Mutual Funds VS UITF

[NeverEndingDrive]

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Nindot ang uitf kay walay sales charge. Nya lain pang advantage kay gwapa ang gadala sa UITF sa bdo dha sa cbp. hahahaha! makagana og puno

[bistot]

subscribing,,,maau ba mo invest sa PNB mga bro?

[MK]

Nindot ang uitf kay walay sales charge. Nya lain pang advantage kay gwapa ang gadala sa UITF sa bdo dha sa cbp. hahahaha! makagana og puno

wala sales charges bai pero internally, its paying the 20% final withholding tax on the interest income...mao nga it may come out the same ra performance wise

[arclops]

Mutual Funds VS UITFs

Figures are Compound Annual Growth Rate (CAGR)

Fund performance for the last 5 yrs: (2008 - 2013)

• AB Capital Equity Fund UITF:Equity 32.77%
• Philequity Fund, Inc. MF:Equity 29.46%
• BDO Peso Equity Fund UITF:Equity 28.11%
• BDO Institutional Equity Fund UITF:Equity 27.82%
• First Metro Save and Learn Equity Fund,Inc. MF:Equity 27.59%
• Metro Equity Fund UITF:Equity 26.27%
• First Metro Save and Learn Balanced Fund Inc. MF:Balanced 25.86%
• PSEi Benchmark 25.75%

Fund performance for the last 6 yrs: (2007 - 2013)

• First Metro Save and Learn Balanced Fund Inc. MF:Balanced 19.76%
• First Metro Save and Learn Equity Fund,Inc. MF:Equity 15.16%
• Philequity Fund, Inc. MF:Equity 13.68%
• AB Capital Equity Fund UITF:Equity 12.20%
• Metro Equity Fund UITF:Equity 11.35%
• BDO Peso Equity Fund UITF:Equity 10.84%
• BDO Institutional Equity Fund UITF:Equity 10.68%
• RCBC Rizal Equity Fund UITF:Equity 10.55%
• Landbank Growth Fund UITF:Balanced 10.53%
• SB Peso Asset Variety Fund UITF:Balanced 9.54%
• Optima Balanced Fund, Inc. MF:Balanced 9.14%
• ATRKE Equity Opportunity Fund, Inc. MF:Equity 8.93%
• Sun Life Prosperity Philippine Equity Fund, Inc. MF:Equity 8.71%
• PSEi Benchmark 8.44%

Fund performance for the last 7 yrs: (2006 - 2013)

• AB Capital Equity Fund UITF:Equity 15.07%
• First Metro Save and Learn Equity Fund,Inc. MF:Equity 14.81%
• Philequity Fund, Inc. MF:Equity 14.31%
• BDO Institutional Equity Fund UITF:Equity 12.56%
• BDO Peso Equity Fund UITF:Equity 12.06%
• RCBC Rizal Equity Fund UITF:Equity 10.94%
• PSEi Benchmark 10.21%

Fund performance for the last 8 yrs: (2005 - 2013)

• First Metro Save and Learn Equity Fund,Inc. MF:Equity 20.36%
• Philequity Fund, Inc. MF:Equity 18.50%
• BDO Institutional Equity Fund UITF:Equity 17.32%
• BDO Peso Equity Fund UITF:Equity 15.39%
• RCBC Rizal Equity Fund UITF:Equity 15.00%
• PSEi Benchmark 13.79%

NOTE: Index funds are excluded from the list.
DISCLAIMER: I do not guarantee that the data presented herein are 100% accurate. References are taken from the fund's website, ICAP, and other online sources.

[rpatsy]

Nindot ang uitf kay walay sales charge. Nya lain pang advantage kay gwapa ang gadala sa UITF sa bdo dha sa cbp. hahahaha! makagana og puno

mao lagi gwapa pero kasagaran wa kabalo about sa ila product, hehe...ig pangutana sa usa, tingala lang ka kay lain na tubag sa usa banker ig ask nimo balik, or naa sad ig pangutana nimo mangutana sa tupad, hahaha..last nako pangutana if taxable ba, uu daw taxable ig redeem, toinx, pag-ask nako sa friend sa ko sis-in-law na taga BDO, incorporated na sa NAVPU ang tanang charges

[NeverEndingDrive]

Okie raman nako nga wala cla kahibaw kay katong head man jd nila sa uitf ang ako giask pag.una nad well informed naman ko before ko nisulod ani so dili ra kaau nako needed ang questions towards atong tigdawat sa additional.

[nowayL]

Update lang ko sa akong UITF guys. After 10 months naka-decide ko nga mo all out sako temporarily para maka-position gyud ko ug sakto. Nagawas na nako gahapon tanan at 55K loss ... Ouchhhhh ..... hehe.

[NeverEndingDrive]

Update lang ko sa akong UITF guys. After 10 months naka-decide ko nga mo all out sako temporarily para maka-position gyud ko ug sakto. Nagawas na nako gahapon tanan at 55K loss ... Ouchhhhh ..... hehe.

Y man boss? Equity ka? Minimum of 5 years mana dapat kuhaon para makaprofit jd ka. Sa history raba if monegative kay grabe ang saka ana after. Possible nuon gehapon manegative ds year.

[cebu.opportunities]

Update lang ko sa akong UITF guys. After 10 months naka-decide ko nga mo all out sako temporarily para maka-position gyud ko ug sakto. Nagawas na nako gahapon tanan at 55K loss ... Ouchhhhh ..... hehe.

gi-ihap gyud, hehe...
ouch ani sir nowayl... na trap pud to ako uitf... pero pang "back-up" nlng to.

suwayi trade directly sir bisan gamay lang nga portion from ur UITF. dali ra ang kita. pero cautious lang ky dali pud ang lugi
so far, happy ra.

[nowayL]

gi-ihap gyud, hehe...
ouch ani sir nowayl... na trap pud to ako uitf... pero pang "back-up" nlng to.

suwayi trade directly sir bisan gamay lang nga portion from ur UITF. dali ra ang kita. pero cautious lang ky dali pud ang lugi
so far, happy ra.

Y man boss? Equity ka? Minimum of 5 years mana dapat kuhaon para makaprofit jd ka. Sa history raba if monegative kay grabe ang saka ana after. Possible nuon gehapon manegative ds year.

10 COP Equity ko nya 2 Balanced Funds BroNever. Dili ko pang-long term Bro kay dili man sad assurance after 5 years nga in favor nato ang market. Pero naa koy usa ka COP nga ni gain ko ug 7% in one month but the rest loss ko. Gusto ko mo position ug usab mao cut sa ko sa akong loss for now

Sis Cebu sulti gyud nako diri unsay tinood para naay ideas ang gusto mosulod ani nga investments .... hehe
Pero, akong gibalhin ug lain nga investment Sis nga in 3 months, mabawi na nako akong 50K loss and on the 4th month start nako ug gain at at least 5% gain per month for the next 7 months. Pasalamat ko nakalingkawas ko sa akong pagka-trap sa akong mga wrong entries. I'll be back very soon BDO .... hehe.