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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