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News and Events

These Are The Best Performing Funds of 2018

Only less than half of all UITFs posted positive returns from January to December this year

Conservative investors made the most out of their investments in 2018—at least among UITF investors in the country.Unit investment trust funds, also known as UITFs, are a type of pooled investment funds offered and managed by banks. Any individual can avail of ...

by Pauline Macaraeg for  | December 31, 2018 06:00:00
News and Events

Only 3% of Filipino Adults Invest in Bonds, Funds and Stocks, Says BSP

Those without investments cite unemployment as the main reason

Attend any financial wellness seminar or read any article on growing wealth, and one of the first concepts promoted is the difference between saving and investing. While saving money allows it to be stored and accessed easily, investing money allows it to ...

by Lorenzo Kyle Subido  | August 02, 2018 08:00:00
News and Events

Which Investment Funds Are (Still) Posting Returns Above the 4.5% Inflation Rate?

The vast majority of funds are not rising as fast as consumer prices; here’s a list of the exceptional few that do

Rising inflation, or the faster pace of increase in consumer prices, is not only the enemy of consumers but is also the scourge of savers and investors.While higher inflation implies goods and services are costlier for consumers, it also erodes the value ...

by Pauline Macaraeg  | May 21, 2018 09:00:00
News and Events

Investment Trust Funds that Pay Higher Yields Than Deposits Now Available from Non-Banks

Manulife Asset Management and Trust Corp.’s three UITFs are the first to be offered by a non-bank trust unit

In their search for higher yields on their savings, many Filipinos have moved their money into various investment vehicles. One of the more popular options is the unit investment trust fund (UITF), a type of pooled fund managed by a professional entity, ...

by Lorenzo Kyle Subido  | September 25, 2017 11:00:00
Startup Tips

What Are Mutual Funds And Should You Invest In Them?

Time to roll the dice

If you want to invest in the stock market, but have no idea how it works, then learning about mutual funds is the way to go.According to Senior Marketing Director, International Trainer, and Financial Coach at International Marketing Group, Bryan Jay Maningas, simply put, mutual funds investment ...

by Khatrina Bonagua for  | September 14, 2017 07:00:00
News and Events

Entrepreneur PH Guide to Investment Funds 2017

Essential information on the country's biggest mutual funds, UITFs and VUL funds

If you're a long-time depositor in your bank branch, you may have gotten a text message from the manager inviting you to come over for a chat about moving some of the money in your savings accounts to an investment fund. "We ...

by Entrepreneur Staff  | February 17, 2017 11:00:00
News and Events

How to Legally Avoid Taxes on Your Investments with PERA Funds

No need to pay the 20% final withholding tax on interest, 5-10% capital gains tax, among others

An initial list of seven unit investment trust funds (UITFs), a type of pooled fund managed by banks, have been accredited by the Bangko Sentral ng Pilipinas (BSP) as qualified tax-exempt investments under the newly approved Personal Equity and Retirement Account (PERA) ...

by Entrepreneur Staff  | February 17, 2017 11:00:00
News and Events

Choosing Funds: Tips from the Founder of PH's First Funds Supermarket

Marvin Fausto urges investors to remember A-C-T: Asset size, Cost and Track record

As one of the country's most prominent and respected fund managers, Marvin Fausto has few equals when it comes to familiarity with the country's investment funds.A former chief investment officer of BDO Unibank, he co-founded the Fund Managers Association of the Philippines ...

by Entrepreneur Staff  | February 17, 2017 11:00:00
Run & Grow

Top 4 factors to consider in choosing an investment fund

Time for you to know about pooled funds, mutual funds and UITFs

Everyone has goals—a comfortable lifestyle, secure retirement, funding for their children’s education, even vacations. They’re all within your reach if you invest your money and do it wisely.As an entrepreneur, however, you may have difficulty in managing your investments. This is because ...

by Rienzie Biolena  | September 19, 2016 05:00:00
Business Ideas

Make your money grow by investing it

Understand how investing works and see how it can open many opportunities to make your money grow.

Opening a bank account and making it grow is the most elementary knowledge that we have of investing. But when do we stop saving up and when do we start investing? Raul Ylanan, an independent financial consultant, says the key is in ...

by Karmina De Ungria  | May 28, 2015 12:00:00
Business Ideas

6 advantages of a mutual fund investment

Why should you consider investing in mutual funds? Here are six logical reasons.

Gone are the days where having enough savings is enough for one to be financially secured. As you retire, your savings could be gone in just a few years or less and you'll be left only with nothing. To prevent this from ...

by MJ Dinglasan and MJ Dinglasan  | March 04, 2015 02:00:00
News and Events

Colayco Foundation successfully facilitates its InvestAbility: Mutual Funds seminar in Manila

"Be a planned spender. Don't be an impulsive buyer"-take this first step in achieving financial freedom.

With the Philippines being projected as the second fastest growing economy in the world in 2015 (according to Bloomberg survey of economists), expect more local and foreign investors to come as the country is expected to have a high economic growth for ...

by MJ Dinglasan  | March 03, 2015 06:30:00
Business Ideas

Personal Finance 101: Where to invest your savings

Personal finance coach Joe Ferreria shares a shortlist of simple investment opportunities that can boost the value of your savings.

“Lazy people can’t be wealthy.” This is the strong reminder of Joe Ferreria, president of financial coaching firm MoneyDoctors Inc., to the attendees of the recent Investalk: Mid-year Outlook 2014 held last July 12 at Solaire Resort and Casino in Pasay City. ...

by James Humarang  | July 24, 2014 02:00:00