Different Philippine Mutual Fund Companies in the Philippines

Philippine Mutual Fund Companies

The Investment Company Association of the Philippines or ICAP has several mutual fund companies as their members.

If you’d like to invest in mutual funds, then I hope this article can help you find the best mutual fund in the Philippines.

There are basically four types of mutual funds in the country – stock or equity funds, bond funds, money market funds and balanced funds.

What’s the difference between these four?

• Stock or Equity Funds – invests primarily in shares of stocks issued by Philippine corporations
• Bond Funds – invests primarily in treasury notes issued by the Philippine government and commercial papers issued by reputable companies in the country
• Money Market Funds – invests in the same instruments as bond funds but at shorter terms, which may just be one year or less
• Balanced Funds – invests in both stocks and bonds

What type of mutual fund should you invest in?

It all depends on your investing goals and risk tolerance.

Here is the list of different mutual fund companies in the Philippines under PIFA grouped according to the type of funds that they offer.

Stock Funds

ALFM Growth Fund, Inc
ATRAM Alpha Opportunity Fund, Inc.
ATRAM AsiaPlus Equity Fund, Inc. (USD$)
ATRAM Philippine Equity Opportunity Fund, Inc.
First Metro Phil. Equity Exchange Traded Fund, Inc.
First Metro Save and Learn Equity Fund,Inc.
One Wealthy Nation Fund, Inc.
PAMI Equity Index Fund, Inc.
Philam Strategic Growth Fund, Inc.
Philequity Dividend Yield Fund, Inc.
Philequity Fund, Inc.
Philequity PSE Index Fund Inc.
Philippine Stock Index Fund Corp.
Soldivo Strategic Growth Fund, Inc.
Sun Life Prosperity Philippine Equity Fund, Inc.
Sun Life Prosperity Philippine Stock Index Fund, Inc.
Sun Life Prosperity World Voyager Fund, Inc.
United Fund, Inc.

Balanced Funds

ATRAM Dynamic Allocation Fund, Inc.
ATRAM Philippine Balanced Fund, Inc.
Bahay Pari Solidaritas Fund, Inc.
Cocolife Dollar Fund Builder, Inc. (USD$)
First Metro Save and Learn Balanced Fund Inc.
Grepalife Balanced Fund Corporation
NCM Mutual Fund of the Phils., Inc
PAMI Asia Balanced Fund, Inc. (USD$)
PAMI Horizon Fund, Inc.
Philam Fund, Inc.
Sun Life of Canada Prosperity Balanced Fund, Inc.
Sun Life Prosperity Dollar Advantage Fund, Inc. (USD$)
Sun Life Prosperity Dollar Wellspring Fund, Inc.
Sun Life Prosperity Dynamic Fund, Inc.

Bond Funds

ALFM Dollar Bond Fund, Inc. (USD$)
ALFM Euro Bond Fund, Inc.
ALFM Peso Bond Fund, Inc.
ATRAM Corporate Bond Fund, Inc.
ATRAM Total Return Dollar Bond Fund, Inc. (USD$)
Cocolife Fixed Income Fund, Inc.
Ekklesia Mutual Fund Inc.
First Metro Save and Learn Dollar Bond Fund, Inc. (USD$)
First Metro Save and Learn Fixed Income Fund,Inc.
Grepalife Dollar Bond Fund Corp. (USD$
Grepalife Fixed Income Fund Corp.
MAA Privilege Dollar Fixed Income Fund, Inc. (USD$)
MAA Privilege Euro Fixed Income Fund, Inc.
PAMI Global Bond Fund, Inc (USD$)
Philam Bond Fund, Inc.
Philam Dollar Bond Fund, Inc. (USD$)
Philequity Dollar Income Fund Inc. (USD$)
Philequity Peso Bond Fund, Inc.
Soldivo Bond Fund, Inc.
Sun Life of Canada Prosperity Bond Fund, Inc.
Sun Life Prosperity Dollar Abundance Fund, Inc. (USD$)
Sun Life Prosperity GS Fund, Inc.

Money Market Funds

ALFM Money Market Fund, Inc.
Philam Managed Income Fund, Inc.
Sun Life Prosperity Money Market Fund, Inc.

Kindly refer to the PIFA website to learn more about these Philippine mutual fund companies including their contact information.

The list above was last updated on: March 16, 2017

SOURCE