Top Mutual Funds in the Philippines as of October 31, 2015

As of October 31, 2015, the Philippines has a total of 54 active Mutual Fund Companies as per Philippine Investment Fund Association (PIFA).

top performing mutual funds in the philippines
Top 5 Equity Funds Year To Date

  Fund Name NAVPS YTD Return
1 Philequity Dividend Yield Fund, Inc. 1.2138 26.04%
2 United Fund, Inc. 3.2892 1.15%
3 First Metro Save and Learn Equity Fund,Inc. 5.5523 -0.36%
4 Philippine Stock Index Fund Corp. 802.56 -0.47%
5 Philequity PSE Index Fund Inc. 4.7688 -0.97%

Updated Nov 12, 2015: PIFA has updated their website showing a -3.42% YTD loss for Philequity Dividend Yield Fund Inc.

Top 5 Balanced Funds Year To Date

Fund Name NAVPS YTD Return
1 Cocolife Dollar Fund Builder, Inc. $0.03539 2.28%
2 Bahay Pari Solidaritas Fund, Inc. 2.0473 0.65%
3 First Metro Save and Learn Balanced Fund Inc. 2.7959 -0.15%
4 One Wealthy Nation Fund, Inc. 1.0263 -1.22%
5 Sun Life Prosperity Dollar Advantage Fund, Inc. $3.1616 -1.43%

Top 5 Bond Funds Year To Date

Fund Name NAVPS YTD Return
1 Cocolife Fixed Income Fund, Inc. 2.5223 4.21%
2 ATRAM Total Return Dollar Bond Fund Inc. $1.0989 3.41%
3 Philam Dollar Bond Fund, Inc. $2.1355 2.90%
4 ALFM Dollar Bond Fund, Inc. $418.61 2.54%
5 Sun Life of Canada Prosperity Bond Fund, Inc. 2.7686 2.51%

Top 10 Mutual Funds in the Philippines as of October 31, 2015 as to 5-Year Return

Fund Name Fund Type NAVPS 5 yr. Return
1 Philequity PSE Index Fund Inc. Equity Fund 4.7688 12.02%
2 Philequity Fund, Inc. Equity Fund 35.0043 11.92%
3 Philippine Stock Index Fund Corp. Equity Fund 802.56 11.90%
4 First Metro Save and Learn Equity Fund,Inc. Equity Fund 5.5523 9.88%
5 NCM Mutual Fund of the Phils., Inc Balanced Fund 1.8273 9.23%
6 First Metro Save and Learn Fixed Income Fund,Inc. Bond Fund 2.2211 9.18%
7 Sun Life Prosperity Philippine Equity Fund, Inc. Equity Fund 3.9723 8.92%
8 Bahay Pari Solidaritas Fund, Inc. Balanced Fund 2.0473 8.46%
9 ATRAM Dynamic Allocation Fund, Inc. Balanced Fund 1.7953 8.33%
10 First Metro Save and Learn Balanced Fund Inc. Balanced Fund 2.7959 7.33%

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.

1 thought on “Top Mutual Funds in the Philippines as of October 31, 2015”

Comments are closed.