Some of you might argue that funds are not comparable with each other since each fund has varying investment mandates. The list is not intended as a solicitation of investment or endorsement of any fund. We are not agents of or connected with any of the companies in this list. *Note: Data were sourced from the industry association of fund managers, Philippine Investment Funds Association. Are Equity Funds always the best investment?īest Mutual Funds in the Philippines (based on 5-Year Returns) Rank.
Best Mutual Funds (Dollar Feeder Fund) in 2020.Best Mutual Funds (Feeder Fund) in 2020.Best Mutual Funds (Dollar Money Market) in 2020.Best Mutual Funds (Money Market Fund) in 2020.Best Mutual Funds (Dollar & Euro Bond) in 2020.Best Mutual Funds (Dollar Balanced) in 2020.Best Mutual Funds (Balanced Fund) in 2020.Best Mutual Funds (Dollar Equity) in 2020.Best Mutual Funds (Equity Fund) in 2020.Best Mutual Funds in the Philippines (based on 5-Year Returns).Since most investors dislike volatility and unpredictability, despite Fund B’s “flash-in-the-pan” performance in Year 1, intelligent investors would choose Fund A instead of Fund B because of Fund A’s better performance over the long run. Most investors typically prefer a fund that generates stable returns over one-time, big-time profits that cannot be sustainably achieved. Worst, in Year 3, while the benchmark posted a loss of -12%, Fund B lost a much bigger -20%. In Year 2, for example, while the benchmark index grew by 10%, it only managed to book a 5% return. But what about succeeding years? Was it able to deliver consistent above-average returns? Not quite.
This is double the 15% performance of the benchmark index that year. Which fund would you invest in? Yearly Performanceįund B wowed us with a staggering 30% gain in Year 1. Take, for example, two funds below: Fund A and Fund B. This refers to the ability of the fund to consistently deliver above-average returns in the long run. So to determine the best mutual funds in the Philippines, one criteria we can consider is consistency in returns. It usually takes years - sometimes many, many years - before our investment can consistently and sustainably grow. But this doesn’t mean we should expect to become millionaires after weeks or months of investing in mutual funds. We invest with the hope that we’ll make money in the future.
So what we’ll do is hopefully give you enough information to help you arrive at a good decision regarding the best mutual funds that are suitable for you and worthy of your investment. Terms and conditions of the website are applicable.Which mutual fund is the best mutual fund to invest in the Philippines?Īctually, it’s difficult to identify the best one given varying tastes and preferences of investors. Losses, however caused, in connection with the use of, or on the reliance of its product or related services. It accepts no liability for any damages or INZ000241638 | ARN codeĦ9583) makes no warranties or representations, express or implied, on products offered through the platform. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs. Please read the scheme information and other related documents before investing. Mutual fund investments are subject to market risks. The recommendations and reviews do not guarantee fund performance, nor should they be viewed as an assessment of a fund's, or the fund's underlying securities' They should not, therefore, be the sole basis of investment decisions. To broad markets, as well as analysts' expectations about future events. However, they carry unknown risks and uncertainties linked Measures and qualitative assessments, in an unbiased manner, while choosing the fund(s) mentioned above. *FundsIndia's Research team has, to the best of its ability, taken into account various factors - both quantitative To view more select funds in this category please Sign in Sign up