Philippine Mutual Fund Companies To Invest In

Posted by Fitz Villafuerte under General Information, Investing on March 30, 2009

At present, the Investment Company Association of the Philippines or ICAP has several mutual fund companies as their members.

So if you’re thinking of investing in mutual funds, then I hope this list of mutual fund companies in the Philippines can help you find the best mutual fund for your investing requirements.

In the country, there are basically four types of mutual funds – stock or equity funds, bond funds, money market funds and balanced funds.

What’s the difference between these four?

  • Stock or Equity Funds – invests primarily in shares of stocks issued by Philippine corporations
  • Bond Funds – invests primarily in treasury notes issued by the Philippine government and commercial papers issued by reputable companies in the country
  • Money Market Funds – invests in the same instruments as bond funds but at shorter terms, which may just be one year or less
  • Balanced Funds – invests in both stocks and bonds

What type of mutual fund should you invest in? It all depends on your investing goals and risk tolerance. I suggest you read my guide on investing if you want to know how to prepare yourself in becoming an investor.

So without further delay, here are the mutual fund companies in the Philippines under PIFA grouped according to the type of funds that they offer.

Stock Funds
ALFM Growth Fund, Inc
ATR KimEng AsiaPlus Recovery Fund, Inc. (USD$)
ATRKE Alpha Opportunity Fund, Inc.
ATRKE Equity Opportunity Fund, Inc.
First Metro Phil. Equity Exchange Traded Fund, Inc.
First Metro Save and Learn Equity Fund,Inc.
Philam Strategic Growth Fund, Inc.
Philequity Dividend Yield Fund, Inc.
Philequity Fund, Inc.
Philequity PSE Index Fund Inc.
Philippine Stock Index Fund Corp.
Sun Life Prosperity Philippine Equity Fund, Inc.
United Fund, Inc.*

Balanced Funds
ATRKE Philippine Balanced Fund, Inc.
Bahay Pari Solidaritas Fund, Inc.
Cocolife Dollar Fund Builder, Inc. (USD$)
First Metro Save and Learn Balanced Fund Inc.
NCM Mutual Fund of the Phils., Inc
One Wealthy Nation Fund, Inc.
Optima Balanced Fund, Inc.
PAMI Asia Balanced Fund, Inc.
PAMI Horizon Fund, Inc.
Philam Fund, Inc.
Sun Life of Canada Prosperity Balanced Fund, Inc.
Sun Life Prosperity Dollar Advantage Fund, Inc. (USD$)

Bond Funds
ALFM Dollar Bond Fund, Inc. (USD$)
ALFM Euro Bond Fund, Inc.
ALFM Peso Bond Fund, Inc.
ATR KimEng Total Return Bond Fund Inc. (USD$)
Cocolife Fixed Income Fund, Inc.
Ekklesia Mutual Fund Inc.
First Metro Save and Learn Fixed Income Fund,Inc.
Grepalife Bond Fund Corporation
Grepalife Dollar Bond Fund Corp. (USD$)
Grepalife Fixed Income Fund Corp.
MAA Privilege Dollar Fixed Income Fund, Inc. (USD$)
MAA Privilege Euro Fixed Income Fund, Inc.
PAMI Global Bond Fund, Inc (USD$)
Philam Bond Fund, Inc.
Philam Dollar Bond Fund, Inc. (USD$)
Philequity Dollar Income Fund Inc. (USD$)
Philequity Peso Bond Fund, Inc.
Prudentialife Fixed Income Fund Inc.
Sun Life of Canada Prosperity Bond Fund, Inc.
Sun Life Prosperity Dollar Abundance Fund, Inc.
Sun Life Prosperity GS Fund, Inc.

Money Market Funds
ALFM Money Market Fund, Inc.
First Metro Save and Learn Money Market Fund,Inc.
Philam Managed Income Fund, Inc.
Sun Life Prosperity Money Market Fund, Inc.

To learn more about these Philippine mutual fund companies including their contact details, please refer to the PIFA website.

The list above was last updated on: March 26, 2014

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42 Responses to “Philippine Mutual Fund Companies To Invest In”


  1. Investing in a mutual fund, particularly in an equity fund, reduces the risk compared to directly investing in the stock market.

  2. Andrei says:

    Wrong Spelling. That’s MFMCP Kabuhayan Fund

  3. Fitz says:

    Yes, that’s MFMCP. Sorry for the typo. It’s corrected now. Thanks Andrei for pointing out my mistake. :D

  4. jonatsgonats says:

    Sometimes managing your own mutual fund is much better than investing in mutual funds from other companies.

  5. don says:

    I am not currently in the Philippines, how can i invest in Philippines mutual funds? Can I do it via internet?

  6. sixto says:

    mayroon ba mf na puwede mag invest ng 200 lang kada linggo at may mga nababasa ako mag invest daw sa mf that yield 10% pa saan mayroon nuon hope you can reply to my query salamat po

  7. ruby palma says:

    hi i am interested to invest in mutual funds..please help me where i can get the website or the email address of the in-charge person of the 1st metro..thank you

  8. cyrus sagun says:

    how can i invest in mf? help me too where i can website or the incharge person..

  9. Jonha says:

    So you think it’s best for a newbie to invest in mutual funds instead of directly playing singlehanded on stocks? I need your ideas as I am thinking of investing on stocks and I’m new to this.

  10. marielle says:

    how can i invest mf?how much the initial ca i apply through email and where’s the current place of ICAP ?how can i go there?

  11. RC says:

    Here is my list of Questions:
    1.Minimum amount can invest in SDT- bond?
    2.When it can be withdraw?
    3.How to get account for SDT?
    4.What process on buying warrants?
    5.How to become member- broker of PSE?

    Hope you would address all my queries
    Thanks(‘_^)

  12. Fitz says:

    Hello everyone. You can read this: Investing in Mutual Funds to know more about MF.

    Also, for specific questions, I suggest you ask the mutual fund companies themselves because each company has different rules and regulations regarding their funds.

    Thanks!

  13. aneehs says:

    how can i invest in mutual fund?
    what are the rules?
    where is the place?
    what i shall do?
    i want to be a member.i want to learn about it?
    can you help me

  14. Cher says:

    Hi Fitz,

    If you are to invest right now, where would you invest?

    Thank you

  15. Fitz says:

    @Cher
    Are you asking which Mutual Fund will I invest?

    I’d choose the SunLife Peso Stock Fund… but do note that this is just me and the reason why I choose that is actually personal.

    You should have your own investing objective and then do due diligence so you can discover which mutual fund can help you achieve your investment goals.

    Don’t just follow the advise of people on where to invest. And if you really must, ask those whose investing objective is the same as yours.

  16. Cher says:

    Thanks Fitz!

    I just have extra cash and would like to learn and do some productive fund investment than just putting it on savings bank.

    I am not exactly familiar with funds and have no time to keep on checking. But I know I would like to put my money in 1 of them but not sure which one. I tried to monitor as frequently as I thought I could but can’t. So am aiming long term.

    Thanks again.

  17. Fitz says:

    @Cher

    My advise and what I believe would be the simplest thing that you can do is to check which of these companies would be convenient for you to visit. Ask which one is near your office or home?

    And then, go there and seek advise from their investment manager as to which product fits best with your risk tolerance, commitment and objectives.

  18. marms says:

    im a licensed mutual fund representative of Sunlife Financial..
    on question where to invest will depend on your financial goal, risk tolerance and investment objectives..

    before investing you will be subject to answer the client profile to determine your investment objectives…

  19. marms says:

    for those interested to know more about mutual fund… just post your comments here..

    you can open as low as 10,000 and P 1,000 on your succeding investment.. isn’t it affordable?

  20. disyerto says:

    @marms, I am interested to know more about mutual fund, can you send me tru email more details: lloydcastro1015@yahoo.com

    tnx

  21. lee says:

    plz.. teach me how to be a member.

  22. marms says:

    just email me: jnn_station@yahoo.com or just leave ur email adress for me to contsct.

    only those interested in investing in mutual funds please

  23. Ikay says:

    Hi I would like to ask this… I have read in a best selling book about the mf in the Philippines. there are some that has an interest of 10% yearly… is that true? and what mf or company will that be?. I’m sorry for so many questions… I am just very interested to know about
    mf and wanted to invest. Please help me

  24. ana ascutia says:

    hello!!! ma’am/sir i am interested to invest in mutual funds..please help me where i can get the website or the email address of the in-charge person of the SunLife Peso Stock Fund..thank you

  25. Ann says:

    I have two MF’s Philam and Philequity
    You can open as low as 5,000 pesos for Initial investment and 1000 for succeeding. 10k for Philam 5k for Phil equity and First metro.

    For those who are interested to invest in Mutual Fund contact me.
    I am an Independent rep of the 3 Mutual fund companies that I have mentioned.

  26. REMEDIOS PARINAS says:

    How to apply for these funds? Do i have to have bank account?

    Pl let me know

    Remedios Parinas

  27. Ann says:

    Ms.Remedios Parinas, No ma’am you dont need to have a bank account.

  28. Felix Gomez says:

    I have FAMI SALEF and Sunlife balanced fund. Will try to look into PAMI next year. So far ok ang performance ni FAMI.

  29. manuel asuncion says:

    i would like to invest in mutual fund but i am a beginner, and do not know where to go, or to talk to.

  30. manuel asuncion says:

    could you please give me advise where shall i start with

  31. Fitz says:

    Hi Manuel,

    You can attend the IMG Wealth Academy to learn more about mutual funds (how they work, how to invest, etc.).

    You can SIGN UP HERE

  32. Carmela Tan says:

    I am Canadian but Filipino-born, how do I open a MF acct in the Philippines?

    Can you recommend to me a MF broker?

  33. mary ann says:

    i want to ask po which is good to invest mf or uitf? im in japan now. I want to save for my future… I dont have enough time when im in philippines because when i have vacation to philippine just 1-2 weeks. help me pls…

  34. Fitz says:

    Hi Mary Ann, in my opinion, your best option is UITF because the process is quick and easy (3 days max, usually just 1 day) and you can just go to your bank where you already have a savings account to open one.

    Just ask your bank for their available investment products (UITF) and choose one which suits your needs.

  35. Chuchay says:

    Hi! If you have say 300k to invest in MF/UITF, how would you place it? Lump sum or like cost averaging that you will place every month? And will you just put it in one company only or divide it and place say 50% in MF company then the other 50% in a UITF product of a bank? Thanks!

  36. geric says:

    Hello po Sir,

    Just want to ask po regarding sa returns ng Mutual Fund, i received report for the returns of the mutual fund companies paturo lang sana ako if anung ibig sabihin ng nakalagay na percentage return (Pls. see below):

    Top 5 5-Year-Average Return Performer
    Fund Name NAV Per Share 5 yr. Return
    First Metro Save and Learn Balanced Fund Inc.* 2.9327 26.43%
    First Metro Save and Learn Equity Fund,Inc.* 5.3594 24.50%
    Philequity Fund, Inc.* 32.5547 22.65%
    Philam Strategic Growth Fund, Inc.* 565.23 19.32%
    Philequity PSE Index Fund Inc.* 4.2617 18.31%

    Anu po ba ang ibig sabihin for example Philequity Fund na 22.65%?
    ibig sabihin ba if nag invest ako ng 10,000 lalaki yung investment ko ng 22.65% after 5 years? so bale after 5 years magiging 12,265.00 yung pera ko? or 22.65% EACH year yung tubo po?

  37. Mark says:

    Hi Chuchay,

    Basically, your 300K will earn more if you place it all at the same time in a mutual fund instead of doing a peso averaging or some sort of annuity with the premise of holding the funds for the same amount of time . The averaging, in my opinion, is only advisable if you don’t have the lump sum to begin with. Also, averaging with mutual funds are a bit more costly because of the entry fees (if the fund has a front end load).

    In terms of diversification, MFs and UITFs are essentially the same except for the structure of the funds. If you need to diversify, you can go for a growth oriented fund and a balanced fund from a UITF or an MF.

    I am a Certified Investment Solicitor and I may be able to answer some of your questions if you have some more. Contact me at marcuzaureliuz@yahoo.com

  38. Mark says:

    Hi Geric,

    5 year return is the average of the funds gain/loss performance in the span of 5 years. So basically your 10KPhp, with the effect of compounded interest, should amount to 27,754Php by the end of the 5th year.

    Yung first few digits before the percentage are the net asset value per share or presyo ng bawat share at a given point in time.

    If you have further questions regarding MFs, you can contact me at marcuzaureliuz@yahoo.com

  39. olioli says:

    di pako kinokontak ng IMG Wealth Academy free seminar, balak ko sa San Pablo City umattend. im from Batangas.

  40. roanne says:

    Pleas3 guide us in our investmnts

  41. Juan Miguel says:

    Sir Fitz, thank you po sa mga guides. Now I know how to invest my money in mutual funds. Napakabait mo po talag and so generous in sharing your financial knowledges, two thumbs up Sir Fitz.

    Long term investing po, okay lang po ba if Mutual Funds Equity or directly invest my money in the stock market directly.

  42. nelson c. sorreda says:

    Dear Sir, if i have to invest one hundred thousand in mutual fund say equity or direct investment in five years period magkano po ba ang kikitain nito or investment return? what is the difference if i invest it in a bank since they also offer investment and stocks. Maraming salamat po sir.

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