Philippine Mutual Fund Companies To Invest In

59 comments

Updated: March 23, 2018

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
ATRAM Alpha Opportunity Fund, Inc.
ATRAM AsiaPlus Equity Fund, Inc. (USD$)
ATRAM Philippine Equity Opportunity Fund, Inc.
Climbs Share Capital Equity Investment Fund Corp.
First Metro Phil. Equity Exchange Traded Fund, Inc.
First Metro Save and Learn Equity Fund,Inc.
MBG Equity Investment Fund, Inc.
One Wealthy Nation Fund, Inc.
PAMI Equity Index 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.
Soldivo Strategic Growth Fund, Inc.
Sun Life Prosperity Philippine Equity Fund, Inc.
Sun Life Prosperity Philippine Stock Index Fund, Inc.
Sun Life Prosperity World Voyager Fund, Inc.
United Fund, Inc.

Balanced Funds

ATRAM Dynamic Allocation Fund, Inc.
ATRAM Philippine Balanced Fund, Inc.
Bahay Pari Solidaritas Fund, Inc.
Cocolife Dollar Fund Builder, Inc. (USD$)
First Metro Save and Learn Balanced Fund Inc.
Grepalife Balanced Fund Corporation
NCM Mutual Fund of the Phils., Inc
PAMI Asia Balanced Fund, Inc. (USD$)
PAMI Horizon Fund, Inc.
Philam Fund, Inc.
Sun Life of Canada Prosperity Balanced Fund, Inc.
Sun Life Prosperity Dollar Advantage Fund, Inc. (USD$)
Sun Life Prosperity Dollar Wellspring Fund, Inc.
Sun Life Prosperity Dynamic Fund, Inc.

Bond Funds

ALFM Dollar Bond Fund, Inc. (USD$)
ALFM Euro Bond Fund, Inc.
ALFM Peso Bond Fund, Inc.
ATRAM Corporate Bond Fund, Inc.
ATRAM Total Return Dollar Bond Fund, Inc. (USD$)
Cocolife Fixed Income Fund, Inc.
Ekklesia Mutual Fund Inc.
First Metro Save and Learn Dollar Bond Fund, Inc. (USD$)
First Metro Save and Learn Fixed Income Fund,Inc.
Grepalife Dollar Bond Fund Corp. (USD$
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.
Soldivo Bond Fund, Inc.
Sun Life of Canada Prosperity Bond Fund, Inc.
Sun Life Prosperity Dollar Abundance Fund, Inc. (USD$)
Sun Life Prosperity GS Fund, Inc.

Money Market Funds

ALFM Money Market Fund, Inc.
Philam Managed Income Fund, Inc.
Sun Life Prosperity Dollar Starter 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 23, 2018

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59 comments

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

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

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

  7. 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

  8. 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

  10. 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.

  13. 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?

  14. 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(‘_^)

  15. 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!

  16. 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

  18. @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.

  19. 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.

  20. @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.

  21. 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…

  22. 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?

  27. 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

  28. 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

  29. 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.

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

    Pl let me know

    Remedios Parinas

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

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

    Can you recommend to me a MF broker?

  37. 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…

  38. 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.

  41. 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!

  42. 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?

  43. 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

  44. 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

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

  47. 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.

  48. 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.

  49. Dito po ako sa saudi arabia gusto KO po mag invest sa MF paano po ba? May 5000 pesos po ako ,ang tanong magkano po monthly payment? Interesado po talaga ako Sana matulungan niyo po ako ng tama.salamat po

  50. Hi po sir Fitz, balak ko sana mag invest sa MF (equity) ng Philequity since andito ko sa abroad, target ko sana BDO UITF kaso di pwede pag nasa abroad.. Anyway, medyo na bother lng aq sa sales load ng Philequity (3.5%).. Sabi sa mga forum n nbasa ko, dpt daw wag mag invest sa mga MF na may sales load..may iba p po ba pwede pag invest ng di gano kalakihan ang sales load at pwede pra sa mga OFW..? thanks po..

  52. hello sir which company is a better option if i invest in mutual funds. i’m a newbie.
    I’m thinking of BDO, BPI, Sun Life? i really need help here. thanks

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