Friday, 24 June 2016

Top 10 Equity UITFs in the Philippines (as of February 13, 2015)

As of February 13, 2015, BPI's Philippine High Dividend Equity Fund is still the best performing equity UITF in the Philippines with a YTD of 8.15%. For two straight weeks, it has also outperformed the PSE Index (PSEi), which closed at 7773.45 (7.51%). Returning to the second spot is PNB's Enhanced Phil-Index Reference Fund, which closed the week with a YTD of 7.75%, also outperforming the PSEi.



Interestingly, five out of the ten best equity UITFs are managed by BPI (only the Odyssey High Conviction Equity Fund didn't do just as good). PNB and Unionbank have two funds each in the top ten.

Please refer to the following table for the complete list of Equity UITFs that I am monitoring.


  

Additional Notes from MYPG:
For six straight weeks now, the PSEi has closed better than the previous week. This has significantly boosted the performance of local equity funds. While we can hope for an extended market rally, it is inevitable that the market will correct soon. 


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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