Philippine Mutual Fund Performance 2016
Mutual Funds in general were not spared by the turbulent market for the last two years. It has been understandably challenging to stick to your financial strategies when everything has been going the opposite way.
There were a few exceptions with ATR Kim Eng leading the pack. A few years back, I bought a few shares of ATRAM Phil Equity Opportunity Fund. I sold them after almost a year once my target has been achieved. That year, ATRAM and FAMI were the heavyweights.
ATRAM, however, has the worst performing funds in 2015. Probably due to their aggressive selection of stocks. Again, it is important for an investor to realize his risk tolerance and his ultimate goal. Then plan a strategy around those factors.
Equity Fund
Balance Fund
Source: http://www.pifa.com.ph/factsfignavps.asp
There were a few exceptions with ATR Kim Eng leading the pack. A few years back, I bought a few shares of ATRAM Phil Equity Opportunity Fund. I sold them after almost a year once my target has been achieved. That year, ATRAM and FAMI were the heavyweights.
ATRAM, however, has the worst performing funds in 2015. Probably due to their aggressive selection of stocks. Again, it is important for an investor to realize his risk tolerance and his ultimate goal. Then plan a strategy around those factors.
Equity Fund
| Fund Name | ROI |
|---|---|
| ATRAM Alpha Opportunity Fund, Inc. | 11.71% |
| ALFM Growth Fund, Inc | 4.86% |
| ATRAM Philippine Equity Opportunity Fund, Inc. | -0.56% |
| First Metro Save and Learn Equity Fund,Inc. | -1.05% |
| One Wealthy Nation Fund, Inc. | -1.20% |
| PAMI Equity Index Fund, Inc. | -1.39% |
| Philam Strategic Growth Fund, Inc. | -1.64% |
| Philequity Dividend Yield Fund, Inc. | -1.72% |
| Philequity Fund, Inc. | -2.05% |
| Philequity PSE Index Fund Inc. | -2.11% |
| Philippine Stock Index Fund Corp. | -2.45% |
| Soldivo Strategic Growth Fund, Inc. | -2.72% |
| Sun Life Prosperity Philippine Equity Fund, Inc. | -3.05% |
| Sun Life Prosperity Philippine Stock Index Fund, Inc. | -5.15% |
| United Fund, Inc. | -7.11% |
| First Metro Phil. Equity Exchange Traded Fund, Inc. | -7.56% |
| ATRAM AsiaPlus Equity Fund, Inc. | -9.66% |
Balance Fund
| Fund Name | ROI |
|---|---|
| ATRAM Dynamic Allocation Fund, Inc. | 3.39% |
| ATRAM Philippine Balanced Fund, Inc. | 0.12% |
| Bahay Pari Solidaritas Fund, Inc. | -0.06% |
| First Metro Save and Learn Balanced Fund Inc. | -0.46% |
| NCM Mutual Fund of the Phils., Inc | -1.50% |
| PAMI Horizon Fund, Inc. | -1.53% |
| Philam Fund, Inc. | -1.64% |
| Sun Life of Canada Prosperity Balanced Fund, Inc. | -3.02% |
| Sun Life Prosperity Dynamic Fund, Inc. | -3.18% |
| Cocolife Dollar Fund Builder, Inc. | -3.39% |
| PAMI Asia Balanced Fund, Inc. | -4.07% |
| Sun Life Prosperity Dollar Advantage Fund, Inc. | -10.49% |
Source: http://www.pifa.com.ph/factsfignavps.asp
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