Top Mutual Funds in the Philippines as of January 31, 2016

As of January 31, 2016, the Philippines has a total of 55 active Mutual Fund Companies as per Philippine Investment Fund Association (PIFA).

The Philippine Stock Exchange Index (PSEi) is still not showing a sign of recovery with an indication that it’s nearing a bear market. Nevertheless, if you are a long term investor trying to prepare for your own retirement or for the education of your children with a time frame of beyond 10 years, this is actually a great opportunity to accumulate more shares and invest more.

Philippine Stock Exchange Index

Ups and downs are regular phenomenon in the investing market. If you are just starting out in investing and is already experiencing these downfalls, don’t be disheartened. Again, this is an opportunity that you should take.

Given that, here are how mutual funds perform during January 2016.

Top 5 Equity Funds Based on Year-To-Date (YTD) Return

Fund Name Fund Type NAVPS YTD
1 Philam Strategic Growth Fund, Inc. Equity Fund 480.71 -4.95%
2 ALFM Growth Fund, Inc Equity Fund 233.59 -5.08%
3 PAMI Equity Index Fund, Inc. Equity Fund 44.255 -5.26%
4 Sun Life Prosperity Philippine Stock Index Fund, Inc. Equity Fund 0.8442 -5.36%
5 United Fund, Inc. Equity Fund 2.9583 -5.46%

Top 5 Balanced Funds Based on Year-To-Date (YTD) Return

Fund Name Fund Type NAVPS YTD
1 Cocolife Dollar Fund Builder, Inc. Balanced Fund $0.03541 0.06%
2 NCM Mutual Fund of the Phils., Inc Balanced Fund 1.745 -2.40%
3 Philam Fund, Inc. Balanced Fund 15.5631 -2.64%
4 Bahay Pari Solidaritas Fund, Inc. Balanced Fund 1.9463 -2.71%
5 PAMI Horizon Fund, Inc. Balanced Fund 3.4663 -2.71%

Top 5 Bond Funds Based on Year-To-Date (YTD) Return

Fund Name Fund Type NAVPS YTD
1 Sun Life Prosperity Dollar Abundance Fund, Inc. Bond Fund $2.8803 1.51%
2 Philam Dollar Bond Fund, Inc. Bond Fund $2.1419 1.50%
3 Grepalife Dollar Bond Fund Corp. Bond Fund $1.7315 1.21%
4 PAMI Global Bond Fund, Inc Bond Fund $1.0588 0.97%
5 ALFM Dollar Bond Fund, Inc. Bond Fund $421.33 0.69%

Top 10 Mutual Funds in the Philippines as of January 31, 2016 (5-Year Return)

Fund Name Fund Type NAVPS 5 yr. Return
1 Philequity PSE Index Fund Inc. Equity Fund 4.3591 11.04%
2 Philequity Fund, Inc. Equity Fund 31.7979 10.30%
3 First Metro Save and Learn Fixed Income Fund,Inc. Bond Fund 2.2034 8.44%
4 First Metro Save and Learn Equity Fund,Inc. Equity Fund 4.8636 7.80%
5 ATRAM Dynamic Allocation Fund, Inc. Balanced Fund 1.6681 7.42%
6 Sun Life Prosperity Philippine Equity Fund, Inc. Equity Fund 3.5776 7.39%
7 Bahay Pari Solidaritas Fund, Inc. Balanced Fund 1.9463 7.24%
8 Sun Life of Canada Prosperity Balanced Fund, Inc. Balanced Fund 3.4699 6.51%
9 Philequity Peso Bond Fund, Inc. Bond Fund 3.4583 6.11%
10 Cocolife Fixed Income Fund, Inc. Bond Fund 2.5505 6.07%