Showing posts with label UITF Performance. Show all posts
Showing posts with label UITF Performance. Show all posts
Friday, 24 June 2016
Top 10 Equity UITF in the Philippines (as of May 29, 2015)
07:59:00
As of May 29, 2015, BPI's Philippine High Dividend Equity Fund is still the best performing equity UITF in the Philippines, gaining 6.79% since the start of the year. It has outperformed the PSEi, which ended the week with 4.84% YTD.
Aside from BPI Philippine High Dividend Equity Fund, 6 other funds outperformed the index, 4 of them coming from BPI: BPI Equity Value Fund (6.45%), China Bank CBC Equity Fund (5.69%), Odyssey Tax-Exempt Philippine Equity Fund (5.52%), Odyssey Philippine Equity Fund (5.29%),Unionbank Philippine Equity Index Tracker Fund Portfolio (5.02%), and BPI Philippine Equity Index Fund (4.96%).
Despite of the 2.94% drop of the index last week (went down by as much as 4.37% in 4 days), it's nice to see that many local equity UITFs are still doing well.
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 turns out as the better investment over Cocolife United Fund, Inc., which finished the week with 6.37% YTD. To view this week's edition of Equity Mutual Fund Performance Report, clickhere.
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.
Aside from BPI Philippine High Dividend Equity Fund, 6 other funds outperformed the index, 4 of them coming from BPI: BPI Equity Value Fund (6.45%), China Bank CBC Equity Fund (5.69%), Odyssey Tax-Exempt Philippine Equity Fund (5.52%), Odyssey Philippine Equity Fund (5.29%),Unionbank Philippine Equity Index Tracker Fund Portfolio (5.02%), and BPI Philippine Equity Index Fund (4.96%).
Despite of the 2.94% drop of the index last week (went down by as much as 4.37% in 4 days), it's nice to see that many local equity UITFs are still doing well.
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 turns out as the better investment over Cocolife United Fund, Inc., which finished the week with 6.37% YTD. To view this week's edition of Equity Mutual Fund Performance Report, clickhere.
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.
Top 10 Equity UITF in the Philippines (as of May 22, 2015)
07:57:00
As of May 22, 2015, BPI's Philippine High Dividend Equity Fund is still the best performing equity UITF in the Philippines, gaining 9.77% since the start of the year. It has outperformed the PSEi, which ended the week with 8.02% YTD.
Aside from BPI Philippine High Dividend Equity Fund, 6 other funds outperformed the index, 4 of them coming from BPI: BPI Equity Value Fund (9.54%), Odyssey Tax-Exempt Philippine Equity Fund (8.36%), China Bank CBC Equity Fund (8.12%), BPI Philippine Equity Index Fund (8.11%), Odyssey Philippine Equity Fund (8.09%), and Unionbank Philippine Equity Index Tracker Fund Portfolio (8.08%).
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 turns out as the better investment over Cocolife United Fund, Inc., which finished the week with 8.39% YTD. To view this week's edition of Equity Mutual Fund Performance Report, clickhere.
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.
Aside from BPI Philippine High Dividend Equity Fund, 6 other funds outperformed the index, 4 of them coming from BPI: BPI Equity Value Fund (9.54%), Odyssey Tax-Exempt Philippine Equity Fund (8.36%), China Bank CBC Equity Fund (8.12%), BPI Philippine Equity Index Fund (8.11%), Odyssey Philippine Equity Fund (8.09%), and Unionbank Philippine Equity Index Tracker Fund Portfolio (8.08%).
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 turns out as the better investment over Cocolife United Fund, Inc., which finished the week with 8.39% YTD. To view this week's edition of Equity Mutual Fund Performance Report, clickhere.
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.
Top 10 Equity UITF in the Philippines (as of May 8, 2015)
07:56:00
As of May 8, 2015, BPI's Philippine High Dividend Equity Fund is still the best performing equity UITF in the Philippines, gaining 8.37%% since the start of the year. It has outperformed the PSEi, which ended the week with 7.37% YTD.
Aside from BPI Philippine High Dividend Equity Fund, 3 other funds outperformed the index: BPI Equity Value Fund (8.35%), PNB Enhanced Phil-Index Reference Fund (7.76%%),and CBC Equity Fund (7.39%).
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 Cocolife's United Fund, Inc., which finished the week with 7.56% YTD. To view this week's edition of Equity Mutual Fund Performance Report, clickhere.
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.
Aside from BPI Philippine High Dividend Equity Fund, 3 other funds outperformed the index: BPI Equity Value Fund (8.35%), PNB Enhanced Phil-Index Reference Fund (7.76%%),and CBC Equity Fund (7.39%).
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 Cocolife's United Fund, Inc., which finished the week with 7.56% YTD. To view this week's edition of Equity Mutual Fund Performance Report, clickhere.
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.
Top 10 Equity UITF in the Philippines (as of May 15, 2015)
07:56:00
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.
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.
Top 10 Equity UITF in the Philippines (as of April 30, 2015)
07:55:00
As of April 30, 2015, BPI's Philippine High Dividend Equity Fund remained as the best performing equity UITF in the Philippines, gaining 7.92% since the start of the year. As compared to its April 24 YTD of 10.82%, it dropped this week (together with other equity UITFs) primarily due to the major market correction that happened from April 28-30. Nonetheless, it has still outperformed the PSEi, which ended the week with 6.7% YTD.
Aside from BPI Philippine High Dividend Equity Fund, 6 other funds outperformed the index: BPI Equity Value Fund (7.83%), UnionBank Dividend Play Equity Portfolio (7.15%), AUP Equity Fund (7.01%), PNB Enhanced Phil-Index Reference Fund (6.94%), CBC Equity Fund (6.80%) and Odyssey Tax-Exempt Philippine Equity Fund (6.71%).
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 turn out as the better investment over ALFM Growth Fund, which finished the week with 7.25% YTD. To view this week's edition of Equity Mutual Fund Performance Report, 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.
Aside from BPI Philippine High Dividend Equity Fund, 6 other funds outperformed the index: BPI Equity Value Fund (7.83%), UnionBank Dividend Play Equity Portfolio (7.15%), AUP Equity Fund (7.01%), PNB Enhanced Phil-Index Reference Fund (6.94%), CBC Equity Fund (6.80%) and Odyssey Tax-Exempt Philippine Equity Fund (6.71%).
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 turn out as the better investment over ALFM Growth Fund, which finished the week with 7.25% YTD. To view this week's edition of Equity Mutual Fund Performance Report, 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.
Top 10 Equity UITF in the Philippines (as of April 24, 2015)
07:53:00
Once again, BPI's Equity Value Fund and Philippine High Dividend Equity Fund are tied for the best performing equity UITF in the Philippines, gaining 10.82% since the start of the year. They outperformed the PSEi, which ended the week with 9.91% YTD.
Joining the 2 BPI funds in outperforming the PSEi is PNB's Enhanced Phil-Index Reference Fund with 10.23% YTD.
Interestingly, the ranking of funds that occupied the Top 4 spots didn't change since last week. Also, 4 out of the Top 5 equity UITFs came from BPI. Good job BPI!
The complete list is shown below.
Comparing the best Equity UITF with the best Equity Mutual Fund as of last week, BPI Equity Value Fund and Philippine High Dividend Equity Fund turn out as the better investment over ALFM Philippine Stock Index Fund, which finished the week with 10.07% YTD. To view this week's edition of Equity Mutual Fund Performance Report, click here.
Additional Notes from MYPG:
Finally, after consecutive "down" days since April 13, the PSEi has reversed and is now poised to break the previous high of 8136.97 points. Will it happen this week? Good luck to all investors!
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.
Joining the 2 BPI funds in outperforming the PSEi is PNB's Enhanced Phil-Index Reference Fund with 10.23% YTD.
Interestingly, the ranking of funds that occupied the Top 4 spots didn't change since last week. Also, 4 out of the Top 5 equity UITFs came from BPI. Good job BPI!
The complete list is shown below.
Comparing the best Equity UITF with the best Equity Mutual Fund as of last week, BPI Equity Value Fund and Philippine High Dividend Equity Fund turn out as the better investment over ALFM Philippine Stock Index Fund, which finished the week with 10.07% YTD. To view this week's edition of Equity Mutual Fund Performance Report, click here.
Additional Notes from MYPG:
Finally, after consecutive "down" days since April 13, the PSEi has reversed and is now poised to break the previous high of 8136.97 points. Will it happen this week? Good luck to all investors!
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.
Top 10 Equity UITF in the Philippines (as of April 17, 2015)
07:34:00
As of April 17, 2015, BPI's Equity Value Fund and Philippine High Dividend Equity Fund are tied for the best performing equity UITF in the Philippines, gaining 10.66% since the start of the year.
Joining the 2 BPI funds in outperforming the PSEi (9.91% YTD), is PNB's Enhanced Phil-Index Reference Fund, ending the week with 10.30% YTD. BPI Philippine Equity Index Fund finished the week tied with the PSEi performance.
The complete list is shown below.
Comparing the best Equity UITF with the best Equity Mutual Fund as of last week, BPI Equity Value Fund and Philippine High Dividend Equity Fund turn out as the better investment over ALFM Philippine Stock Index Fund, which finished the week with 10.10% YTD. To view this week's edition of Equity Mutual Fund Performance Report, click here.
Additional Notes from MYPG:
After closing at 8127.48 points (12.40% YTD) last April 10, 2015, the PSEi finally encountered the major correction that many were anticipating for several weeks now. It started with the index going down by 0.67% last April 13, then on April 15, the index suffered a 1.86% drop, the highest single day drop since December. The week ended with the index falling below the 8000 level (7946.89 to be exact), down by 2.26% as compared to the April 10 closing.
Yesterday, April 20, the index dropped again by 1.03%. Many are probably fearing that the bull run is coming to an end. But if this is any good news, based on the technical indicators I'm checking, the index has a high chance of having a technical bounce today. The Dow closing 205.96 points up (1.17%) can certainly help the cause of the index. Let's hope that the index finally recorvers later, otherwise, we need to prepare for another dive.
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.
Joining the 2 BPI funds in outperforming the PSEi (9.91% YTD), is PNB's Enhanced Phil-Index Reference Fund, ending the week with 10.30% YTD. BPI Philippine Equity Index Fund finished the week tied with the PSEi performance.
The complete list is shown below.
Comparing the best Equity UITF with the best Equity Mutual Fund as of last week, BPI Equity Value Fund and Philippine High Dividend Equity Fund turn out as the better investment over ALFM Philippine Stock Index Fund, which finished the week with 10.10% YTD. To view this week's edition of Equity Mutual Fund Performance Report, click here.
Additional Notes from MYPG:
After closing at 8127.48 points (12.40% YTD) last April 10, 2015, the PSEi finally encountered the major correction that many were anticipating for several weeks now. It started with the index going down by 0.67% last April 13, then on April 15, the index suffered a 1.86% drop, the highest single day drop since December. The week ended with the index falling below the 8000 level (7946.89 to be exact), down by 2.26% as compared to the April 10 closing.
Yesterday, April 20, the index dropped again by 1.03%. Many are probably fearing that the bull run is coming to an end. But if this is any good news, based on the technical indicators I'm checking, the index has a high chance of having a technical bounce today. The Dow closing 205.96 points up (1.17%) can certainly help the cause of the index. Let's hope that the index finally recorvers later, otherwise, we need to prepare for another dive.
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.
Top 10 Equity UITF in the Philippines (as of April 1, 2015)
07:33:00
As of April 1, 2015, BPI's Equity Value Fund is still the best performing equity UITF in the Philippines, gaining 11.44% since the start of the year. For the sixth straight week, it has outperformed the PSEi, which ended the week with 10.55% YTD.
Aside from BPI Equity Value Fund, four other funds, all under BPI, managed to outperform the index: BPI Philippine High Dividend Equity Fund (11.10%), Odyssey Tax-Exempt Philippine Equity Fund (10.92%), Odyssey Philippine Equity Fund (10.84%), and BPI Philippine Equity Index Fund (10.62%).
Indeed, an impressive week again for BPI, coming up with the Top 5 Equity UITFs.
The complete list is shown below.
Since last week, I started monitoring the performance of Equity Mutual Funds. If we are to compare the best Equity UITF with the best Equity Mutual Fund, I'm glad to say that the BPI Equity Value Fund also came up as the winner, beating ALFM Philippine Stock Index Fund (also under BPI), which finished the week with 10.80% YTD. To view this week's edition of Equity Mutual Fund Performance Report, click here.
Additional Notes from MYPG:
Yesterday, April 6, 2015, the PSEi closed above the 8,000 level for the first time (8053.74 to be exact)! Another good news for all investors. Hopefully, the hot streak can continue. I'm excited to see how the funds will react to this development, and whether or not BPI can still hold on to the Top 5 spots.
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.
Aside from BPI Equity Value Fund, four other funds, all under BPI, managed to outperform the index: BPI Philippine High Dividend Equity Fund (11.10%), Odyssey Tax-Exempt Philippine Equity Fund (10.92%), Odyssey Philippine Equity Fund (10.84%), and BPI Philippine Equity Index Fund (10.62%).
Indeed, an impressive week again for BPI, coming up with the Top 5 Equity UITFs.
The complete list is shown below.
Since last week, I started monitoring the performance of Equity Mutual Funds. If we are to compare the best Equity UITF with the best Equity Mutual Fund, I'm glad to say that the BPI Equity Value Fund also came up as the winner, beating ALFM Philippine Stock Index Fund (also under BPI), which finished the week with 10.80% YTD. To view this week's edition of Equity Mutual Fund Performance Report, click here.
Additional Notes from MYPG:
Yesterday, April 6, 2015, the PSEi closed above the 8,000 level for the first time (8053.74 to be exact)! Another good news for all investors. Hopefully, the hot streak can continue. I'm excited to see how the funds will react to this development, and whether or not BPI can still hold on to the Top 5 spots.
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.
Top 10 Equity UITF in the Philippines (as of April 10, 2015)
07:33:00
As of April 10, 2015, for the fourth straight week, BPI's Equity Value Fund is the best performing equity UITF in the Philippines, gaining 13.01% since the start of the year. For the seventh straight week, it has outperformed the PSEi, which ended the week with 12.40% YTD.
Aside from BPI Equity Value Fund, three other funds managed to outperform the index: BPI Philippine High Dividend Equity Fund (12.78%), PNB Enhanced Phil-Index Reference Fund (12.51%), and BPI Philippine Equity Index Fund (12.41%).
Notable mover for this week is PNB's Enhanced Phil-Index Reference Fund, which climbed up to the third position coming from the ninth spot.
The complete list is shown below.
Comparing the best Equity UITF with the best Equity Mutual Fund as of last week, BPI Equity Value Fund still comes out as the better investment over ALFM Philippine Stock Index Fund, which finished the week with 12.61% YTD. To view this week's edition of Equity Mutual Fund Performance Report, click here.
Additional Notes from MYPG:
Last April 10, 2015, the PSEi had a record closing of 8,127.48 points or 12.40% YTD. Yesterday, April 13, 2015, PSEi was down by 54.23 points (-0.67%). It was probably due to profit taking. And as of writing, Dow is also down by 60 points. Are we going to finally see the overdue correction many are waiting for?
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.
Aside from BPI Equity Value Fund, three other funds managed to outperform the index: BPI Philippine High Dividend Equity Fund (12.78%), PNB Enhanced Phil-Index Reference Fund (12.51%), and BPI Philippine Equity Index Fund (12.41%).
Notable mover for this week is PNB's Enhanced Phil-Index Reference Fund, which climbed up to the third position coming from the ninth spot.
The complete list is shown below.
Comparing the best Equity UITF with the best Equity Mutual Fund as of last week, BPI Equity Value Fund still comes out as the better investment over ALFM Philippine Stock Index Fund, which finished the week with 12.61% YTD. To view this week's edition of Equity Mutual Fund Performance Report, click here.
Additional Notes from MYPG:
Last April 10, 2015, the PSEi had a record closing of 8,127.48 points or 12.40% YTD. Yesterday, April 13, 2015, PSEi was down by 54.23 points (-0.67%). It was probably due to profit taking. And as of writing, Dow is also down by 60 points. Are we going to finally see the overdue correction many are waiting for?
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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