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Tel. No. 8-772-4560

Congratulations to the Fund of the Year Awardees!

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!

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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

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