As of May 29, 2015, BPI's Philippine High Dividend Equity Fund is still the best performing equity UITF in the Philippines, gaining 6.79% since the start of the year. It has outperformed the PSEi, which ended the week with 4.84% YTD.
Aside from BPI Philippine High Dividend Equity Fund, 6 other funds outperformed the index, 4 of them coming from BPI: BPI Equity Value Fund (6.45%), China Bank CBC Equity Fund (5.69%), Odyssey Tax-Exempt Philippine Equity Fund (5.52%), Odyssey Philippine Equity Fund (5.29%),Unionbank Philippine Equity Index Tracker Fund Portfolio (5.02%), and BPI Philippine Equity Index Fund (4.96%).
Despite of the 2.94% drop of the index last week (went down by as much as 4.37% in 4 days), it's nice to see that many local equity UITFs are still doing well.
The complete list is shown below.
Comparing the best Equity UITF with the best Equity Mutual Fund as of last week, BPI Philippine High Dividend Equity Fund turns out as the better investment over Cocolife United Fund, Inc., which finished the week with 6.37% YTD. To view this week's edition of Equity Mutual Fund Performance Report, clickhere.
For a step-by-step guide to UITF investing, click here.
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.
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