Life Prosperity Dollar Starter Fund0.29%No dataNo dataNo data

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

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