Top Mutual Funds in Philippines (January 2013)

If you are a Mutual Funds investor like me, you will be monitoring your mutual fund performance at least once a month. So, here are the top mutual funds in the Philippines for January of 2013. The basis for ranking is individual mutual funds' YTD (Year-To-Date). Meaning if you have invested at the start of January 2013, the gain or loss for the mutual fund you invested with will be the one shown below. For example, you have invested with First Metro Save and Learn Equity Fund,Inc. which has a YTD value of 5.9%, your investment will already have that value at this time of the year. If you have invested PhP 100,000 during the start of the year, your earnings will be close to PhP 5,900. [panel-image src="http://moneygizmo.net/wp-content/uploads/2013/02/sunlife-phil-equity-funds-january-2013.jpg"] Here's the Top Mutual Fund Investments in the Philippines as of January 2013 [impt text="Top # 9 - United Fund, Inc. at 4.5 % YTD"] United Fund Inc. is an open-end mutual fund registered in Philippines. The Fund is catered towards both large and small investors. It engages in the sale of its share of stocks and the investment of the proceeds thereof in a diversified portfolio of fixed-income and equity securities. (http://www.ucpb.com/)[divider] [impt text="Top # 8 - ATRKE Equity Opportunity Fund, Inc. at 5.25% YTD"] ATRKE Equity Opportunity Fund is an open-end investment fund established in the Philippines. The Fund aims for absolute return and capital appreciation. The Fund applies a value-style investing approach when investing in equity securities. (http://www.atram.com.ph/)[divider] [impt text="Top # 7 - First Metro Save and Learn Equity Fund,Inc. at 5.9% YTD"] First Metro Save & Learn Equity Fund is an open-end incorporated in the Philippines. The Fund's objective is to seek long-term capital appreciation. The Fund invests primarily in carefully selected listed and non-listed equity securities. (http://www.firstmetrofunds.com.ph/)[divider] [impt text="Top # 6 - Philequity PSE Index Fund Inc. at 6.66% YTD"] Philequity PSE Index Fund is an open-end fund incorporated in the Philippines. The Fund's objective is to generate income and achieve short-term capital apprreciation by matching the PSE benchmark Index. The Fund invests in the Index stocks. (http://www.philequity.net/)[divider] [impt text="Top # 5 - Philippine Stock Index Fund Corp. at 7.33 % YTD"] Philippine Stock Index Fund is a Mutual Fund incorporated in the Philippines. The Fund's objective is to provide investment returns that closely correspond to the performance of the Philippine Stock Exchange Index (PSEi). The Fund invests substantially in a basket of stocks included in the index. (http://www.bpiexpressonline.com/)[divider] [impt text="Top # 4 - Philequity Fund, Inc. at 7.53% YTD"] Philequity Fund is an open-ended fund registered in the Philippines. The objective of the Fund is to obtain capital appreciation by investing in a portfolio comprised of first tier Philippine equity securities. (http://www.philequity.net/)[divider] [impt text="Top # 3 - ATRKE Alpha Opportunity Fund, Inc. at 7.89% YTD"] ATRKE Alpha Opportunity Fund is an open-end investment fund established in the Philippines. The Fund aims to achieve capital growth through flexible and dynamic asset allocation. The Fund invests mainly in Philippine small-cap equities. (http://www.atram.com.ph/)[divider] [impt text="Top # 2 - Philam Strategic Growth Fund, Inc. at 8.28% YTD"] Philam Strategic Growth Fund is an open-end fund registered in Philippines. The objective of the Fund is to obtain superior long-term capital growth through a professionally managed equity portfolio. (http://www.philamfunds.com/)[divider] [impt text="Top # 1 - Sun Life Prosperity Philippine Equity Fund, Inc. at 8.53% YTD"] Sun Life Prosperity Philippine Equity Fund Inc is an open-end fund registered in the Philippines. The Fund is designed to generate long-term capital appreciation through investment in high quality equity securities diversified across sectors and issue sizes to provide moderate portfolio volatility. (http://www.sunlife.com.ph/)[divider] Credits: All mutual fund company description were taken from Bloomberg How about YOU? How's your mutual fund's performance? Read more about mutual fund investments.

Mark Hugh Neri

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