Top performing bank mutual funds in 2023 in the philippines

Philippine stocks are poised for a year-end rally as strong macro fundamentals will continue to support growth in corporate earnings despite the risk of a slowdown in global trade, according to the country’s top-performing equity fund.

The benchmark Philippine Stock Exchange Index may rise to 7,100 this year in the “first leg up,” with a base case scenario of a mild recession in the US in the second half of 2023, said Alessandra Araullo, who manages $3 billion worth of assets as chief investment officer of ATR Asset Management. That’s an 11% upside from the last close. The gauge could potentially hit 7,500 in a “second wave” should foreignBloomberg Terminal investors return to the local market.

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Grit PH. (February 9, 2023). Leading UITF bond funds in the Philippines as of February 2023, based on one year ROI [Graph], Grit PH, February 9, 2023. [Online]. Available: https://www.statista.com/statistics/1012923/leading-uitf-bond-funds-philippines/

Are you looking for the best index funds to invest in the Philippines in 2023? Check out the complete list of the best-performing index funds below.

Index funds are among the most brilliant investments created for investors who prefer investing in numerous assets in one fund.

Because of the simplicity and effortless way to invest in index funds, they are also among the favorite passive income-generating assets of many traders and investors.

If you are a beginner investor of index funds, make sure you read the complete guide here: “How to invest in index funds?”

Table of Contents:

Benefits of Investing in Index Funds

• Affordable
• Low expense ratio
• Less risky than individual stock
• Managed by experts
• Diversification
• Wide selection of funds

Types of Index Funds Available in the Philippines

You can open an index fund in the Philippines through the following investment accounts:

• Mutual Fund
• UITF (Unit Investment Trust Fund)
• Index Feeder Fund
• PERA (Personal Equity Retirement Account)

How to Invest in Index Funds in the Philippines?

Step 1: Evaluate your risk profile

Index funds are easy to invest, but investors must first evaluate their risk profile before opening an index fund because these assets are primarily for aggressive investors.

Equity index funds follow a particular stock market index or benchmark; thus, you must accept the stock market’s risks and volatility factors.

Step 2: Choose your index fund

Since an index fund copies or tracks the performance of an index, you must choose your preferred index fund that mirrors your target stock market index.

If you are investing in stocks in the Philippines, you would want to track the investment result of the Philippine Stock Exchange Index (PSEI).

If you invest in global or international stocks, you would want to invest in feeder funds because they invest in world equities.

The complete list of available index funds in the Philippines is displayed below. You can use it as a guide together with the most excellent index fund in 2023.

Step 3: Buy shares of your index fund

Suppose you have an online trading account in the Philippines or a stock brokerage account, like COL Financial, BDO Securities, FirstMetroSec, and BPITrade. In that case, you can already start buying shares of your chosen index funds.

Otherwise, you can invest in an index fund through your bank’s UITF index funds or feeder funds.

Another way to start an index fund investment in the Philippines is through a mutual fund company like Sun Life, Philequity, and ALFM Mutual funds.

Step 4: Set your target period or target profit

Most index funds are long-term driven because they are primarily allocated in equities traded on the Philippine stock exchange. So, your target period must be suitable for one year or more to maximize the growth potential of your fund.

Alternately, you may set a target profit instead of a target period if you prefer to lock in your earnings whenever you want. Consider the expense ratio or redemption fee when you do this method.

Step 5: Hold your shares of index fund

Hold your shares of the index fund until your target period or target profit. Historically speaking, equities in the Philippines tend to grow over time, so you have to be more patient.

Step 6: Sell or redeem your shares of index fund

There comes the time when you have to let go of your shares of index funds to realize your profit. Sell your shares or redeem your units of index funds.

Index FundTypeROI (YTD)SB Asia Ex-Japan Equity Index Feeder Fund (Class F)UITF9.85%SB Asia Ex-Japan Equity Index Feeder Fund (Class A)UITF9.83%BDO Global EM Equity Index Feeder FundUITF9.71%BDO Developed Markets Property Index Feeder FundUITF8.91%SB US Technology Equity Index Feeder FundUITF7.97%PRUInvest PH Equity Index Tracker Fund (Class V)UITF7.37%PAMI Equity Index FundMutual Fund7.33%Philequity MSCI Philippine Index FundMutual Fund7.32%Philippine Stock Index FundMutual Fund7.29%Philequity PSE Index FundMutual Fund7.25%Sun Life Prosperity Philippine Stock Index FundMutual Fund7.25%PRUInvest PH Equity Index Tracker Fund (Class A)UITF7.21%PRUInvest PH Equity Index Tracker Fund (Class I)UITF7.15%COL Equity Index Unitized Mutual FundMutual Fund7.13%Metro Philippine Equity Index Tracker FundUITF7.12%Robinsons Bank Equity Index Feeder FundUITF7.10%First Metro Save and Learn Philippine Index FundMutual Fund6.99%BDO Global Equity Index Feeder FundUITF6.97%ATRAM Philippine Equity Smart Index FundUITF6.84%UnionBank PSE Index Tracker FundUITF6.06%EastWest PSEi Tracker FundUITF6.08%BPI Invest Philippine Equity Index FundUITF6.06%BDO PERA Equity Index FundPERA6.05%BPI Invest Philippine Consumer Equity Index FundUITF6.05%BDO Equity Index FundUITF6.04%SB Philippine Equity Index FundUITF6.01%China Bank Philippine Equity Index Tracker FundUITF6.00%PNB Phil-Index Tracker FundUITF5.99%UCPB Philippine Index Equity FundUITF5.60%RCBC US Equity Index Feeder FundUITF4.42%EastWest S&P 500 Index Equity Feeder FundUITF4.25%Sun Life Prosperity World Equity Index Feeder FundMutual Fund4.06%BPI Invest Philippine Infrastructure Equity Index FundUITF3.37%

Past performance is not a guarantee of future performance.

FAQ About Investing in Index Funds in the Philippines:

What is the best index fund in the Philippines?

The best index fund in the Philippines is Sun Life Prosperity Philippine Index Fund because it tracks the Philippine Stock Exchange Index (PSEI) 100%. The minimum subscription of P1,000 is also very affordable. There is zero early redemption fee. Its performance is also outstanding with other mutual funds in the country.

What is the best index fund for beginners?

The best index fund for beginners is Vanguard S&P 500 ETF (VOO) because it tracks the S&P 500 index, which is composed of the most prominent stocks in the USA. Its expense ratio of 0.03% is among the cheapest on the market. It has a 1.71% dividend yield and a 3-year total return of 31.70% (amidst market slowdown).

How to earn money by investing in index funds?

An investor can earn money investing in index funds through dividends and when the value of the index fund units or shares grows over time. An effective strategy is needed to help the investor to reach his capital objectives and goals.

How to invest in Vanguard index funds in the Philippines?

Vanguard index funds are one of the world’s most successful investments. You can also invest in Vanguard index funds while you’re in the Philippines by opening a Vanguard account or by using an online trading platform that offers Exchange-Traded Funds (ETF).

Disclaimer: This article is for information purposes only and should not be considered as a professional advice or an endorsement of a particular investment. All investments have risks. Risk only the capital you’re not afraid to lose. Always do your own research before investing. Past performance is not an indication of future results.

What is the best performing mutual fund in the Philippines 2023?

As of February 2023, First Metro Consumer Fund, Inc. was the leading mutual fund company in the Philippines, with a one-year return of about 8.77 percent. ATRAM Alpha Opportunity Fund, Inc. followed this, with an 8.64 percent ROI.

What is the best mutual fund in the Philippines?

Our Recommended Funds.

Soldivo Strategic Growth Fund. Equity Fund. ... .

ATRAM Alpha Opportunity Fund. Equity Fund. ... .

Philequity Fund. Equity Fund. ... .

Sun Life Prosperity World Equity Index Feeder Fund. Unitized Equity Feeder Fund. ... .

ALFM Global Multi-Asset Income Fund, Inc. Unitized Equity Feeder Fund. ... .

COL Equity Index Fund. Equity Fund..

Which sector mutual fund is best in 2023?

Table II.

Which bank mutual fund is better?

With an expense ratio of 0.54%, Tata Banking and Financial Services Fund Direct-Growth outperforms most other Sectoral-banking funds in terms of cost. Over the past year, the fund has delivered an impressive return of 18.83%, while its average annual returns since inception stand at 18.09%.