EXCLUSIVE: Top 10 Stocks owned by BDO, BPI, Sunlife, Philam & other Investment Funds

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 Premium Special Report shows the Top 10 stocks owned by twelve (12) Equity Investment Funds in the Philippines as of the end of December 2018. This simply means the following 10 stocks below are the ones the funds are betting on this 2019!

How can this Special Report help you?

You can compare your own stock holdings and make adjustments to the portfolio if you see fit. If you want, you can also just mimic the portfolio holdings of a fund and achieve the same returns and profits as that fund. In the first place, there must be a reason why they are holding these stocks!

 

Stocks Included the Most in the Portfolio of Investment Funds

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

Top 10 Stocks Bought by Investment Funds in the Philippines

 Company NameStock CodeNumber of Funds (out of 12) that have this stock in their portfolio
1SM InvestmentsSM12
2SM Prime HoldingsSMPH12
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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 as of end-December 2018.

 

1. 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.

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 BDO Equity Fund% in Portfolio
1SM13.04%
2SMPH9.83%
3ALI9.61%
4BDO6.85%
5AC6.50%
6MBT4.88%
7BPI4.45%
8ICT3.67%
9JFC3.32%
10JGS2.38%

 

2. BPI Philippine Stock Index Fund

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

 

3. 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.

 

4. 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.

 

5. 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.

 

6. 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.

 

7. 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.

 

8. 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.

 

9. 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.

 

10. FAMI Save & Learn Equity Fund

Fund Description: This fund is an actively-managed portfolio of selected quality stocks across multiple industries and sectors with strong balance sheets and attractive valuations.

 

11. PhilEquity Fund

Fund Description: This fund is for investors looking for long-term capital appreciation but do not have the expertise and resources necessary to actively manage a stock portfolio.

 

12. PhilEquity Dividend Yield Fund

Fund Description: This fund is best suited for investors who would like exposure in the stock market through stocks with large market capitalizations and pay regular dividends.

 

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 just 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.

 

PinoyInvestor
PinoyInvestor

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