February 7, 2025

Top Philippine Mutual Funds 2019 – Peso Lab

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Another year has ended, so it is time to check which of the mutual funds investment for 2019 have provided the highest return for their investors. For those who have invested and got rewarded as last year closes, congratulations!

For those who haven’t started, 2020 is the year to begin your journey towards financial freedom. You may want to check out beginner’s guide to mutual funds and the following:

Related posts. New to mutual funds/UITF? Read this first.
Difference between mutual fund, UITF, PERA, ETF, VUL
Which is better: investing in mutual fund/UITF or stocks?
How to invest in mutual funds with zero sales load
How much can you earn from Philippine mutual funds?
Compare mutual fund fees: List of Philippine mutual funds
Contact details of Philippine companies that offer mutual fund

For all the tables that you see in this post, data is taken from PIFA website and updated as of January 2, 2020. And as always, what you see here are all past performances and they do not predict or guarantee future returns.

Top mutual funds 2019 in the Philippines

Of the top 10 mutual funds, six are bond funds, three are balanced funds, and one is a money market fund. And only the top three have posted double-digit returns. Philam Bond Fund, Inc. is number one with a return of 11.54%, followed by Sun Life’s Prosperity Bond Fund and Prosperity GS Fund.

By the way, ROI means return on investment.

COMPANY FUND NAME TYPE ROI
Philam Philam Bond Fund, Inc.  Bond 11.54%
Sun Life Sun Life of Canada Prosperity Bond Fund, Inc.  Bond 11.20%
Sun Life Sun Life Prosperity GS Fund, Inc.  Bond 10.47%
Soldivo Soldivo Bond Fund, Inc.  Bond 8.03%
Philequity Philequity Peso Bond Fund, Inc.  Bond 7.71%
Philam PAMI Horizon Fund, Inc.  Balanced 7.21%
FAMI First Metro Save and Learn Fixed Income Fund, Inc.  Bond 6.79%
Philam Philam Fund, Inc.  Balanced 6.61%
Philam Philam Managed Income Fund, Inc.  Money market 6.35%
Sun Life Sun Life of Canada Prosperity Balanced Fund, Inc.  Balanced 5.81%

Top PH equity index mutual fund of 2019

The stock index is composed of the 30 largest blue chip companies, and for the year 2019 it gained 4.68%. Of the six index funds, First Metro Philippine Equity Exchange Traded Fund (FMETF) posted the highest yield of 5.61%. The FMETF is the only exchange traded fund (ETF) in the country today, and you can invest by buying its shares from the stock market.

COMPANY FUND NAME ROI
FAMI First Metro Phil. Equity Exchange Traded Fund, Inc. 5.61%
Philequity Philequity PSE Index Fund Inc. 5.34%
ALFM Philippine Stock Index Fund Corp. 5.27%
Sun Life Sun Life Prosperity Philippine Stock Index Fund, Inc. 4.87%
Philam PAMI Equity Index Fund, Inc. 4.20%
FAMI First Metro Save and Learn Philippine Index Fund, Inc. 2.56%

Top PH equities mutual fund of 2019

The actively managed equities funds that are invested in , it is Cocolife’s United Fund that is on top of the list, reporting 4.36% gains for its clients. Sun Life Prosperity Philippine Equity Fund FAMI’s Consumer Fund come next with 3.71% and 3.50% gains respectively.

Also note that five funds have reported negative returns (loss).

COMPANY FUND NAME ROI
Cocolife United Fund, Inc.  4.36%
Sun Life Sun Life Prosperity Philippine Equity Fund, Inc.  3.71%
FAMI First Metro Consumer Fund on MSCI Phils. IMI, Inc.  3.50%
Philam Philam Strategic Growth Fund, Inc.  3.50%
Philam Philequity Fund, Inc.  3.45%
Philam Philequity Dividend Yield Fund, Inc.  2.62%
FAMI First Metro Save and Learn Equity Fund,Inc.  1.09%
Climbs Climbs Share Capital Equity Investment Fund Corp.  0.80%
ALFM ALFM Growth Fund, Inc.  -0.13%
Soldivo Soldivo Strategic Growth Fund, Inc.  -1.13%
ATRAM ATRAM Alpha Opportunity Fund, Inc.  -4.08%
ATRAM ATRAM Philippine Equity Opportunity Fund, Inc.  -5.75%
MBG MBG Equity Investment Fund, Inc.  -11.28%

Top balanced mutual fund of 2019

Among balanced funds, PAMI Horizon Fund and Philam Fund have the most gains, each with 7.21% and 6.61% returns respectively. Also on the table, you will see that there are two funds have reported net loss in the last year.

COMPANY FUND NAME ROI
Philam PAMI Horizon Fund, Inc.  7.21%
Philam Philam Fund, Inc.  6.61%
Sun Life Sun Life of Canada Prosperity Balanced Fund, Inc.  5.81%
Sun Life Sun Life Prosperity Dynamic Fund, Inc.  5.77%
FAMI First Metro Save and Learn Balanced Fund Inc.  3.46%
ALFM Solidaritas Fund, Inc.  2.58%
Grepalife Grepalife Balanced Fund Corporation  1.92%
ATRAM ATRAM Philippine Balanced Fund, Inc.  -1.27%
ATRAM ATRAM Dynamic Allocation Fund, Inc.  -5.36%

Top PH bond mutual fund 2019

The bond funds reported the largest gains in mutual funds in the Philippines last year.

COMPANY FUND NAME ROI
Philam Philam Bond Fund, Inc.  11.54%
Sun Life Sun Life of Canada Prosperity Bond Fund, Inc.  11.20%
Sun Life Sun Life Prosperity GS Fund, Inc.  10.47%
Soldivo Soldivo Bond Fund, Inc.  8.03%
Philequity Philequity Peso Bond Fund, Inc.  7.71%
FAMI First Metro Save and Learn Fixed Income Fund,Inc.  6.79%
Cocolife Cocolife Fixed Income Fund, Inc.  4.83%
ALFM Ekklesia Mutual Fund Inc.  4.44%
ALFM ALFM Peso Bond Fund, Inc.  4.20%
Grepalife Grepalife Fixed Income Fund Corp.  2.72%
ATRAM ATRAM Corporate Bond Fund, Inc.  2.30%

Top mutual fund money market 2019

And lastly, here are the returns of the money market mutual funds.

COMPANY FUND NAME ROI
Philam Philam Managed Income Fund, Inc.  6.35%
ALFM ALFM Money Market Fund, Inc.  4.09%
Sun Life Sun Life Prosperity Money Market Fund, Inc.  3.74%



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