Here are the results of the Philippine mutual fund awardees of the PIFA (Philippine Investment Funds Association 8th Annual Awards Night held at Solaire Resort and Casino last August 14, 2014.
Due to my curiosity and want to share these results to the readers and regular visitors of InvestmentTotal.com, Filipinos who are looking for the best mutual funds companies here in the Philippines, some OFW are asking me about the top performing mutual funds in the Philippines, I just somehow write the performance and answer their questions by letting them think about the “top performing” and those funds who got “awards”.
When investing in mutual funds, we have to really consider the past performance, although the performance does not guarantee a good future returns, in the PIFA (updates) the mutual fund industry has grown to two hundred fourteen billion pesos as of June 2014.
If you want to start investing in the mutual funds, you must know which is the best, maybe we can say just “choose the best and forget the rest”, but it always depends on how you invest, do you invest with convenient, to those mutual fund companies with great services, or just want to invest to help you realize your financial goal.
Make a Wise Decision Today
This time you might decide now which mutual fund type and companies you want to invest, do not delay your investments, invest as soon as you can, as you are still young, in investing, time is your greatest ally. You have to consider mutual fund investing is not that easy, the process of making investment is easy, but the investing itself isn’t. There are things you should know before investing in mutual funds, ask yourself the following;
1. Why you should invest?
2. How much do you want to invest? (is it lump sum or do it peso cost averaging)
3. When is your plan to redeem your investment?
4. What is the purpose of your investment?
5. Whcih mutual fund companies?
6. What type of mutual fund? (equity, balance, bond fund, money market, etc)
The mutual fund awardees below might help you to start investing, here they are.
Philippine Mutual Fund Awardees: 2014 PIFA 8th Annual Awards Night
Peso Dominated Bond Fund Segment
| Peso Bond Fund: 1 Year Return | Mutual Funds |
| 1st Place | First Metro Save and Learn Fixed Income Fund, Inc. |
| 2nd Place | Philequity Peso Bond Fund, Inc. |
| 3rd Place | Prudentialife Fixed Income Fund, Inc. |
| Peso Bond Fund: 3 Year Return | Mutual Funds |
| 1st Place | First Metro Save and Learn Fixed Income Fund, Inc. |
| 2nd Place | Philequity Peso Bond Fund, Inc. |
| 3rd Place | Ekklesia Mutual Fund, Inc. |
| Peso Bond Fund: 5 Year Return | Mutual Funds |
| 1st Place | First Metro Save and Learn Fixed Income Fund, Inc. |
| 2nd Place | Philequity Peso Bond Fund, Inc. |
| 3rd Place | Sun Life Prosperity GS Fund, Inc. |
| Peso Bond Fund: 10 Year Return | Mutual Funds |
| 1st Place | Philequity Peso Bond Fund, Inc. |
| 2nd Place | Philam Bond Fund, Inc. |
| 3rd Place | ALFM Peso Bond Fund, Inc. |
Foreign Currency Bond Fund Segment
| Foreign Currency Bond Fund: 1 Year Return | Mutual Funds |
| 1st Place | ALFM Euro Bond Fund, Inc. |
| Foreign Currency Bond Fund: 3 Year Return | Mutual Funds |
| 1st Place | Grepalife Dollar Bond Fund Corp. |
| 2nd Place | Philequity Dollar Income Fund, Inc. |
| 3rd Place | ALFM Dollar Bond Fund, Inc. |
| Foreign Currency Bond Fund: 5 Year Return | Mutual Funds |
| 1st Place | Grepalife Dollar Bond Fund Corp. |
| 2nd Place | Sun Life Prosperity Dollar Abundance Fund, Inc. |
| 3rd Place | Philequity Dollar Income Fund, Inc. |
| Foreign Currency Bond Fund: 10 Year Return | Mutual Funds |
| 1st Place | Philequity Dollar Income Fund, Inc. |
| 2nd Place | Philam Dollar Bond Fund, Inc. |
Money Market Fund Segment
| Money Market Fund: 1 Year Return | Mutual Funds |
| 1st Place | ALFM Money Market Fund, Inc. |
| 2nd Place | Philam Managed Income Fund, Inc. |
| 3rd Place | First Metro Save and Learn Money Market Fund, Inc. |
| Money Market Fund: 3 Year Return | Mutual Funds |
| 1st Place | ALFM Money Market Fund, Inc. |
| 2nd Place | First Metro Save and Learn Money Market Fund, Inc. |
| 3rd Place | Philam Managed Income Fund, Inc. |
| Money Market Fund: 5 Year Return | Mutual Funds |
| 1st Place | Sun Life Prosperity Money Market Fund, Inc. |
| 2nd Place | Philam Management Income Fund, Inc. |
Equity Fund Segment
| Equity Fund: 1 Year Return | Mutual Funds |
| 1st Place | ATR-Kim Eng Equity Opportunity Fund, Inc. |
| 2nd Place | Philequity PSE Index Fund, Inc. |
| 3rd Place | Philippine Stock Index Fund, Corp. |
| Equity Fund: 3 Year Return | Mutual Funds |
| 1st Place | Philequity PSE Index Fund, Inc. |
| 2nd Place | Philequity Fund, Inc. |
| 3rd Place | Philippine Stock Index Fund, Corp. |
| Equity Fund: 5 Year Return | Mutual Funds |
| 1st Place | Philequity Fund, Inc. |
| 2nd Place | First Metro Save and Learn Equity Fund, Inc. |
| 3rd Place | Philippine Stock Index Fund, Corp. |
| Equity Fund: 10 Year Return | Mutual Funds |
| 1st Place | Philequity Fund, Inc. |
| 2nd Place | Philequity PSE Index Fund, Inc. |
| 3rd Place | Philam Strategic Growth Fund, Inc. |
Peso Balanced Fund Segment
| Peso Balanced Fund: 1 Year Return | Mutual Funds |
| 1st Place | Optima Balanced Fund, Inc. |
| 2nd Place | ATRKE Philippine Balanced Fund, Inc. |
| 3rd Place | First Metro Save and Learn Balanced Fund, Inc. |
| Peso Balanced Fund: 3 Year Return | Mutual Funds |
| 1st Place | Optima Balanced Fund, Inc. |
| 2nd Place | First Metro Save and Learn Balanced Fund, Inc. |
| 3rd Place | ATRKE Philippine Balanced Fund, Inc. |
| Peso Balanced Fund: 5 Year Return | Mutual Funds |
| 1st Place | First Metro Save and Learn Balanced Fund, Inc. |
| 2nd Place | Philam Fund, Inc. |
| 3rd Place | ATRKE Philippine Balanced Fund, Inc. |
| Peso Balanced Fund: 10 Year Return | Mutual Funds |
| 1st Place | PAMI Horizon Fund, Inc. |
| 2nd Place | Philam Fund, Inc. |
| 3rd Place | Sunlife Prosperity Balanced Fund, Inc. ATRKE Philippine Balanced Fund, Inc. |
Foreign Currency Balanced Fund Segment
| Foreign Currency Balanced Fund: 1 Year Return | Mutual Funds |
| 1st Place | Sun Life Prosperity Dollar Advantage Fund, Inc. |
| Foreign Currency Balanced Fund: 3 Year Return | Mutual Funds |
| 1st Place | Sun Life Prosperity Dollar Advantage Fund, Inc. |
| 2nd Place | Cocolife Dollar Fund Builder, Inc. |
| Foreign Currency Balanced Fund: 5 Year Return | Mutual Funds |
| 1st Place | Sun Life Prosperity Dollar Advantage Fund, Inc. |
Source: PIFA: Philippine Investment Funds Association
Summary of First Placers: Mutual Funds
Peso Bond Fund 1 Year Return: First Metro Save and Learn Fixed Income Fund, Inc.
Peso Bond Fund 3 Year Return: First Metro Save and Learn Fixed Income Fund, Inc.
Peso Bond Fund 5 Year Return: First Metro Save and Learn Fixed Income Fund, Inc.
Peso Bond Fund 10 Year Return: First Metro Save and Learn Fixed Income Fund, Inc.
Foreign Currency Bond Fund 1 Year Return: ALFM Euro Bond Fund, Inc.
Foreign Currency Bond Fund 3 Year Return: Grepalife Dollar Bond Fund Corp.
Foreign Currency Bond Fund 5 Year Return: Grepalife Dollar Bond Fund Corp.
Foreign Currency Bond Fund 10 Year Return: Philequity Dollar Income Fund, Inc.
Money Market Fund: 1 Year Return: ALFM Money Market Fund, Inc.
Money Market Fund: 3 Year Return: ALFM Money Market Fund, Inc.
Money Market Fund: 5 Year Return: Sun Life Prosperity Money Market Fund, Inc.
Peso Equity Fund: 1 Year Return: ATR_Kim Eng Equity Opportunity Fund, Inc.
Peso Equity Fund: 3 Year Return: Philequity PSE Index Fund, Inc.
Peso Equity Fund: 5 Year Return: Philequity Fund, Inc.
Peso Equity Fund: 10 Year Return: Philequity Fund, Inc.
Peso Balanced Fund: 1 Year Return: Optima Balanced Fund, Inc.
Peso Balanced Fund: 3 Year Return: Optima Balanced Fund, Inc.
Peso Balanced Fund: 5Year Return: First Metro Save and Learn Balanced Fund, Inc.
Peso Balanced Fund: 10 Year Return: PAMI Horizon Fund, Inc.
Foreign Currency Balanced Fund: 1 Year Return: Sun Life Prosperity Dollar Advantage Fund, Inc.
Foreign Currency Balanced Fund: 3 Year Return: Sun Life Prosperity Dollar Advantage Fund, Inc.
Foreign Currency Balanced Fund: 5 Year Return: Sun Life Prosperity Dollar Advantage Fund, Inc.
Learn Financial Education Today!
I hope you can now decide on where mutual fund companies to invest your hard earned money, in my previous post about mutual funds investing, you can get some information about how to get started and past performance of mutual funds companies as well.
- How to Invest In Mutual Funds in the Philippines?
- 2014 Top Performing Mutual Fund Companies in the Philippines
- Addresses of Mutual Funds Companies in the Philippines
Money Quote and Saying for the Day:
In my experience, getting rich takes focus, courage, knowledge, expertise, 100 percent of your effort, a never-give-up attitude and of course a rich mind-set. – T. Harv Eker
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