As of June 30, 2017, the Philippines has a total of 57 active Mutual Fund Companies as per Philippine Investment Fund Association (PIFA).

Top 5 Equity Funds Year To Date

Fund Name NAVPS YTD Return
1 ATRAM Alpha Opportunity Fund, Inc. 1.5902 20.44%
2 ATRAM AsiaPlus Equity Fund, Inc. $0.99 18.62%
3 Philequity PSE Index Fund Inc. 5.1679 14.08%
4 Philippine Stock Index Fund Corp. 864.05 13.94%
5 Sun Life Prosperity Philippine Stock Index Fund, Inc. 0.9969 13.85%

Top 5 Balanced Funds Year To Date

Fund Name Fund Type NAVPS YTD Return
1 PAMI Asia Balanced Fund, Inc. Balanced Fund $0.97 10.95%
2 Sun Life Prosperity Dollar Advantage Fund, Inc. Balanced Fund $3.43 10.20%
3 First Metro Save and Learn Balanced Fund Inc. Balanced Fund 2.6212 8.69%
4 Sun Life of Canada Prosperity Balanced Fund, Inc. Balanced Fund 3.7615 7.74%
5 Bahay Pari Solidaritas Fund, Inc. Balanced Fund 2.1383 7.22%

Top 5 Bond Funds Year To Date

Fund Name Fund Type NAVPS YTD Return
1 Sun Life Prosperity Dollar Abundance Fund, Inc. Bond Fund $3.01 3.76%
2 Grepalife Dollar Bond Fund Corp. Bond Fund $1.78 3.74%
3 Philam Dollar Bond Fund, Inc. Bond Fund $2.23 3.34%
4 Sun Life of Canada Prosperity Bond Fund, Inc. Bond Fund 2.7666 2.92%
5 PAMI Global Bond Fund, Inc Bond Fund $1.08 2.83%

Top 10 Mutual Funds in the Philippines as of June 30, 2017 as to 5-Year Return

Fund Name Fund Type NAVPS 5 yr. Return
1 Philippine Stock Index Fund Corp. Equity Fund 864.05 8.36%
2 Philequity PSE Index Fund Inc. Equity Fund 5.1679 8.29%
3 Philequity Fund, Inc. Equity Fund 37.4289 7.58%
4 ATRAM Philippine Equity Opportunity Fund, Inc. Equity Fund 4.2753 5.78%
5 ATRAM Philippine Balanced Fund, Inc. Balanced Fund 2.3555 5.53%
6 Sun Life Prosperity Philippine Equity Fund, Inc. Equity Fund 4.174 5.45%
7 First Metro Save and Learn Fixed Income Fund,Inc. Bond Fund 2.2158 5.34%
8 Cocolife Fixed Income Fund, Inc. Bond Fund 2.7481 5.32%
9 Sun Life Prosperity Dollar Advantage Fund, Inc. Balanced Fund $3.43 4.79%
10 Bahay Pari Solidaritas Fund, Inc. Balanced Fund 2.1383 4.61%

Disclaimer: Past performance is not an indication of future results. There are several risks associated with investing in mutual funds which are further discussed and enumerated in the fund’s prospectus. Please read the fund’s prospectus before you start investing.

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