Philippine Mutual Fund Companies To Invest In

This article is posted under General Information, Investing.

---------

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 ICAP.

Peso Stock Funds
ATR KimEng Equity Opportunity Fund, Inc.
DWS Deutsche Philippine Equity Fund, Inc
First Metro Save and Learn Equity Fund, Inc.
Philam Strategic Growth Fund, Inc.
Philequity Fund, Inc.
Philequity PSE Index Fund Inc.
Philippine Stock Index Fund Corp.
Sun Life Prosperity Phil. Equity Fund, Inc.
United Fund, Inc.

Peso Balanced Funds
ALFM Growth Fund, Inc
First Galleon Family Fund, Inc.
First Metro Save and Learn Balanced Fund Inc.
GSIS Mutual Fund, Inc.
MFMCP Kabuhayan Fund, Inc.
Optima Balanced Fund, Inc.
Philam Fund, Inc.
Sun Life Prosperity Balanced Fund, Inc.

Foreign Currency Balanced Funds
Sun Life Prosperity Dollar Advantage Fund, Inc.

Peso Bond Funds
ALFM Peso Bond Fund, Inc.
Cocolife Fixed Income Fund, Inc.
DWS Deutsche Philippine Fixed Income Fund, Inc.
Ekklesia Mutual Fund Inc.
First Metro Save and Learn Fixed Income Fund, Inc.
Philam Bond Fund, Inc.
Philequity Peso Bond Fund, Inc.
Prudentialife Fixed Income Fund Inc.
Sun Life Prosperity Bond Fund, Inc.
Sun Life Prosperity GS Fund, Inc.

Foreign Currency Bond Funds
AIG Global Bond Fund Phils.,Inc.
ALFM Dollar Bond Fund, Inc.
ALFM Euro Bond Fund, Inc.
Grepalife Dollar Bond Fund Corp.
Grepalife Fixed Income Fund Corp.
MAA Privilege Dollar Fixed Income Fund, Inc.
MAA Privilege Euro Fixed Income Fund, Inc.
Philam Dollar Bond Fund, Inc.
Philequity Dollar Income Fund Inc.
Sun Life Prosperity Dollar Abundance Fund, Inc.

Peso Money Market Funds
ATR KimEng 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 ICAP website.

Lastly, if you’d like to receive more updates regarding this topic and other articles and tips on investing, please subscribe to Ready To Be Rich.

---

Posts You Can Read Next:

Sun Life Financial Philippines: Mutual Funds Catalogue
A friend of mine is thinking of investing in mutual funds and interestingly, he found my list of Philippine mutual fund companies which I wrote a couple of years back. He emailed me recently to ask if I could feature the different mutual funds that Sun Life Financial Philippines offers as he is leaning towards investing...

The BPI Investment Fund
A friend of mine gave me yesterday a brochure from the Bank of the Philippine Islands. It’s a marketing flyer about the different BPI Investment Funds. He was hoping for me to have a look at it and eventually help him decide which one to invest in. But I said to him that I’m not in the...

BDO: Unit Investment Trust Fund Product Catalogue
I was sorting through my letters last week when I noticed a Unit Investment Trust Fund product catalogue from BDO among them. I remember asking a BDO trust and investment officer for their UITF brochure a couple of months ago and I’m glad she was able to furnish me a copy of this through mail. “We find...

This entry was posted by Fitz Villafuerte on Monday, March 30th, 2009 at 6:18 am and is filed under General Information, Investing. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site. If it's your first time to comment here, they will be held for moderation. Off-topic responses may be deleted.

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

Millionaire Acts on April 1st, 2009 at 7:35 am

Investing in a mutual fund, particularly in an equity fund, reduces the risk compared to directly investing in the stock market.
Andrei on April 9th, 2009 at 7:26 am

Wrong Spelling. That’s MFMCP Kabuhayan Fund
Fitz on April 10th, 2009 at 10:43 pm

Yes, that’s MFMCP. Sorry for the typo. It’s corrected now. Thanks Andrei for pointing out my mistake.
jonatsgonats on April 30th, 2009 at 11:03 am

Sometimes managing your own mutual fund is much better than investing in mutual funds from other companies.
don on June 18th, 2009 at 5:07 pm

I am not currently in the Philippines, how can i invest in Philippines mutual funds? Can I do it via internet?
sixto on October 5th, 2009 at 9:53 pm

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
ruby palma on October 7th, 2009 at 11:45 pm

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
cyrus sagun on January 25th, 2010 at 5:28 pm

how can i invest in mf? help me too where i can website or the incharge person..
Jonha on May 7th, 2010 at 9:00 am

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.
marielle on June 3rd, 2010 at 1:49 pm

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?
RC on July 2nd, 2010 at 3:56 pm

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(‘_^)
Fitz on July 3rd, 2010 at 12:18 am

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!
aneehs on January 21st, 2011 at 9:07 pm

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
Cher on February 28th, 2011 at 12:50 pm

Hi Fitz,

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

Thank you
Fitz on March 1st, 2011 at 4:58 am

@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.
Cher on March 11th, 2011 at 11:34 pm

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.
Fitz on March 12th, 2011 at 2:50 am

@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.
marms on June 17th, 2011 at 6:02 pm

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…
marms on June 17th, 2011 at 6:11 pm

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?
disyerto on August 29th, 2011 at 6:48 pm

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

tnx
lee on November 8th, 2011 at 7:50 pm

plz.. teach me how to be a member.
marms on November 9th, 2011 at 2:33 pm

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
Ikay on December 8th, 2011 at 4:57 pm

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