Best Equity Mutual Funds In The Philippines

There are so many inquiries on what are the best equity mutual funds in the Philippines to invest with. To answer this question, we have come up with summaries of performances of equity mutual funds available in the Philippine trust market today.

You, the investor, be the judge what’s the best among the mutual funds to invest with based on the summary of yearly returns listed below. Included is the year-to-date returns as of May 15, 2013.


Let's have the numbers do the talking.

1. PHILEQUITY FUND, INC.

• 1995 -  20.77%
• 1996 -  58.28%
• 1997 -  -5.20%
• 1998 -  30.01%
• 1999 -  35.83%
• 2000 -  6.80%
• 2001 -  2.94%
• 2002 -  -5.15%
• 2003 -  35.56%
• 2004 -  28.43%
• 2005 -  15.24%
• 2006 -  52.26%
• 2007 -  18.33%
• 2008 -  -40.71%
• 2009 -  65.05%
• 2010 -  54.18%
• 2011 -  6.12%
• 2012 -  33.69%
• YTD 15Mar13 - 23.83%

2. ATR KE EQUITY OPPORTUNITY FUND, INC.

• 2004 -  4.04%
• 2005 -  20.23%
• 2006 -  45.49%
• 2007 -  13.84%
• 2008 -  -41.49%
• 2009 -  42.85%
• 2010 -  51.83%
• 2011 -  6.12%
• 2012 -  28.52%
• YTD 15Mar13 - 24.64%

3. PHILEQUITY PSE INDEX FUND, INC.

• 2000 -  1.54%
• 2001 -  -19.81%
• 2002 -  -11.03%
• 2003 -  33.39%
• 2004 -  24.37%
• 2005 -  16.58%
• 2006 -  38.35%
• 2007 -  21.74%
• 2008 -  - 40.72%
• 2009 -  59.00%
• 2010 -  38.02%
• 2011 -  8.19%
• 2012 -  30.08%
• YTD 15Mar13 - 23.20%

4. SUN LIFE PROSPERITY PHILIPPINE EQUITY FUND

• 2001 -  -7.90%
• 2002 -  -17.84%
• 2003 -  39.82%
• 2004 -  20.18%
• 2005 -  11.36%
• 2006 -  41.18%
• 2007 -  18.23%
• 2008 -  -38.82%
• 2009 -  43.48%
• 2010 -  41.22%
• 2011 -  2.88%
• 2012 -  32.97%
• YTD 15May13 - 22.63%

5. PHILAM STRATEGIC GROWTH FUND

• 1998 -  19.18%
• 1999 -  14.60%
• 2000 -  -15.10%
• 2001 -  -3.88%
• 2002 -  -4.94%
• 2003 -  31.15%
• 2004 -  23.37%
• 2005 -  15.19%
• 2006 -  43.32%
• 2007 -  26.82%
• 2008 -  -41.41%
• 2009 -  47.40%
• 2010 -  54.18%
• 2011 -  2.66%
• 2012 -  29.18%
• YTD 15May13 - 21.38%

6. FIRST METRO SAVE AND LEARN EQUITY FUND

• 2006 -  67.58%
• 2007 -  12.62%
• 2008 -  -30.70%
• 2009 -  53.11%
• 2010 -  63.37%
• 2011 -  8.18%
• 2012 -  27.32%
• YTD 15May13 - 20.11%

7. COCOLIFE UNITED FUND, INC.

• 1996 -  7.53%
• 1997 -  0.00%
• 1998 -  22.71%
• 1999 -  8.95%
• 2000 -  -32.80%
• 2001 -  6.10%
• 2002 -  5.49%
• 2003 -  12.91%
• 2004 -  14.93%
• 2005 -  10.51%
• 2006 -  24.16%
• 2007 -  8.88%
• 2008 -  -13.62%
• 2009 -  23.25%
• 2010 -  23.32%
• 2011 -  -3.99%
• 2012 -  18.97%
• YTD 15May13 - 18.23%