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