As of May 15, 2015, BPI's Philippine High Dividend Equity Fund is still the best performing equity UITF in the Philippines, gaining 10.46% since the start of the year. It has outperformed the PSEi, which ended the week with 9.01% YTD.
Aside from BPI Philippine High Dividend Equity Fund, 5 other funds outperformed the index, 4 of them coming from BPI: BPI Equity Value Fund (10.40%), Odyssey Tax-Exempt Philippine Equity Fund (9.44%), Odyssey Philippine Equity Fund (9.18%), BPI Philippine Equity Index Fund (9.11%) and Unionbank Philippine Equity Index Tracker Fund Portfolio (9.04%).
Last week's 5 straight days of positive index definitely helped the Equity UITFs recover.
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 turned out as the better investment over ALFM Philippine Stock Index Fund, which finished the week with 9.34% YTD. To view this week's edition of Equity Mutual Fund Performance Report, click here.
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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