Friday, 24 June 2016

Top 10 Equity UITF in the Philippines (as of March 27, 2015)

As of March 27, 2015, BPI's Equity Value Fund is still the best performing equity UITF in the Philippines, gaining 9.86% since the start of the year. For the fifth straight week, it has outperformed the PSEi, which ended the week with 8.95% YTD. 

Aside from BPI Equity Value Fund, seven other funds managed to outperform the index. Four came from BPI, namely, BPI Philippine High Dividend Equity Fund (9.83%), Odyssey Tax-Exempt Philippine Equity Fund (9.31%), Odyssey Philippine Equity Fund (9.21%), and BPI Philippine Equity Index Fund (9.08%). Other funds that outperformed the index are PNB's AUP Equity Fund (9.67%), UnionBank's Dividend Play Equity Portfolio (9.10%) and Metrobank's Metro PSEi Tracker Fund (8.98%).



Another impressive performance from BPI, 5 out of their 6 funds beat the index!

The complete list is shown below.



 
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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