Congratulations to the Fund of the Year Awardees!
The CFA Society of the Philippines scored and ranked the 69 funds from 18 financial institutions, using the Sortino Ratio on the respective 5-year daily performance record.
Many thanks to the CFA Society!
Bond Fund – Medium Term (Peso) Category
1st ALFM Peso Bond Fund
2nd EastWest Peso Intermediate Term Bond Fund
3rd UnionBank Philippine Peso Fixed Income Portfolio
Bond Fund – Medium Term (Dollar) Category
1st AUB Gold Dollar Fund
2nd Metro$ Max-5 Bond Fund
3rd UnionBank Dollar Bond Portfolio
Bond Fund – Long Term (Peso) Category
1st Odyssey Peso Bond Fund
2nd SB Peso Bond Fund
3rd UnionBank Long Term Fixed Income Portfolio
Bond Fund – Long Term (Dollar) Category
1st CBC Dollar Fund
2nd Odyssey Philippine Dollar Bond Fund
3rd Rizal Dollar Bond Fund
Balanced Fund Category
1st SB Peso Variety Fund
2nd Odyssey Diversified Capital Fund
3rd ATRAM Dynamic Allocation Fund
Equity Fund Category
1st Philequity Fund
2nd BDO Institutional Equity Fund
3rd SB Peso Equity Fund