Tuesday, January 22, 2013

Mutual Fund Performance Update - January 2013


In this article of PISO Ni Juan, we are posting the latest rate-of- return performance of the different mutual funds offered in the Philippine market for the month of January 2013. This is to update and give our readers a snap shot on the current trend of their mutual fund investments.

For those who are ready to invest in mutual funds, this update will be a good basis to choose among those funds that will suit your investing plans.

EQUITY FUNDS

  1. Philam Strategic Growth Fund – 8.27%
  2. Sun Life Prosperity Philippine Equity Fund – 7.74%
  3. Philequity Fund, Inc. – 7.21%
  4. Philequity PSE Index Fund, Inc. – 6.38%
  5. First Metro Save and Learn Equity Fund. – 6.17%
  6.  ATR KimEng Equity Opportunity Fund – 5.57%
  7. Cocolife United Fund, Inc. – 4.63%
  8. ATRKimEng Asia Plus Recovery Fund – 4.56%

BALANCED FUNDS
  1. GSIS Mutual Fund, Inc. – 7.62%
  2. Philam Fund, Inc. – 7.56%
  3. NCM Mutual Fund of the Phils., Inc. – 7.18%
  4. Sun Life Prosperity Balanced Fund, Inc. – 6.11%
  5. First Metro Save and Learn Balanced Fund, Inc. - 5.45%
  6. ALFM Growth Fund, Inc. – 4.78%
  7. Optima Balanced Fund, Inc. – 4.51%
  8. ATRKE Philippine Balanced Fund, Inc. – 4.38%
  9. Bahay Pari Solidaritas Fund, Inc . – 2.95%


MONEY MARKET FUNDS
  1.  ALFM Money Market Fund, Inc. – 0.27%
  2. First Metro Save and Learn Money Market Fund, Inc. - 0.26%
  3. Philam Managed Income Fund, Inc. – 0.24%
  4. Sun Life Prosperity Money Market Fund, Inc. - 0.03%


PESO BOND FUNDS
  1. Philequity Peso Bond Fund, Inc – 3.99%
  2. Philam Bond Fund, Inc. - 3.15%
  3. Sun Life Prosperity GS Fund, Inc. - 2.72%
  4. Sun Life Prosperity Bond Fund, Inc. - 2.37%
  5. Ekklesia Mutual Fund, Inc. - 2.35%
  6. Prudentialife Fixed Income Fund, Inc. - 1.69%
  7. ALFM Peso Bond Fund. – 1.45%
  8. First Metro Save and Learn Fixed Income Fund, Inc. – 1.45%
  9. Cocolife Fixed Income Fund, Inc. – 0.52%


INDEX FUND
  1. Philippine Stock Index Fund, Inc. – 7.32%