Exclusive Report: Do you own the same stocks owned by top Investment Funds in the Philippines? (Feb. 2017)

PinoyInvestor’s Special Reports cover our partner brokers’ expert analysis on a range of topics affecting the stock market. These may include economic updates, sector analyses, upcoming IPOs, and more! Learn how you can use this report in the PinoyInvestor guide.

 

What this Special Report is about

This Special Report – exclusively provided to Premium Access members like you – shows the stocks owned by twelve (12) Mutual Funds and Unit Investment Trust Funds in the Philippines, as of end-December 2016 (except for First Metro Save and Learn Equity Fund).

This means these are the stocks that these funds are positioning for in 2017!

How can this information help you?

After knowing which stocks are included in the portfolio of these top investment funds, you can compare your own stock holdings and make adjustments, if necessary. After all, these funds have been successfully profiting from the stock market for decades now!

To make the decision even easier for you, we also summarize below the Top 10 stocks that frequently appeared in the portfolio of these investment funds.

Happy smart investing!

 

Stocks Included the Most in the Portfolio of Investment Funds

Here are the Top 10 stocks that were common in the portfolio of the top 12 investment funds in the Philippines.

There must be a reason why these funds are buying and holding these stocks!

 

Mutual Funds and Unit Investment Trust Funds analyzed in this Special Report

PinoyInvestor - Top Stock Holdings of Philippine Investment Funds 2017

Stock Holdings of Top 12 Mutual Funds and Unit Investment Trust Funds in the Philippines

Here’s a listing of the stock holdings of each of the Top 12 investment funds in the country.

Trust us, you cannot find this information anywhere else! It’s only here in PinoyInvestor!

1. ATRKE Equity Opportunity Fund

Fund Description: A Mutual Fund invested primarily in Philippine equity securities, suitable for investors pursuing a growth strategy and who have a medium to long term investment horizon.

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ATRKE Opportunity Fund's Top 10 Stocks% in Portfolio
SMPH8.30%
ALI8.10%
SM7.90%
TEL4.90%
AEV4.50%
URC4.40%
BPI4.20%
BDO4.20%
AC4.00%
GTCAP3.50%

 

2. BDO Equity Fund

Fund Description: A Unit Investment Trust Fund that aims primarily for capital growth over the medium to long-term by investing in a selection of exchange-listed equities.

 

3. BPI Philippine Equity Index Fund

Fund Description: A Mutual Fund that aims to track the performance of the Philippine Stock Exchange index (PSEi).

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4. BPI Odyssey Philippine Equity Fund

Fund Description: A Unit Investment Trust Fund that aims to attain long-term capital growth for Peso investors, seeking to outperform the PSEi.

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5. BPI Odyssey Philippine High Conviction Equity Fund

Fund Description: A Unit Investment Trust Fund that aims to attain long-term capital growth for Peso investors, seeking to outperform the PSEi.

 

6. BPI Equity Value Fund

Fund Description: A Unit Investment Trust Fund that intends to achieve for its participants long-term capital growth by investing into the extent possible, equity securities issued by Philippine domiciled companies which have a value style bias.

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7. Metrobank Metro Equity Fund

Fund Description: A Unit Investment Trust Fund that aims to achieve for its participants maximum growth from a portfolio of diversified, blue chip and fundamentally sound equities listed at the Philippine Stock Exchange.

 

8. Philequity Fund

Fund Description: A Mutual Fund that seeks long-term capital appreciation through investment primarily in equity securities of listed companies while considering the liquidity and safety of its investment to protect the interest of investors.

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9. Philequity PSE Index Fund

Fund Description: A Mutual Fund that aims to track and closely match the performance of the PSEi by buying and selling a proportionate number of shares of the stocks that compose the PSEi.

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10. Philequity Dividend Yield Fund

Fund Description: A Mutual Fund that seeks long-term capital appreciation through investing in listed equity securities that pay out dividends while taking into consideration the liquidity and safety of its investments to protect the interest of its investors.

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11. Security Bank SB Peso Equity Fund

Fund Description: The Fund is suitable for aggressive or risk tolerant individual or institutional clients with medium to long term horizons, who seek potentially higher returns through investments in the Philippine stock market and who can tolerate higher price volatilities.

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12. First Metro Save and Learn Equity Fund

Fund Description: This is an actively managed portfolio of selected stocks, with strong balance sheets and attractive valuations. Its goal is to provide growth through long-term capital appreciation. It is an ideal investment for investors seeking high growth with high risk.

 

We hope that you’d find this Special Report a worthy and useful resource in making your own intelligent stock investment decisions.

A disclaimer, though: you should not simply and blindly follow the portfolios above. A true intelligent PinoyInvestor is one who analyzes information before making any investment decision. Take time to do an extensive assessment of your investment objective and investing strategy prior to making any investment action.

 

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PinoyInvestor

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