In the Philippines, there are several mutual fund companies registered in the Securities and Exchange Commission (SEC), the government agency that safeguards the rights of the investing public. You may need to go to the nearest office or send through mail. The top spot is harder to maintain because different fund managers use different strategies when it comes to investing. Then a professional fund manager will put your money in the market and make it earn for you. (adsbygoogle = window.adsbygoogle || []).push({}); First, you have zero control over your portfolio. Past performance can be really tricky. I think that that reason alone should be enough to convince you to open an account with them. Aside from this blog she also writes at www.izzaglinofull.com, a beauty and lifestyle blog for frugal Pinays and manages, www.izzagevents.com, a wedding and event business since 2011. Currently, ALFM Growth Funds (the ones mostly invested in stocks) has a 5-year return set at 15.72% already. Understanding Managed Funds as an Investment Vehicle in the Philippines, Personal Equity and Retirement Fund (P.E.R.A.) (This depends on what type of mutual fund you invested). Here are the top five mutual fund companies in the Philippines that we would suggest you start investing in: We have some bias over here since FAMI is the one and only mutual fund company we have been invested in for the past two years. On the future articles, I will share more detailed information on how to invest in mutual funds in the Philippines. To see more mutual funds and their performance over the years, check out pifa.com.ph. The following table is updated regularly to reflect the Net Asset Value Per Share (NAVPS) of all mutual funds in 1-yr, … Types of Mutual Funds in the Philippines. Top 10 Performing Mutual Funds in the Philippines 2020 #10 Philequity Peso Bond Fund Inc. – 5.62% YTD Return. I do Philippine stock market AND in online farming or crowdfunding. Prospectus which is required and filed with the Securities and Exchange Commission. Please research too about other investment vehicles that may answer your financial goals. When you open your mutual fund account, all the money you invest will be diversified to different corporations intelligently picked by experts. The table below will help you decide which type of Best Mutual Funds in the Philippines is right for you. Prof. James Ryan Jonas teaches business strategy, investments, and entrepreneurship at the University of the Philippines (UP) for more than a decade now. Now, if you are not aware what mutual funds are, this post answers a few basic questions on mutual funds. Put that money at work for a long period of time and then reap the rewards after. This document provides details about an investment offering as well as facts that an investor needs to make an investment decision. in the Philippines. For this reason ask your relationship manager or fund manager on what fees could be involved in your investments. There’s no such thing as the best mutual fund in the Philippines, there’s only the best mutual fund that can help you achieve your financial goals. But, since I am reserving my mutual fund for. Mutual Fund doesn’t make you an instant millionaire. But, since I am reserving my mutual fund for retirement I don’t really care that much. All content, layout, graphics and designs are my own unless otherwise stated. Only the bond funds showed a positive return at (-)3.42% for the worst-performing and at (+)4.99% for the top-performing (yehey, positive!). It turns out, ALFM Mutual Funds are actually managed by the BPI Investment Management. That Php Php 960 to Php 1440 in total could have been an additional 240 shares for me if I divide it to the latest First Metro Save and Learn Equity Fund Net Asset Value Per Share of Php 5.9. Your email address will not be published. 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