This Philippine equity fund performed well for the past 5 years for a comparative period of October 2010 to October 2015 performance. Do you know which company performed well?
**We have just updated the data to reflect the correct and latest performance. We now have the October data. Thanks for the readers helping us.
While most fund managers and insurance companies want to make their fund perform well, not all equity funds are created the same.
That is why we compiled a list of the top performing equity funds for the past 5 years. The challenge when creating a performance ranking is that it is usually very hard to get the data from other companies. So please bear with us if we haven't been posting regular fund updates lately.
We would like to congratulate the following companies for performing well for the past 5 years!
Always remember that a good equity fund should beat the Philippine Stock Exchange index which performed 10.90% for the past 5 years. This is because the PSEi uses a mere list of top stocks that is not managed by any fund manager. Meaning your fund manager should add value to your investment by making your fund grow higher than had it been unmanaged.
*past performance is never an indicative of future performance but it gives us a guide of how well the company is managing your funds to make your money grow.
We will be posting regular fund performance updates from time to time.
Sources: Company Websites
** While we try our best to insure that the data that we present is accurate, we cannot warrant its full accuracy. If you find that our data is erroneous in anyway, we would be happy to correct it. Just inform us.
FinancePH is looking for finance enthusiasts who want to be a financial advisor. - click here.
Write your comments on the article below:
FinancePH is an advocacy group founded in 2014 by a group of financial advisors.
“We are the best, largest, most influential and most preferred financial advisors of the Filipino people.“
Contact us if you have questions regarding tax, business law, stocks, investment, insurance, estate planning or money related.
Visit our FB page to view our upcoming seminars that you can attend.
Or book a free financial coaching with one of our financial advisors here.
View the Financial Advisory team of FinancePH here.
Read Our Previous Blogs: