Year 2012 ended with a big bang for UITF investors as most
unit investment trust funds offered in the trust market performed superbly well compared
to last year’s luckluster performance. Posted below are the lists of return of invesment performances of the leading UITFs being offered by the banks in the trust market today.
EQUITY FUND
UBP’s Large Cap
Equity Fund topped our Equity Fund list with an overwhelming end-of- the year
return of 36.79% followed by erstwhile top performer SB Peso Equity Fund with a
return of 33.66%. PNB’s Enhanced Phil-Index Reference Fund made a big leap from
last month’s list of sixth place to finish the year at third in our list below.
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| Fig.1 Equity Fund |
BALANCED FUND
UCPB’s United Balanced Fund, meanwhile overtakes last month’s
top performer SB Peso Asset Variety Fund with an end-of-the-year return of
25.01%. SB Peso Asset Variety Fund ended the year with 24.94% return while BDO
Balanced Fund remained at third spot with an end-of-the-year return of 22.47%
based on list on the figure below.
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| Fig.2 Balanced Fund |
MONEY MARKET FUND
Security Bank’s Secure Peso Fund lead our list for the Money
Market Fund performers with a return of 8.04% compared to last year’s 3.96%
performance. BDO Peso Money Market Fund followed at second in our list with an
end-of-the year return of 6.69%.
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| Fig.3 Money Market Fund |
PESO BOND FUND
For the Peso Bond Funds, the Intermediate Term Bond Fund
list was bested by BPI Institutional Fund with 12.95% return while UBP’s
Philippine Peso Bond Portfolio was the highest performer in our Medium Term Bond
Fund list with an 11.97% return.
Our list of Long Term Peso Bond Fund has UBP’s Long Term
Current Income Portfolio at uppermost with 14.78% return, a big boost from last
year’s dismal 0.68% performance.
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| Fig.4 Intermediate Term Peso Bond Fund |
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| Fig.5 Medium Term Peso Bond Fund |
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| Fig.6 Long Term Peso Bond Fund |