Profit from the additional features of your individual account
Currently, you are using a shared account. To use individual functions (e.g., mark statistics as favourites, set statistic alerts) please log in with your personal account. If you are an admin, please authenticate by logging in again.
Leading mutual funds companies Philippines 2024
As of February 2024, the Sun Life Prosperity Philippine Equity Fund, Inc. was the leading mutual fund company in the Philippines, with a year-to-date (YTD) growth rate of about 4.42 percent. First Metro Phil. Equity Exchange Traded Fund, Inc.
As of February 2023, the LandBank bond fund of the LandBank of the Philippines was the best bond fund in the Philippines with approximately 2.78 percent ROI in one year. This was followed by the Manulife Asia Dynamic Bond Feeder Fund of Manulife Investment Management with an ROI of 1.76 percent in a year.
What is the best mutual fund in the Philippines 2024? ›| Index Fund | Type | ROI (YTD) |
|---|---|---|
| Sun Life Prosperity Philippine Stock Index Fund | Mutual Fund | 5.65% |
| Metro Philippine Equity Index Tracker Fund | UITF | 5.65% |
| BDO Focused Equity Fund | UITF | 5.61% |
| BDO Institutional Equity Fund | UITF | 5.61% |
Beating the largest fund houses in the Philippines, BPI Trust brought home its sixth trophy as the Best Overall Asset & Fund Manager in the Philippines.
What are the 4 types of mutual funds in the Philippines? ›In the Philippines, mutual funds can be categorized into four basic types: stock/equity, balanced, bond, and money market funds.
What is the safest investment in the Philippines? ›Time Deposit: Safe and Steady
If you prioritize safety and liquidity, a time deposit is a viable option. It's a small investment in the Philippines offered by banks. When you deposit your money in a time deposit, you agree not to withdraw it for a fixed period, typically ranging from a few months to several years.
| Investment Platform | Starting Investment Amount |
|---|---|
| FirstMetroSec FundsMart | ₱1,000 |
| COL Fund Source | ₱5,000 |
| Bonds.PH | ₱5,000 |
| Seedbox Philippines | ₱1,000 |
| YEAR | Peso Medium-Term Bond Fund (FVPL Valuation) | Peso Long-Term Bond Fund (FVPL Valuation) |
|---|---|---|
| 2021 | ATRAM Total Return Peso Bond Fund | SB Peso Bond Fund |
| 2020 | Unionbank PHP Fixed Income Portfolio | EastWest Peso Long Term Bond Fund |
| 2019 | Metro Max - 3 Bond Fund | UCPB Peso Bond Fund |
| 2018 | AUB Peso Investment Fund | UCPB Peso Bond Fund |
| Ticker | Name | 5-year return (%) |
|---|---|---|
| STSEX | BlackRock Exchange BlackRock | 16.27% |
| USBOX | Pear Tree Quality Ordinary | 16.13% |
| FGLGX | Fidelity Series Large Cap Stock | 16.08% |
| PRCOX | T. Rowe Price U.S. Equity Research | 16% |
| – | Risk Profile | Minimum Top Up Amount |
|---|---|---|
| SB Peso Bond Fund | Moderate to Aggressive | PHP5,000 |
| SB Peso Asset Variety Fund | Aggressive | PHP5,000 |
| SB Peso Equity Fund | Aggressive | PHP5,000 |
| SB Philippine Equity Index Fund | Aggressive | PHP5,000 |
Low Capital Requirement
In contrast, most mutual funds in the Philippines require a minimum initial investment amount of only Php5,000.00 and minimum additional investments of Php1,000.00. Some Funds even offer lower minimum initial investment.
Germany emerged as the leading foreign investor in the Philippines, with total investments amounting to approximately 394 billion Philippine pesos. The Netherlands came next with about 350 billion Philippine pesos in investments.
What is the largest investment in the Philippines? ›Renewable energy had the highest value of approved investments in the Philippines in 2023, as reported by the Philippine Board of Investments.
What is the most powerful company in the Philippines? ›| RANK | COMPANY | CEO |
|---|---|---|
| 1 | SM INVESTMENTS CORPORATION | Frederic Cuyegkeng DyBuncio |
| 2 | SM PRIME HOLDINGS, INC. | Jeffrey Lim |
| 3 | BDO UNIBANK, INC. | Nestor Tan |
| 4 | GOLDEN MV HOLDINGS, INC. | Maribeth C. Tolentino |
Author: Terence Hammes MD
Last Updated:
Views: 6369
Rating: 4.9 / 5 (69 voted)
Reviews: 92% of readers found this page helpful
Name: Terence Hammes MD
Birthday: 1992-04-11
Address: Suite 408 9446 Mercy Mews, West Roxie, CT 04904
Phone: +50312511349175
Job: Product Consulting Liaison
Hobby: Jogging, Motor sports, Nordic skating, Jigsaw puzzles, Bird watching, Nordic skating, Sculpting
Introduction: My name is Terence Hammes MD, I am a inexpensive, energetic, jolly, faithful, cheerful, proud, rich person who loves writing and wants to share my knowledge and understanding with you.