Saturday, December 1, 2012

UITF Performance Update - November 2012

In behalf of our valued readers, updates on Unit Investment Trust Fund performances for the month of November are listed on the tables below.


EQUITY FUND

SB Peso Equity Fund remain as the top performer for equity trust funds with 32.62% investment returns. UB's Large Cap Equity and Metrobank's Metro Equity Funds, last month's 3rd and 5th, came strong this month to finish 2nd and 3rd respectively, based on our list in the figure below.

UCPB's United Equity Fund (4th ) and BDO Equity Fund (5th) complete our list of the Top 5 best performing equity funds this month.




BALANCED FUND

SB's Peso Asset Variety Fund topped our balanced fund list this month as it overtakes UCPB's United Balanced Fund with a strong performance of 23.86% investment returns.

BDO Peso Balanced Fund remains on the third spot on our list while UB's Peso Balanced Portfolio made a big leap to 4th place from 6th place last month. Metrobank's Balanced Fund complete our list of the Top 5 best performing balanced funds this month.





MONEY MARKET FUND

SB's Secure Peso Fund, 3rd on last month's list, emerges as the top money market fund best performer for the current month. BDO Peso Money Market and UB's Peso Money Market Funds both slide to 2nd and 3rd spot, respectively.

UCPB United Cash Management and PNB Global Filipino Funds remain at 4th and 5th spots, respectively, based on the list below.






PESO BOND FUNDS

Performance updates for the different peso bond funds for this month are listed on the tables below.


  • Intermediate Term Bond Fund





  • Medium Term Bond Fund





  • Long Term Bond Fund