Also, just like the equity funds, foreign balanced funds also perform significant returns. The Philippine Stock Exchange Index (PSEi) is a group of 30 carefully selected stocks to represent the general movement or performance of the Philippine stock market. Bond Funds, Mix of stocks, bonds, money market instruments, Fixed-income instruments (Gov’t securities, treasury bills/notes, etc), Short-term debt securities (time deposits, corporate bonds, cash assets, etc). And this is how it performed last year: During the month of March, this is where the pandemic was really felt. UITFs and Mutual Funds are both investment vehicles where you join other investors and companies to pool a fund, which will be handled by a professional fund manager. Important Disclaimer: past performance is not indicative of future results. While the others were at negative return. Money market funds invest in time deposits and other similar products. Since equity funds are primarily invested in the stock market, they are the most affected. In general, the lower fees (entry fees, management fees, and other fees) the better. -a, First Metro Save and Learn Philippine Index Fund, Inc. -a,4, Philequity MSCI Philippine Index Fund, Inc. -a, Sun Life Prosperity Philippine Equity Fund, Inc. -a, Sun Life Prosperity Philippine Stock Index Fund, Inc. -a, First Metro Phil. Looking for the best mutual fund companies in the Philippines? The top 5 Mutual Funds in the Philippines for 2019 based on their year-to-date returns. ATR KimEng Equity Opportunity Fund, Inc. 2. Or maybe you are trying to search Note: These data are from Bloomberg.com, if you found errors, please contact us immediately., if … Your money as well as the other investors are pooled together by the mutual fund company. In the Philippines, the most popular pooled funds are UITFs , mutual funds and VULs . But when you took advantage when the market dropped, then you’d be smiling big with your profits. Strategies such as regular investing (via Auto-Invest with our Partner Banks BDO, BPI, Metrobank, Security Bank, or Sun RISE) help in averaging the cost of your shares/ units to minimize risk and maximize earning potential. We’ll just need your contact details so our resident real estate agents can reach you to provide you with the details for any of the listed property developments you’re interested to invest in. For the entire year 2019, we looked at the overall performance of all mutual funds in the Philippines and ranked below the top 10 mutual funds with the highest returns from January to December 2019. Mutual Funds Performance (Equity Funds) Philippines June 2013 Trader & Investor Here is the result for the mutual funds performance Philippines (Equity Funds) as of June 2013 , in order for you to know and decide properly on which company you should invest your hard earned money, this blog (nor the owner of this blog) is not endorsing any of these companies. Like any other investment instrument, mutual funds are best held long-term especially for mutual funds that have investment objectives of capital growth such as equity funds. 1. Our mission is to help you win in the real world. Mutual fund is a kind of investment in the Philippines wherein your investments are pooled together with the others, professionally managed and invested in specific types of securities. Or roughly saying, the PSEi represents our economy. Partner with Sun Life for a brighter future today! Dynamic Fund, Inc. -a,1, Sun Life of Canada Prosperity Balanced Fund, Inc. -a, Sun Life Prosperity Achiever Fund 2028, Inc. -a,d, Sun Life Prosperity Achiever Fund 2038, Inc. -a,d, Sun Life Prosperity Achiever Fund 2048, Inc. -a,d, Sun Life Prosperity Dynamic Fund, Inc. -a, Sun Life Prosperity Dollar Advantage Fund, Inc. -a, Sun Life Prosperity Dollar Wellspring Fund, Inc. -a,3, First Metro Save and Learn Fixed Income Fund,Inc. The year 2020 is one of the worst years for us to date. Best Stock/Equity Funds in the Philippines for 2019 [Mutual Funds] Stock or Equity type of mutual funds are considered to be the riskiest but may provide the highest potential gains for your money. In any investment there will always be risks involved. What are Unit Investment Trust Funds Funds will usually have sales loads and … For example, the Philippine Stock Exchange Composite Index is composed of the 30 “biggest” public companies in the Philippines. 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