In terms of outperforming the PSEi this week (8.13% YTD), it's good to know that 7 funds succeeded. Next to BPI's Equity Value Fund's 9.22% YTD is UnionBank's Dividend Play Equity Portfolio with 8.96% YTD. It is then followed by 3 equity UITFs from BPI, namely, Philippine High Dividend Equity Fund (8.89% YTD), Odyssey Tax-Exempt Philippine Equity Fund (8.55% YTD) and Odyssey Philippine Equity Fund (8.44% YTD). PNB's AUP Equity Fund ended the week having 8.29% YTD. To cap the list, BPI's Philippine Equity Index Fund finished the week with 8.25% YTD. Impressive performance from BPI, 5 out of their 6 funds beat the index!
Out of the Top 10 UITFs, 5 came from BPI, 2 came from Unionbank, and 2 from Metrobank.
The complete list is shown below.
MYPG Disclosure:
I subscribed to BPI's Equity Value Fund last Friday, March 20. I didn't know that it will end the week as the top equity UITF, I just wanted to give it a try. Although I plan to keep this invested for the next 3 years, I'm hoping to see paper gains soon. :P
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. Home , UILF , UITF Performance
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