Which is the best mutual fund in the Philippines?

Which is the best mutual fund in the Philippines?

Best Performing Index Funds in the Philippines in 2022

Index Fund Type ROI (YOY)
BPI Invest Philippine Infrastructure Equity Index Fund UITF 50.25%
First Metro Save and Learn Philippine Index Fund Mutual Fund 13.53%
Philequity MSCI Philippine Index Fund Mutual Fund 10.50%
Philequity PSE Index Fund Mutual Fund 8.57%

What are typical returns on mutual funds?

Good Average Annual Return for a Mutual Fund For stock mutual funds, a “good” long-term return (annualized, for 10 years or more) is 8% to 10%. For bond mutual funds, a good long-term return would be 4% to 5%.

Which mutual fund is best for returns?

Best Performing Equity Mutual Funds

Fund Name 3-year Return (%)* 5-year Return (%)*
ICICI Prudential Technology Direct Plan-Growth 41.06% 33.45%
Aditya Birla Sun Life Digital India Fund Direct-Growth 38.84% 32.67%
SBI Technology Opportunities Fund Direct-Growth 35.53% 29.53%
Quant Tax Plan Direct-Growth 36.68% 25.27%

Which is best mutual fund 2021?

Top Performing Mutual Funds of 2021

Top Performing Funds Of 2021
Scheme Return (%)
Quant Small Cap Fund 88.05
Quant Infrastructure Fund 83.22
L Emerging Businesses Fund 77.41

Is Sunlife mutual funds good?

Sun Life Equity Fund is suitable for aggressive investors with very high risk tolerance and for those investors with long term investment goal (7 years or so).

Can you lose money in a mutual fund?

With mutual funds, you may lose some or all of the money you invest because the securities held by a fund can go down in value. Dividends or interest payments may also change as market conditions change.

Why 1 year return is higher in mutual fund?

1) You found the one year returns higher as the markets did well in the last one year and so did the fund!. In this case the fund gave 35% return in one year. 2) Any mutual funds research website shows return upto one year in absolute terms. That means if the return is 6% in 6 months, then it is absolute 6%.

Which mutual fund is best in 2021?

Is mutual fund Safe?

Mutual funds are a safe investment if you understand them. Investors should not be worried about the short-term fluctuation in returns while investing in equity funds. You should choose the right mutual fund, which is in sync with your investment goals and invest with a long-term horizon.

Are mutual funds a good investment in the Philippines?

That being said, Mutual Funds are ideally considered a mid-to-long term investment venture with optimal returns gauged at the 5-yrs or higher horizon. Here are the top 10 mutual funds companies in the Philippines – as of August 2021: Mutual Funds Company Fund Type 1-Year Return (%) Stock Funds Stock Funds Balanced Funds Stock Funds

What are The UITF feeder funds in the Philippines?

ATRAM Global Financials Feeder Fund PHP – UITF Aggressive ₱1,000 ₱1,000 ATRAM Global Consumer Trends Feeder Fund – UITF Aggressive ₱1,000 ₱1,000 ATRAM Philippine Sustainable Development and Growth Fund – UITF Aggressive ₱1,000 ₱500 ATRAM Global Equity Opportunity Feeder Fund PHP – UITF Aggressive ₱1,000 ₱1,000

What type of mutual fund gives the best returns?

No single type of mutual funds (equity or balanced or bond funds) was able to consistently achieve the highest returns year after year after year; and 2. There were years that Bond Funds made more money than Equity Funds, while in some years, Money Market Funds even outperformed Balanced Funds!

What are the most popular investment vehicles in the Philippines?

And today you’ll learn about two of the most popular investment vehicles in the Philippines, Mutual Funds and UITF. What are Mutual Funds? What is UITF? Mutual Funds VS. UITF Mutual Funds VS. UITF Comparison Table Why should you invest in Mutual Funds and UITF? How much can you earn from investing in Philippine Mutual Funds? What are Mutual Funds?