Discover the leading Top 10 Mutual Fund Companies in Philippines 2024 with our ranking. Stay informed with the latest updates on top-performing mutual funds and make investment decisions.
Top 10 Mutual Fund Companies in Philippines 2024
- Investment Company Association of the Philippines (ICAP)
In 1995, the ADB, with the support of the AIM, held a regional seminar to further develop the awareness on mutual funds in the Philippines. In the same year, the Investment Company Association of the Philippines (ICAP) was organized by five member funds. ICAP’s conceptualization had very noble intentions. The association has positioned itself in the mainstream of the Philippine mutual fund industry with the prime objective of ensuring its success. Behind it were experienced, well known personalities: Mr. Arthur B. Sokolow, identified as the perennial mutual fund player, and Mr. Roberto Lorayes, previous Chairman of the Philippine Stock Exchange. It did not take long for government regulators and the private sector to recognize the ICAP as the association of Philippine investment companies.
In 1998, the ICAP successfully lobbied to eliminate double taxation making it more profitable for mutual fund shareholders. This also gave the mutual funds an edge over the banks’ common trust funds, thus paving the way for stronger market acceptance.
Contact no:(63-2) 813-7312
Address:17F NET Lima Building, 5th Avenue corner 26th St., Bonifacio Global City, Taguig
Website:https://www.pifa.com.ph
For more: Life Insurance companies in Philippines
- First Metro Philippines Equity Exchange – Traded Fund
It was registered on January 15, 2013 with the Securities and Exchange Commission (“SEC”) as an Open-end Investment Company under Republic Act No. 2629, otherwise known as the Investment Company Act and as an “Exchange Traded Fund” (“ETF”) under SEC Memorandum Circular No. 10, Series of 2012 otherwise known as the SEC Rules and Regulations on Exchange Traded Funds (the “SEC ETF Rules”). The Fund is engaged primarily in the business of investing, reinvesting, and trading in, and issuing and redeeming its shares of stock in Creation Units in exchange for a basket of securities representing an index. As a licensed ETF, it offers to, and through, qualified trading participants (the “Authorized Participants”), on a continuous basis, Shares in the Fund which are issuable and redeemable in Creation Units as defined in the body of this Prospectus.
Contact no:+63 (2) 8 891-2860 to 65
Address:18th Floor PS Bank Center
777 Paseo de Roxas Avenue, corner Sedeño St.,
Salcedo Village, Makati City
Website:https://firstmetroetf.com.ph
For more: Semiconductor Companies in Philippines
- Cocolife Asset Management Company, Inc.
Cocolife Asset Management Company, Inc. (CAMCI), a wholly owned subsidiary of COCOLIFE, was incorporated on March 17, 2003. CAMCI is the investment manager and principal distributor of three Mutual Funds: United Fund, Inc. (UFI), Cocolife Fixed Income Fund, Inc. (CFIFI), and Cocolife Dollar Fund Builder, Inc. (C$FB). These funds have received recognition and awards both from international and local award giving bodies such as Thomson Reuters Lipper Fund, International Finance, Global Business Outlook, International Business Magazine and Philippine Investment Funds Association (PIFA) for their superior performance.
Over the years, CAMCI has grown to be one of the leading asset management companies in the country committed to providing customer service to the highest standards and providing quality investment advisory services, LEADING THE WAY to financial freedom.
Contact no:(+632) 8-101-888
Address:8th Floor Cocolife Building,
6807 Ayala Avenue, Makati City 1226
Website:https://www.cocolifeasset.com
For more: Architecture companies in Philippines
- Philequity Management, Inc.
Philequity Management, Inc. (PEMI) is an investment management company established in 1994. We are committed to helping you achieve your long-term financial objectives by offering an array of mutual funds suited to your unique needs.
PEMI is proud to be the investment manager and principal distributor of the leading mutual funds in the Philippines. Our funds have been recognized year after year by the Philippine Investment Funds Association (PIFA) for their excellent returns. In particular, the flagship
Philequity Fund, Inc. has garnered multiple awards from local and foreign agencies for its consistent track record of outstanding returns. Taking into consideration the fund’s ability to manage risk, the fund has equally earned several accolades for its risk-adjusted performance relative to its peers.Contact no:+63 2 8250 8700, Globe: +63 917 865 7197, +63 995 358 2801, Smart: +63 949 325 2712, +63 908 635 7614
Address:15th Floor Philippine Stock Exchange Tower, 5th Avenue corner 28th Street Bonifacio Global City, Taguig City 1634
Website:https://www.philequity.net
For more: Gaming Companies in Philippines
- ALFM Mutual Funds
The ALFM Mutual Funds are open-end investment companies registered with, and regulated by, the Securities and Exchange Commission (SEC). As of December 2016, the aggregate Net Asset Value of the funds amounted to about P104 Billion. To date, the ALFM Mutual Funds have the largest market share in the mutual funds industry in the Philippines.
Contact no:(02) 8580-0900
Address:19/F, BPI Buendia Center
Sen. Gil J. Puyat Ave., Makati City,
1226 Philippines
Website:https://www.alfmmutualfunds.com
For more: Marketing companies in Philippines
- FMAP (Fund Managers Association of the Phil., Inc.)
The Fund Managers Association of the Philippines (FMAP) is an organization composed of local equity and fixed income fund managers with the primary mission of helping uplift the investing public economically through the practice of professional fund management that adheres to ethical standards and recognized practices globally.
It is also envisioned as a catalyst of change through the continuous education of its members and efforts to foster solidarity among the different investment sectors, in order to uphold the best interests of the investing public.
FMAP was established in April 1997 to foster the development of capital and financial markets, specifically the fund management industry. It also aims to (1) contribute in the formulation of policies and guidelines of regulatory agencies such as the Securities and Exchange Commission (SEC), Bangko Sentral ng Pilipinas (BSP) and Insurance Commission (IC) aimed at increasing efficiency and effectiveness of the fund management industry, (2) collaborate with government agencies and other organizations in the consideration or amendment of laws affecting the industry, and (3) educate by way of seminars and other forms of propagating information in the interest of members and the general public.
Contact no:8-777-4560
Address:Unit 504, 5th floor VGP Center (formerly Manila Bank Bldg.) 6772 Ayala Avenue, Makati City
Website:https://fmap.com.ph
For more: Software companies in Philippines
- ATRAM
The ATR Asset Management Group (ATRAM or ATRAM Group) operates through ATR Asset Management, Inc. and the ATRAM Trust Corporation. This group manages portfolios consisting of mutual funds, trust assets, insurance portfolios, and real estate for proprietary and third-party clients.
Contact no:(02) 8814-7800
Address:8th Floor, 8 Rockwell Bldg., Hidalgo Drive, Rockwell Center, Makati City, Philippines 1210
Website:https://www.atram.com.ph
For more: Tech companies in Philippines
- MetroBank
Established in 1962, the Metropolitan Bank & Trust Company has become the premier universal bank and among the foremost financial institutions in the Philippines.
With a history spanning more than 50 years, it aims to deliver meaningful banking to Filipinos everywhere.
It boasts diverse product portfolio including investment banking, thrift banking, leasing and financing, bancassurance, and credit cards.
It offers a full range of services to large local and multinational corporations, middle-market and SMEs, high net-worth individuals and retail segment.
Contact no:(02) 88-700-700, 1-800-1888-5775
Address:Sen. Gil J. Puyat Avenue,
Makati City, 1200 Philippines
Website:https://metrobank.com.ph
For more: Cable companies in Philippines
- PNB
The Philippine National Bank was established as a government-owned banking institution on July 22, 1916 with headquarters in the old Masonic Temple along Escolta, Manila. Its primary mandate was to provide financial services to Philippine industry and agriculture and support the government’s economic development effort. World War I, then raging in Europe, generated huge demand for the country’s major exports namely: sugar, copra, coconut oil, Manila hemp and tobacco. However, not much was being done to develop the industries that produced these sought-after crops since access to credit facilities was limited then. To solve this problem, Henderson Martin, Vice Governor of the Philippines, together with Mr. Miguel Cuaderno (who later became Central Bank governor) drafted the charter for a national bank.
Contact no:(632) 8573-8888
Address:Customer Experience Division
Philippine National Bank Financial Center
Pres. Diosdado Macapagal Boulevard, Pasay City
Philippines 1300
Website:https://www.pnb.com.ph
For more: Chemical companies in Philippines
- BPI
Founded in 1851, Bank of the Philippine Islands is the first bank in the Philippines and in the Southeast Asian region. BPI is a universal bank and together with its subsidiaries and affiliates, it offers a wide range of financial products and solutions that serve both retail and corporate clients.
BPI’s services include consumer banking and lending, asset management, payments, insurance, securities brokerage and distribution, foreign exchange, leasing, and corporate and investment banking.
The bank has a network of over 800 branches in the Philippines, Hong Kong and Europe, and close to 3,000 ATMs and CAMs (cash accept machines).
Contact no:(632) 889-10000
Address:Tower One, Ayala North Exchange, 6796 Ayala Avenue corner Salcedo St., Legaspi Village, Makati City 1229
Website:https://www.bpi.com.ph
For more: Industrial companies in Philippines