Thursday, January 22, 2009

A Look on the Past Year 2007

Performance of Philippine Mutual Funds in 2007

Equity Funds (primarily invested in Peso equity securities)

  • Philequity PSE Index Fund - 21.74%
  • Philippine Stock Index Fund - 21.42%
  • Sun Life Prosperity Phil. Equity Fund - 20.58%
  • Philam Strategic Growth Fund - 19.86%
  • Philequity Fund - 18.32%
  • ATR KimEng Equity Opportunity Fund - 13.87%
  • First Metro Save and Learn Equity Fund - 12.63%
  • United Fund - 8.45%

Balanced Funds (primarily invested in Peso debt and equity securities)

  • GSIS Mutual Fund - 21.92%
  • Sun Life Prosperity Balanced Fund - 17.21%
  • MFCP Kabuhayan Fund - 10.56%
  • Optima Balanced Fund - 8.31%
  • First Galleon Family Fund - 0.22%

Foreign Currency-denominated Balanced Funds

  • Sun Life Prosperity Dollar Advantage Fund - 3.54%

Bond Funds (primarily invested in Peso debt securities)

  • Prudentialife Fixed Income Fund - 7.58%
  • Cocolife Fixed Income Fund - 5.76%
  • ALFM Peso Bond Fund - 5.02%
  • First Metro Save and Learn Fixed Income Fund - 4.35%
  • Philam Bond Fund - 4.29%
  • Sun Life Prosperity GS Fund - 3.83%
  • Sun Life Prosperity Bond Fund - 2.42%
  • Ekklesia Mutual Fund - 2.26%
  • Philam Managed Income Fund - (0.05%)
  • Legacy GS Fund - (1.65%)

Foreign Currency-denominated Bond Funds

  • Philam Dollar Bond Fund - 6.55%
  • ALFM Dollar Bond Fund - 5.36%
  • Philequity Dollar Income Fund - 4.88%
  • Grepalife Dollar Bond Fund - 4.65%
  • MAA Privilege Dollar Fixed Income Fund - 4.35%
  • Sun Life Prosperity Dollar Abundance Fund - 2.61%
  • Grepalife Fixed Income Fund Corp. - 2.60%
  • ALFM Euro Bond Fund - 1.69%
  • MAA Privilege Euro Fixed Income Fund - (2.33%)

Money Market Funds (primarily invested in short-term Peso securities)

  • Philequity Money Market Fund - 5.65%
  • Sun Life Prosperity Money Market Fund - 2.03%
  • Legacy TD Fund - (1.69%)
  • ATR KimEng Money Market Fund - (4.72%)

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