Philippine Mutual Fund Performance – 1st Quarter 2012


The Philippine equity markets are doing well on the 1st quarter of 2012. Every funds with exposure to the stock market are profitable.

EQUITY FUNDS (primarily invested in Philippine Equities)

  1. Philam Strategic Growth Fund – 21.3%
  2. Philippine Stock Index Fund – 18.6%
  3. Philequity Fund – 17.1%
  4. First Metro Save and Learn Equity Fund – 16.6%
  5. Sun Life Prosperity Phil. Equity Fund – 15.8%
  6. ATRKE Equity Opportunity Fund – 15.7%
  7. PhilEquity PSE Index Fund – 14.4%
  8. United Fund – 6.7%

BALANCED FUNDS (primarily invested in Philippine Equities and Bonds)

  1. ALFM Growth Fund – 24.1%
  2. Bahay Pari Solidaritas Fund – 23.4%
  3. GSIS Mutual Fund – 20.2%
  4. Philam Fund – 19.9%
  5. NCM Mutual Fund of the Phils. – 17.8%
  6. First Metro Save and Learn Balanced Fund – 16.1%
  7. ATRKE Philippine Balanced Fund – 12.2%
  8. Sun Life Prosperity Balanced Fund – 12.1%
  9. Optima Balanced Fund – 11.6%

 BOND FUNDS (primarily invested in Peso debt securities)

  1. Cocolife Fixed Income Fund – 3.5%
  2. First Metro Save and Learn Fixed Income Fund – 2.3%
  3. Ekklesia Mutual Fund – 1.6%
  4. ALFM Peso Bond Fund – 1.3%
  5. Prudentialife Fixed Income Fund – 1.3%
  6. Sun Life Prosperity GS Fund – 0.89%
  7. Sun Life Prosperity Bond Fund – 0.84%
  8. Philequity Peso Bond Fund – 0.77%
  9. Philam Bond Fund – 0.55%

More Financial analyst are optimistic on the Philippine Stock Market and they have a positive outlook that the PSEi will reach 6000 by the end of the year.

Source : (PIFA)

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About "The Overseas Pinoy Investor"
Engineer by profession and an OFW working in Thailand. Join me in venturing the exciting world of investment and encouraging OFW's around the world to invest especially in the Philippines.

3 Responses to Philippine Mutual Fund Performance – 1st Quarter 2012

  1. Vimala says:

    I think it is not difficult to know how to select a mutual fund for a better profit from the investment. Once if you are aware about choosing a mutual fund wisely, it is further easy to keep your income growing.

  2. fisherman says:

    Hi Pinoy Investor,

    Thanks for sharing your experience and knowledge in investing. I’m a newbie in investing and I find your blog very helpful. I bought EDC and SMPH last April but I find them very slow in moving up but since I’m planning to invest for the long-term, I guess I just need to learn to be patient for now. Like you, I’m also an OFW in Singapore. Now I’m reading and saving to buy a mutual fund. Have read your Philippine Mutual Fund Performance – 1st Quarter 2012 and I think I’ll get PHILAM STRATEGIC GROWTH FUND. I have added your site in my favorites, keep blogging :)

    Fisherman

    • Hi Fisherman,
      Thank you for dropping by in my blog.

      I guess you miss the rally of the SMPH stocks on the 1st quarter of 2012. Anyway, EDC and SMPH are a company with good fundamentals and it may take time to move these stocks to a new high.

      Good to know that you are planning to start investing in a mutual fund like PAMI (Philam Fund).

      -OPI

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