Next on the list is ALFM Growth Fund, Inc., which also outperformed the index by finishing the week with a YTD of 10.63%.
Interestingly, the top 2 MFs are also under BPI. If you have seen this week's Equity UITF Performance Report (click here to view the report), you'll notice that the Top 5 spots belonged to BPI too. Good job BPI!
If we are to compare the best Equity Mutual Fund with the best Equity UITF, you'll see that BPI Equity Value Fund performed slightly better than the ALFM Philippine Stock Index Fund, by finishing the week with 11.44% YTD.
Disclaimer:
The analysis posted is for informational purposes only and should not be taken as a recommendation to buy or sell a particular fund. As with any investment, past performance is not necessarily indicative of future performance. MYPG assumes no responsibility or liability for your trading and investment decisions and results.
Some of my figures don't match the values in pifa.com.ph. Please note that for accuracy of data, I retrieved the NAVPS values from the funds' respective website.
I can't access the December 29, 2014 NAVPS of Sun Life Prosperity Philippine Equity Fund, Inc. so I just derived the value based on the YTD shown in pifa.com.ph and the March 27, 2015 NAVPS (value could have been between 4.0875 to 4.0878).
For the Soldivo Strategic Growth Fund, Inc., the Soldivo website doesn't contain the historical and current NAVPS. I just derived the December 29, 2014 NAVPS based on the current NAVPS and YTD posted in pifa.com.ph. Mutual Fund
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