EXCLUSIVE: Top 10 Stocks owned by BDO, BPI, Sunlife, Metrobank Equity Funds (2018)

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What this Special Report is about

This Special Report – exclusively provided to Premium Access members like you – shows the 10 stocks owned by ten (10) Equity Investment Funds in the Philippines as of end-December 2017.

What this means is that these Top 10 stocks are the ones the funds are betting on this year!

How can this Special Report help you?

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

You may copy the portfolio of any of these top investment funds below. Alternatively, you can simply bet on the Top 10 stocks common among their portfolios which we’ve summarized for you below.

 

Stocks Included the Most in the Portfolio of Investment Funds

Here are the 10 Stocks that were common and appeared most frequently in the portfolio of the Top Mutual Funds and Unit Investment Trust Funds in the Philippines.

There must be a reason why they are holding these stocks!

Top 10 Stocks Common Among PHL Investment Funds

 Company NameStock CodeNumber of Funds (out of 10) that have this stock in their portfolio
1SM Prime HoldingsSMPH10
2Ayala LandALI10
3BDO UnibankBDO10
4Ayala Corp.AC10
5Bank of the Philippine IslandsBPI10
6SM InvestmentsSM10
7JG Summit HoldingsJGS8
8Aboitiz Equity VenturesAEV6
9MetrobankMBT5
10PLDTTEL4

Again, what you can do is compare your own holdings and make adjustments, if necessary, or copy the entire portfolio if you wish!

 

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

Which stocks are owned by each of the top investment funds in the country? Here’s a listing of the portfolio of each investment fund. 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.

 ATRKE Opportunity Fund% in Portfolio
1SM11.20%
2ALI9.40%
3BDO8.30%
4SMPH7.50%
5AC6.60%
6BPI4.10%
7AEV4.10%
8JGS3.50%
9URC3.10%
10GTCAP3.10%

 

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.

 BDO Equity Fund% in Portfolio
1SM13.30%
2ALI10.54%
3SMPH8.72%
4BDO8.26%
5AC6.00%
6BPI3.65%
7JGS3.21%
8WLCON2.67%
9MEG2.63%
10ICT2.60%

 

3. BPI Philippine Stock Index Fund

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

 BPI Philippine Stock Index Fund% in Portfolio
1SM12.85%
2SMPH8.48%
3ALI8.36%
4BDO7.89%
5AC6.17%
6JGS5.18%
7BPI5.09%
8AEV4.59%
9TEL3.91%
10MBT3.87%

 

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.

 BPI Odyssey Philippine Equity Fund% in Portfolio
1SM9.84%
2ALI8.21%
3SMPH7.15%
4BDO6.93%
5BPI5.50%
6Time Deposit5.27%
7AEV4.91%
8JGS4.83%
9TEL4.72%
10AC4.71%

 

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.

 BPI Odyssey Philippine High Conviction Equity Fund% in Portfolio
1SM8.36%
2ALI7.92%
3SMPH7.03%
4TECH6.24%
5JGS6.24%
6AEV6.21%
7AC6.18%
8BDO5.35%
9BPI4.11%
10URC3.96%

 

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.

 BPI Equity Value Fund% in Portfolio
1SM10.68%
2ALI8.45%
3SMPH7.66%
4BDO7.57%
5AC5.16%
6Time Deposit5.13%
7BPI5.13%
8JGS4.57%
9TEL4.21%
10AEV4.07%

 

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.

 Metrobank Metro Equity Fund% in Portfolio
1SM13.07%
2ALI8.60%
3SMPH8.49%
4BDO8.16%
5AC6.23%
6BPI5.09%
7JGS5.03%
8TEL4.26%
9MBT3.95%
10URC3.91%

 

8. 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.

 Security Bank SB Peso Equity Fund% in Portfolio
1SM10.44%
2BDO8.60%
3SMPH8.27%
4ALI8.18%
5JFC6.18%
6AC6.04%
7BPI5.04%
8MBT5.02%
9MPI3.36%
10RRHI3.08%

 

9. Philam Strategic Growth Fund

Fund Description: This mutual fund is for aggressive investors who want to take advantage of movements of attractive stocks in the Philippine stock market.

 Philam Strategic Growth Fund% in Portfolio
1SM10.09%
2ALI7.54%
3SMPH7.05%
4BDO7.00%
5AC4.51%
6BPI4.04%
7AEV3.82%
8MBT3.68%
9MPI3.30%

 

10. Sunlife of Canada Prosperity Philippine Equity Fund

Fund Description: This fund aims to generate long-term capital appreciation through investment in high-quality equity securities diversified across sectors and issue sizes to provide moderate portfolio volatility.

 Sunlife of Canada Prosperity Philippine Equity Fund% in Portfolio
1SM11.05%
2ALI10.17%
3BDO8.33%
4SMPH7.95%
5AC6.60%
6MBT4.36%
7JGS3.76%
8MPI3.48%
9BPI3.47%
10ICT3.45%

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

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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