Monday, January 14, 2013

Equity UITF Performance - January 2013


The year 2012 concluded with very strong returns for the UITF trust market. This was marked by the bullish trend in the stock market on the last quarter of last year. With signs of renewed interest and confidence towards investing in the stock market, this upward trend was expected to continue towards the end of this New Year.

To update readers of PISO Ni Juan with the performance of the Equity Unit Investment Trust Funds, we are posting below the year-to-date returns of the top equity funds in the Philippine trust market for the whole month of January 2013.

For new investors of unit investment trust funds, you can choose among those funds with strong start to place your initial investment, although it doesn’t guarantee that your investment will post the bigger returns at the end of the year.


EQUITY FUND PERFORMANCE AS OF JANUARY 11, 2013

  1. Union Bank Large Cap Equity Fund – 4.22%
  2. Metrobank Metro Equity Fund – 4.03%
  3. PNB High Dividend Fund – 4.02%
  4. Security Bank Peso Equity Fund – 3.79%
  5.  RCBC Rizal Equity Fund – 3.48%
  6. BPI Odyssey Tax Exempt Philippine Equity Fund – 3.32%
  7. BPI Odyssey Philippine Equity Fund – 3.27%
  8. PNB Enhanced Philippine Index RF – 3.22%
  9. BPI Odyssey Philippine High Conviction Fund – 3.18%
  10. Banco de Oro Equity Fund – 3.08%
  11. UCPB United Equity Fund – 2.83%
  12. BPI Global Equity Fund – 2.77%
  13. BPI Equity Value Fund – 2.12%


EQUITY FUND PERFORMANCE AS OF JANUARY 17, 2013

  1. Metrobank Metro Equity Fund  – 5.58%
  2. Banco de Oro Equity Fund  – 5.32%
  3. Union Bank Large Cap Equity Fund – 5.04%
  4. PNB High Dividend Fund – 4.94%
  5.  Security Bank Peso Equity Fund – 4.91%
  6. BPI Odyssey Tax Exempt Philippine Equity Fund – 4.84%
  7. BPI Odyssey Philippine Equity Fund – 4.77%
  8. UCPB United Equity Fund  – 4.34%
  9. BPI Odyssey Philippine High Conviction Fund – 4.33%
  10. RCBC Rizal Equity Fund – 3.89%
  11. PNB Enhanced Philippine Index RF – 3.74%
  12. BPI Global Equity Fund – 3.26%
  13. BPI Equity Value Fund – 1.80%


EQUITY FUND PERFORMANCE AS OF JANUARY 25, 2013


  1. Metrobank Metro Equity Fund - 5.99%
  2. Security Bank Peso Equity Fund - 5.74%
  3. BPI Odyssey Tax Exempt Philippine Equity Fund - 5.57%
  4. BPI Odyssey Philippine Equity Fund - 5.50%
  5. Banco de Oro Equity Fund - 5.31%
  6. PNB High Dividend Fund - 5.24%
  7. Union Bank Large Cap Equity Fund - 5.23%
  8. BPI Odyssey Philippine High Conviction Fund - 4.95%
  9. UCPB United Equity Fund - 4.88%
  10. PNB Enhanced Philippine Index RF - 4.76%
  11. RCBC Rizal Equity Fund - 4.40%
  12. BPI Global Equity Fund - 3.97%
  13. BPI Equity Value Fund - 3.81%

EQUITY FUND PERFORMANCE AS OF JANUARY 31, 2013


  1. PNB High Dividend Fund - 8.84%
  2. UCPB United Equity Fund - 8.67%
  3. BPI Odyssey Tax Exempt Philippine Equity Fund - 8.58%
  4. BPI Odyssey Philippine Equity Fund - 8.50%
  5. BPI Odyssey Philippine High Conviction Fund - 7.95%
  6. Security Bank Peso Equity Fund - 7.65%
  7. Metrobank Metro Equity Fund - 7.61%
  8. BDO (Institutional) Equity Fund - 7.31%
  9. RCBC Rizal Equity Fund - 7.22%
  10. Banco de Oro Equity Fund - 7.14%
  11. Union Bank Large Cap Equity Fund - 6.84%
  12. PNB Enhanced Philippine Index R.F - 6.67%
  13. BPI Equity Value Fund - 4.99%
  14. BPI Global Equity Fund - 4.50%


Happy investing, Juan!