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Sunday, March 3, 2013

Mutual Fund Companies in the Philippines


Here in the Philippines we have 4 types of Mutual Funds 


  1. 1. STOCKS OR EQUITY FUNDS-all or large sum of money invested in stocks of Philippine Companies listed in PSE.
  2. 2. BOND FUNDS-its is Invested in treasury notes issue by the government and commercial bonds by large corporation who issue company bonds.
  3. 3. MONEY MARKET FUNDS-its like bond funds but shorter terms like 91day T-Bills.
  4. 4. BALANCED FUNDS-its is invested in both stocks and bonds


Here are the mutual fund companies in the Philippines under PIFA or the Philippine Investment Funds Association listed according to the type of funds they issue.
Stock Funds
ATR KimEng AsiaPlus Recovery Fund, Inc. (USD$)
ATRKE Alpha Opportunity Fund, Inc.
ATRKE Equity Opportunity Fund, Inc.
First Metro Save and Learn Equity Fund,Inc.
Philam Strategic Growth Fund, Inc.
Philequity Fund, Inc.
Philequity PSE Index Fund Inc.
Philippine Stock Index Fund Corp.
Sun Life Prosperity Philippine Equity Fund, Inc.
United Fund, Inc.
Balanced Funds
ALFM Growth Fund, Inc
ATRKE Philippine Balanced Fund, Inc.
Bahay Pari Solidaritas Fund, Inc.
Cocolife Dollar Fund Builder, Inc. (USD$)
First Metro Save and Learn Balanced Fund Inc.
NCM Mutual Fund of the Phils., Inc
Optima Balanced Fund, Inc.
PAMI Asia Balanced Fund, Inc. (USD$)
PAMI Horizon Fund, Inc.
Philam Fund, Inc.
Sun Life of Canada Prosperity Balanced Fund, Inc.
Sun Life Prosperity Dollar Advantage Fund, Inc. (USD$)
Bond Funds
ALFM Dollar Bond Fund, Inc. (USD$)
ALFM Euro Bond Fund, Inc. (Euro)
ALFM Peso Bond Fund, Inc.
ATR KimEng Total Return Bond Fund Inc. (USD$)
Cocolife Fixed Income Fund, Inc.
Ekklesia Mutual Fund Inc.
First Metro Save and Learn Fixed Income Fund, Inc.
Grepalife Bond Fund Corporation
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$)
Philequity Peso Bond Fund, Inc.
Prudentialife Fixed Income Fund Inc.
Sun Life of Canada Prosperity Bond Fund, Inc.
Sun Life Prosperity Dollar Abundance Fund, Inc. (USD$)
Sun Life Prosperity GS Fund, Inc.
Money Market Funds
ALFM Money Market Fund, Inc.
First Metro Save and Learn Money Market Fund, Inc.
Philam Managed Income Fund, Inc.
Sun Life Prosperity Money Market Fund, Inc.
For more information of mutual funds like performance in past years you can visit PIFA.com

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