The year 2012 is a tremendous year for mutual funds most
especially for equities and balanced funds. This was driven mainly by the remarkable performance
of the stock and equities market.
Our complete lists of mutual fund performance based on %
return on investment are posted below.
EQUITY FUND
This year’s list of Equity Mutual Funds was bested by Sun
Life Prosperity Phil. Equity with year-end returns of 36.25%. Next best is Philequity Fund, Inc. with 33.69% return on investment.
BALANCED FUND
Our Balanced Mutual Fund lists was topped by Bahay Pari
Solidaritas Fund, Inc. which posted 25.87% returns. It is a big jump from a
lackluster 0.70% rate of returns last year. Second on our list is Sun Life
Prosperity Balanced Fund, Inc. with
25.35% end-of-year performance.
MONEY MARKET FUND
Meanwhile, ALFM Money Market Fund topped the Money
Market mutual fund list with 3.01%. This performance, however, is below its last
years returns of 3.28%. Second on the list is Philam Managed Income Fund with a
satisfactory 2.42% returns.
PESO BOND FUND
Although below last year’s performance of 12.34% returns,
First Metro Save and Learn Fixed Income Fund, Inc. still posted the best
performance in the Peso Bond Fund list with 11.31% returns. Philam Bond
Fund Inc. followed at second best with 10.31% returns.
INDEX FUND
Philippine Stock Index Fund of BPI Asset Management posted a
superb performance of 34.74% returns. This remarkable performance was a big
leap from last year’s dismal returns of 3.90%.
Totally, the mutual fund trust market surpassed all of this
year’s expectations due to the great performance of the stock and equities market.
The coming year indicates a very bright future as the bullish trend continuously
geared upward during the first week of this New Year.
Happy investing Juan!