Philippine Mutual Fund Performance June 2013

Stock Funds YOY YTD

    Primarily invested in Peso securities

1 ATRKE Alpha Opportunity Fund, Inc. n.a.  8.4% 
2 ATRKE Equity Opportunity Fund, Inc. 17.27%  6.87% 
3 Philequity PSE Index Fund Inc. 17.67%  6.2% 
4 Philippine Stock Index Fund Corp. 19.29%  6.19% 
5 Philequity Fund, Inc. 18.43%  5.86% 
6 Philam Strategic Growth Fund, Inc. 8.8%  2.32% 
7 Sun Life Prosperity Philippine Equity Fund, Inc. 14.85%  2.13% 
8 First Metro Save and Learn Equity Fund,Inc. 12.01%  1.9% 
9 United Fund, Inc. 10.27%  -0.26% 

    Primarily invested in foreign currency securities


ATR KimEng AsiaPlus Recovery Fund, Inc. 5.16%  -8% 




Balanced Funds


    Primarily invested in Peso securities

1 Optima Balanced Fund, Inc. 19.58%  8.57% 
2 ATRKE Philippine Balanced Fund, Inc. 17.11%  7.75% 
3 First Metro Save and Learn Balanced Fund Inc. 13.67%  4.31% 
4 ALFM Growth Fund, Inc 6.57%  3.69% 
5 Bahay Pari Solidaritas Fund, Inc. 8.78%  2.73% 
6 Sun Life of Canada Prosperity Balanced Fund, Inc. 12.24%  1.57% 
7 NCM Mutual Fund of the Phils., Inc 5.56%  1.5% 
8 Philam Fund, Inc. 5.51%  1.34% 
9 PAMI Horizon Fund, Inc. 2.81%  0.16% 

    Primarily invested in foreign currency securities

1 Sun Life Prosperity Dollar Advantage Fund, Inc. 6.95%  0.24% 
2 PAMI Asia Balanced Fund, Inc. 4.74%  -5.98% 
3 Cocolife Dollar Fund Builder, Inc. -4.58%  -8.76% 




Bond Funds


    Primarily invested in Peso securities

1 Philequity Peso Bond Fund, Inc. 18.63%  12.59% 
2 Ekklesia Mutual Fund Inc. 13.83%  8.44% 
3 Prudentialife Fixed Income Fund Inc. 15.35%  8.28% 
4 Philam Bond Fund, Inc. 15.51%  6.39% 
5 ALFM Peso Bond Fund, Inc. 9.98%  5.53% 
6 Grepalife Bond Fund Corporation 16.6%  5.31% 
7 Sun Life of Canada Prosperity Bond Fund, Inc. 9.62%  4.79% 
8 Sun Life Prosperity GS Fund, Inc. 7.91%  3.03% 
9 Cocolife Fixed Income Fund, Inc. 5.01%  1.96% 
10 First Metro Save and Learn Fixed Income Fund,Inc. N.S.  N.S. 

    Primarily invested in foreign currency securities

1 Grepalife Fixed Income Fund Corp. 14.1%  9.67% 
2 ALFM Euro Bond Fund, Inc. 5.04%  0.39% 
3 MAA Privilege Euro Fixed Income Fund, Inc. n.a.  -0.87% 
4 ALFM Dollar Bond Fund, Inc. 0.78%  -4.46% 
5 ATR KimEng Total Return Bond Fund Inc. -2.83%  -5.84% 
6 Philequity Dollar Income Fund Inc. -1.22%  -6.02% 
7 Grepalife Dollar Bond Fund Corp. 6.74%  -6.81% 
8 PAMI Global Bond Fund, Inc -4.99%  -6.9% 
9 MAA Privilege Dollar Fixed Income Fund, Inc. -0.81%  -7.12% 
10 Sun Life Prosperity Dollar Abundance Fund, Inc. -5.67%  -10.89% 
11 Philam Dollar Bond Fund, Inc. -5.28%  -11.46% 




Money Market Funds


    Primarily invested in Peso securities

1 Sun Life Prosperity Money Market Fund, Inc. 0.09%  -0.04% 
2 First Metro Save and Learn Money Market Fund,Inc. 1.53%  0.5% 
3 Philam Managed Income Fund, Inc. 1.63%  0.65% 
4 ALFM Money Market Fund, Inc. 3.07%  1.33% 

Source: pifa.com.ph

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