Top Performing UITFs in the Philippines as of November 30, 2015

Here are the Top Performing UITFs in the Philippines from UITF.com.ph as of November 30, 2015.

Top 5 Equity Funds (Year-to-Date)

Bank Fund Name ROI
1 China Banking Corporation CBC EQUITY FUND -0.47%
2 Bank of the Philippine Islands BPI Philippine High Dividend Equity Fund -1.11%
3 Bank of the Philippine Islands BPI Equity Value Fund -1.99%
4 Asia United Bank Equity Investment Trust Fund -3.15%
5 Union Bank UnionBank Dividend Play Equity Portfolio -3.58%

Top 5 Balanced Funds  (Year-to-Date)

Bank Fund Name ROI
1 Philippine Bank of Communications BEST BALANCED FUND 0.67%
2 Robinsons Bank RBank Balanced Fund 0.15%
3 Bank of the Philippine Islands BPI Balanced Fund -0.27%
4 LandBank of the Philippines Growth Fund -0.91%
5 China Banking Corporation CBC BALANCED FUND -1.46%

Top 5 Intermediate Term Bond Funds (Year-to-Date)

Bank Fund Name ROI
1 Union Bank UnionBank Medium Term Fixed Income Portfolio 2.20%
Portfolio Duration: 2.28 year(s) as of 2nd quarter of 2015
2 Union Bank UnionBank Infinity Prime Fund 2.13%
Portfolio Duration: 2.41 year(s) as of 2nd quarter of 2015
3 China Banking Corporation CBC INTERMEDIATE FIXED-INCOME FUND 1.30%
Portfolio Duration: 0.26 year(s) as of 3rd quarter of 2015
4 Bank of the Philippine Islands BPI Premium Bond Fund 0.95%
Portfolio Duration: 1.26 year(s) as of 2nd quarter of 2015
5 EastWest Banking Corporation EastWest Peso Intermediate Term Bond Fund 0.89%
Portfolio Duration: 1.56 year(s) as of 3rd quarter of 2015

Top 5 Medium Term Bond Funds (Year-to-Date)

Bank Fund Name ROI
1 BDO Unibank, Inc. BDO PESO FIXED INCOME FUND 3.08%
Portfolio Duration: 3.10 year(s) as of 3rd quarter of 2015
2 BDO Unibank, Inc. BDO PESO BOND FUND 2.62%
Portfolio Duration: 3.02 year(s) as of 3rd quarter of 2015
3 Union Bank UnionBank Philippine Peso Fixed Income Portfolio 1.94%
Portfolio Duration: 3.97 year(s) as of 2nd quarter of 2015
4 Asia United Bank Peso Investment Trust Fund 1.60%
5 BDO Unibank, Inc. BDO MERIT FUND MEDIUM TERM PORTFOLIO 1.56%
Portfolio Duration: 3.31 year(s) as of 3rd quarter of 2015

Top 5 Long Term Bond Funds (Year-to-Date)

Bank Fund Name ROI
1 AB Capital AB CAPITAL PREMIUM FUND 6.34%
Portfolio Duration: 1.09 year(s) as of 3rd quarter of 2015
2 Union Bank UnionBank Long Term Fixed Income Portfolio 3.38%
Portfolio Duration: 4.44 year(s) as of 2nd quarter of 2015
3 Union Bank UnionBank Tax Exempt Portfolio 2.35%
Portfolio Duration: 2.65 year(s) as of 2nd quarter of 2015
4 Rizal Commercial Banking Corporation RIZAL PESO BOND FUND 0.49%
Portfolio Duration: 3.37 year(s) as of 3rd quarter of 2015
5 Security Bank Corporation SB PESO BOND FUND 0.02%
Portfolio Duration: 7.90 year(s) as of 3rd quarter of 2015

Disclaimer: Past performance is not an indication of future results. There are several risks associated with investing in mutual funds/UITF 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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