A Byte of my 2.2-lb Brain

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Philippine Mutual Fund Companies: How have they fared?

If you’re opting to invest in mutual funds, the tables below can guide you in choosing which company/companies you might want to entrust your investments to. Typically, individuals who do not have the time and other resources to trade stocks on a regular basis but still want to have some equity exposure are strongly advised to invest in mutual funds instead. I have already previously discussed the pros and cons of investing in mutual funds here and here.

The performances of various Philippine mutual fund companies (as of Jan 02, 2012) under Stock Funds and Bond Funds are listed below. The data are taken from Philippine Investment Funds Association (PIFA) website. Kindly click on the images (tables) to enlarge. Under their Mutual Funds 101 section, the PIFA has listed the various funds in the Philippines.

In the Philippines , there are currently four basic types of mutual funds—stock (also called equity), balanced, bond and money market funds.  Bond funds invest primarily in bonds such as treasury notes issued by the Philippine government and commercial papers issued by reputable companies in the Philippines .  Having a full basket of only fixed-income securities, bond funds provide capital preservation while maintaining a conservative stance in terms of asset allocation.   Like bond funds, money market funds also have a conservative stance since they have a full basket of fixed income funds.  The main difference lies in the term of investments of money market fund investments, which is one year or less.  Equity funds invest primarily in shares of stock issued by Philippine corporations.   The dominance of stock issues within the portfolio positions the fund to attain a more aggressive rate of growth.   Balanced funds invest in both shares of stocks and bonds, thereby accessing the growth potential of stocks tempered with the presence of secure fixed-income instruments.   Professional fund managers create value for shareholders by providing superior yields within controlled risk exposures.   Certainly, expective in both security selection and asset allocation go a long way in ensuring better long-term rewards for mutual fund investors. (source: PIFA)

stock funds

* – NAVPS as of the previous banking day
** – NAVPS as of two banking days ago
*** – Sept. 17, 2012 is the Inception Date.

balanced funds

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This entry was posted on January 2, 2013 by in Mutual Fund and tagged , .
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