CFA Society Philippines Recognizes 20 Best Managed Funds at the Vision 2025.
Makati City, Philippines – February 28, 2025 – CFA Society Philippines celebrated excellence in fund management by recognizing 20 best managed funds at the highly anticipated “Vision 2025”. Held at Discovery Primea Makati, the prestigious event honored funds that demonstrated superior performance based on key metrics, such as risk-adjusted returns for actively managed funds and tracking error for index funds. Marking its 10th year, the annual awards continue to serve as a benchmark of quality in the investment industry, attracting participation from 16 investment houses and trust institutions. This year, 170 qualified funds vied for recognition across multiple categories. The winners were determined by the CFAP Fund of the Year Committee through a meticulous evaluation of investment data submitted by participating institutions. Notably, this year’s awards introduced new categories focusing on global feeder funds along with local money market and thematic funds, further expanding the potential investment opportunities for Filipino retail investors.
List of 2025 Best Managed Fund of the Year Award Winners:
Money Market Funds using pure FVPL valuation:
- Money Market Fund (Peso - FVPL) – Chinabank Cash Fund
- Money Market Fund (Dollar - FVPL) – BPI US Dollar Short Term Fund
Money Market Funds using pure HTM valuation:
- Money Market Fund (Peso - HTM) – Sun Life Prosperity Peso Starter Fund
Intermediate-Term Bond Funds using pure FVPL valuation:
- Bond - IT (Peso - FVPL) – PNB Profit Peso Bond Fund
- Bond - IT (USD - FVPL) – Metro$ Short Term Bond Fund
Medium-Term Bond Funds using pure FVPL valuation:
- Bond - MT (Peso - FVPL) – AUB Peso Investment Fund
- Bond - MT (Dollar - FVPL) – AUB Gold Dollar Fund
Medium-Term Bond Funds using pure HTM valuation:
- Bond - MT (Peso - HTM) – ALFM Peso Bond Fund
Long-Term Bond Funds using pure FVPL valuation:
- Bond - LT (Peso - FVPL) – SB Peso Bond Fund
- Bond - LT (Dollar - FVPL) – Chinabank Dollar Fixed Income Fund
Balanced Fund using pure FVPL valuation:
- Balanced (Peso - FVPL) – AB Capital Balanced Fund
- Balanced (Dollar - FVPL) – Sun Life Dollar Advantage Fund
Equity Funds:
- Equity (Peso) – Metro High Dividend Yield Fund
- Equity (Dollar) – BPI Invest Global Equity Fund-of-Funds
Local Equity PSE Index Funds:
- Equity Index (Peso) – SB Philippine Equity Index Fund
Global Equity Feeder Funds:
- Global Equity Feeder (Peso) – ATRAM Global Technology Feeder Fund
- Global Equity Feeder (Dollar) – BPI Invest European Equity Feeder Fund
Local Equity Thematic Funds:
- Local Equity Thematic (Peso) – BPI Philippine Infrastructure Equity Index Fund
Global Fixed Income Feeder Funds:
- Global Fixed Income Feeder (Dollar) – Metro$ US Investment Grade Corporate Bond Feeder Fund
Global Equity Index Feeder Funds:
- Global Equity Index Feeder (Dollar) – BPI US Equity Index Feeder Fund
The search was open to all peso- and dollar-denominated Unit Investment Trust Funds (UITFs) and Mutual Funds (MFs) accessible to retail investors. Institutional funds were excluded from consideration.
Commitment to Excellence in Fund Management
“CFA Society Philippines congratulates the winners of the Best Managed Funds of the Year Awards! More than just a recognition ceremony, it also acts as a quality benchmark for retail investors, highlighting funds that consistently manage risk and deliver strong returns. We believe that it does not only builds investor confidence but also drives fund managers to consistently maintain high standards, ensuring that retail investors have reliable options when entrusting their hard-earned money in building a financially-secure future for their families.” Mr. John Balce, CFA, President and Chairman of CFA Society Philippines said. “Consistent with our advocacy of promoting investor education and excellence in the industry, CFA Society Philippines is pleased to present these awards to deserving funds, particularly with the addition of new categories that expand the investment universe for Filipinos. These recognitions aim to help investors make informed decisions in growing their hard-earned money,” added Mr. Mark Ilao, CFA, CIPM, Committee Head of the Best Managed Fund Awards.