Performance of Phil. Stock Market and Equity Managed Funds (Mutual Funds)

pse1As of 2 July 2009 Year-to-date, Here’s some interesting figures about the the Philippine Stock Market and Equity Managed Funds ( Mutual funds). Meaning, if you invested some amount for example P10,000.00 in January 5, 2009, your money would have made an interest amount of such and such  as of July 2, 2009.

Philippine Stock Exchange Index –> 25.46% return. If I have invested P10,000.00 in January 2009, it would have been P12,546.00 as of July 2, 2009. An increased of 25.46%. (That’s just the basic of it, of course) What more if you have invested P100,000.00 or P1,000,000.00?

Perhaps you’ll say, I don’t know much about the stock market and its very complicated. Try Equity Mutual funds instead.  Here’s the actual figures of Philippine Managed Equity Funds as of July 2, 2009 – Year-to-Date.

Managed Equity Funds

ATR KimEng Equity Opportunity Fund, Inc.         22.48%
DWS Deutsche Philippine Equity Fund, Inc.        13.26%
First Metro Save and Learn Equity Fund, Inc.     20.95%
Philam Strategic Growth Fund, Inc.                         21.87%
Philequity Fund, Inc.                                                      30.91%

Sun Life Prosperity Phil. Equity Fund, Inc.      20.32%
United Fund, Inc.                                                          8.91%

Philequity PSE Index Fund Inc.                       28.84%
Philippine Stock Index Fund Corp.                30.17%

Sources:  ICAP, PSE and Businessworld websites

From the list of Equity Mutual Funds, the highest earner is Philequity Fund, Inc. with 30.91% YTD return even outperforming PSE index (good thing I have some investments there, hehe). Looking at these figures, I’d say Warren Buffet is indeed right. Be greedy when the others are fearful. And be fearful when the others are greedy. Back January 2009, I’d say that most of the investors were very fearful thinking that the market would further go down, but it didn’t. It’s actually one of the best time to invest.

So, if someone would tell you that it’s bad to invest your money now, let them know otherwise by showing these figures.

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Garry Zaldy de Castro is an advocate, Financial Advisor, Certified Investment Solicitor (Mutual Fund Representative), blogger, IT practitioner, husband to Aileen and a dad to Jacob and JohnD. He started Financial Planning Philippines in 2008 just to share his financial learning to friends, relatives and anyone who wishes to be financially independent.

One comment

  1. Hi, its been quite awhile since this thread has been active…i’m new with the investment circle and this blog has helped me a lot. though i still have a lot in question in mind….like, which performance is more important to consider, the YTD or NAVPS with regards to choosing which financial companies to invest in (ex. sunlife, philam etc.)?

    hoping to get some answers…..

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