Complete list of Philippine companies that offer mutual funds

Updated by in Categories:Investing, Tags:Tags

Do you want to know how to get hold of companies that offer you mutual funds to invest with your money? In this article, you will see the alphabetical list of investment companies in the Philippines, their contact information, and the funds that they manage.

If you are still learning about investing in them, you can also visit our beginners’ guide on mutual funds. You might be interested to read the complete list of mutual funds and the best-performing funds in 2019.

Benefits of investing in one investment company

There are actually many advantages when you choose to open with an investment company that manages several funds. One, you can actually open multiple investments in one go as you’re only dealing with one institution.

Two, it’s easy to transfer from one fund to another when the company offers multiple funds. While there are paperwork involved, the process is pretty straightforward. Transferring may be needed when you want to change strategy such as moving from conservative bond funds to more aggressive stock funds.

Three, transactions can be made with partner banks. This is true when the investment company and mutual fund are affiliated with or sister company of a well-known bank. You can open account, start investing, reinvest, or redeem shares at a bank nearest you.

Lastly, you’re only going to deal with one customer care to manage your investments, which is something impossible when your investments are maintained by various companies.

ALFM Mutual Funds

InfoDetails
Name
Address3/F, Insular Life Building, Ayala Avenue corner Paseo De Roxas, Makati City, 1226 Philippines
Phone(02) 580-2344 | (02) 580-2345 | (02) 580-2349
Emailbpi_investment@bpi.com.ph
Website https://www.alfmmutualfunds.com

ALFM Mutual Funds are the largest group of mutual funds in the Philippines. They are managed and distributed by the BPI Investment Management Inc., a subsidiary of Bank of the Philippine Islands (BPI)., which had over ₱100 billion worth of asset in its portfolio. In the table below, I have included two other funds as BPI Investment is their fund manager and primary distributor.

Online application. You may choose to enroll online. Just follow the instruction found here.

Monthly investment. Should you wish to reinvest automatically each month there is a BPI auto-debit facility. Your bank account gets deducted and the amount goes to your choice of fund.

  • ALFM Dollar Bond Fund, Inc.
  • ALFM Euro Bond Fund, Inc.
  • ALFM Growth Fund, Inc.
  • ALFM Money Market Fund, Inc.
  • ALFM Peso Bond Fund, Inc.
  • Bahay Pari Solidaritas Fund, Inc.
  • Ekklesia Mutual Fund Inc.
  • Philippine Stock Index Fund, Inc.

ATR Asset Management

InfoDetails
NameATR Asset Management
Address8th Floor, 8 Rockwell, Hidalgo Drive, Rockwell Center, Makati City, Philippines 1210
Phone632-814-7800
Fax632-841-0315
OpenWeekdays, office hours
Emailcustomercare_mutualfund@atram.com.ph | at ird@atram.com.ph
Website https://www.atram.com.ph

ATR Asset Management was established in July 1995 as Mutual Fund Management Co. of the Philippines (MFMCP), which was then called Kabuhayan Fund. Clemente Fund Management Asia Ltd. was the investment advisor, principal distributor and administrator. The company was revamped and renamed in 2003 upon purchase of 83% stake by the Maybank ATR Kim Eng Capital Partners, Inc.

It is the investment manager of seven SEC-licensed mutual funds. On February 1, 2019, the company took over the management of Soldivo Bond Fund and Soldivo Strategic Growth Fund from Rampver Financials.

  • Atram Alpha Opportunity Fund, Inc.
  • Atram Asiaplus Equity Fund,Inc.
  • Atram Corporate Bond Fund, Inc.
  • Atram Dynamic Allocation Fund, Inc.
  • Atram Philippine Balanced Fund,Inc.
  • Atram Philippine Equity Opportunity Fund,Inc.
  • Atram Total Return Bond Fund, Inc.
  • Soldivo Bond Fund, Inc.
  • Soldivo Strategic Growth Fund, Inc.

CLIMBS Investment Management and Advisory Corporation

InfoDetails
NameClimbs Investment Management and Advisory Corporation
AddressCDO: CLIMBS Building, Tiano corner Pacana Streets, Cagayan de Oro City 9000, Misamis Oriental, Philippines
Manila: Unit 505, 5th Floor, EU State Tower, 30 Quezon Avenue, Quezon City 1100
Phone+6388 859-0075 | 0933-813-1914 | 0920-946-9897
Fax+6388 856-1355 local 104
Emailinfo@cimac.ph
Website http://cimac.ph

The CLIMBS Investment Management and Advisory Corporation, a wholly-owned subsidiary of CLIMBS Life and General Insurance Cooperative, manages the CLIMBS Share Capital Equity Investment Fund Corporation. It was licensed (primary and secondary) by the Securities and Exchange Commission in May 19, 2017.

  • Climbs Share Capital Equity Investment Fund Corporation

Cocolife Asset Management Company, Inc.

InfoDetails
NameCocolife Asset Management Company, Inc.
Address8th Floor Cocolife Building, 6807 Ayala Avenue, Makati City 1226
Phone(+632) 8-101-888
Fax(+632) 8-419-507
Emailcocolifefunds@cocolife.com
Website https://www.cocolifeasset.com

The Cocolife Asset Management Company, Inc. was established on May 17, 2003 as a subsidiary of COCOLIFE. It currently manages three funds.

  • Cocolife Dollar Fund Builder (US$)
  • Cocolife Fixed Income Fund, Inc.
  • United Fund, Inc.

First Metro Asset Management Inc. (FAMI)

InfoDetails
NameFirst Metro Asset Management Inc. (FAMI)
Address118F PSBank Center, 777 Paseo de Roxas Ave. corner Sedeno Street, Salcedo Village, Makati City 1226
Phone:
Phone1(632) 941-3264 | (02) 891-2860 to 65
Fax1(02) 816-0467
Address2Level 1 eBloc 4 Building, JM Del Mar Street, Asiatown IT Park, Cebu City
Phone2(032) 520-5696
Fax2(032) 520-5694
Address3Ground Floor First Metro Investors Center, Hotel UNO Building, CM Recto Street, Davao City
Phone3(082) 293-9354
Emailfami@firstmetro.com.ph
Website https://fami.com.ph

The First Metro Asset Management Inc. (FAMI) was established in 2005. The company is composed of First Metro Investment Corporation (FMIC), the Catholic Educational Association of the Philippines, and the Marist Brothers Congregation Philippines, Inc. The FMIC is the investment arm of the Metrobank group. The company manages the following mutual funds.

Online application. The company allows you to start investing online. You can open an account by following the step-by-step instruction found on their website. Just make sure that you have at least 2 valid identification card. For joint account, you may be asked to present at least 2 valid ID card for both parties and other forms. Special instructions are also available for businesses.

Monthly reinvestment. You can enroll in their monthly investment program. It is a facility that allows automatic deduction.

The company offers the following funds.

  • First Metro Philippine Consumer Fund on MSCI Philippine , Inc.
  • First Metro Save & Learn Asia Focus Equity Fund,Inc. (US$)
  • First Metro Save & Learn Dollar Bond Fund, Inc.
  • First Metro Save And Fixed Income Fund, Inc.
  • First Metro Save And Learn Balanced Fund, Inc.
  • First Metro Save And Learn Equity Fund Inc.
  • One Wealthy Nation Fund, Inc.

Grepalife Asset Management Corporation

InfoDetails
NameGrepalife Asset Management Corporation
Address6F Grepalife Building, 221 Sen. Gil Puyat Avenue, Makati City
Phone866-6374 | 866-6375
FaxFax: 866-6857
Emailgamc@sunlifegrepa.com
Website http://grepafunds.com

The Grepalife Asset Management Corporation (GAMC) is a joint venture of Sun Life Financial and the Yuchengco Group of Companies. It is established on June 15, 2004 and a wholly-owned subsidiary of Sun Life Grepa Financial, Inc.

The company manages the following:

  • Grepalife Balanced Fund Corporation
  • Grepalife Dollar Bond Fund Corp.
  • Grepalife Fixed Income Fund Corporation

MBG Investment Management, Inc.

InfoDetails
NameMBG Investment Management, Inc.
AddressGround Floor 110 Legazpi Street, Legaspi Village, Makati City 1229
Phone(02) 956-7254
Emailinfo@mbgfunds.com
Websitehttps://www.mbgfunds.com/

The MBG Investment Management, Inc. was established in 2011. It is a wholly-owned subsidiary of MBG Capital, Inc. Currently, the company manages one fund.

  • MBG Equity Investment Fund, Inc.

Philam Asset Management, Inc. (PAMI)

InfoDetails
NamePhilam Asset Management, Inc. (PAMI)
Address17F Philam Asset Management, Net Lima Building, 5th Avenue corner 26th Bonifacio Global City, Taguig 1634
Phone(632) 817-7264
Emailphi.philamasset@aia.com
Website https://www.philamfunds.com

The Philam Asset Management Inc. (PAMI) was established in 1971 through Trinity Shares Inc., the first mutual fund in the country. Today, PAMI is part of Philam Life, an insurance company, which is in turn subsidiary of AIA Group. The company manages the following funds:

  • NCM Mutual Fund, Inc.
  • PAMI Asia Balanced Fund, Inc. (US$)
  • PAMI Equity Index Fund, Inc.
  • PAMI Global Bond Fund, Inc.
  • PAMI Horizon Fund, Inc.
  • Philam Bond Fund, Inc.
  • Philam Dollar Bond Fund, Inc.
  • Philam Fund, Inc.
  • Philam Managed Income Fund, Inc.
  • Philam Strategic Growth Fund, Inc.

Philequity Management, Inc. (PEMI)

InfoDetails
NamePhilequity Management, Inc. (PEMI)
Address15th Floor Philippine Stock Exchange Tower, 5th Avenue corner 28th Street Bonifacio Global City, Taguig City 1634
Phone(+632) 250-8700 | +63 917 865 7197 | +63 949 325 2712
Fax(+632) 250 8701
Emailask@philequity.net
Website https://www.philequity.net

The Philequity Management, Inc. (PEMI) was founded in 1994. It is one of the subsidiaries of the publicly-listed company, Vantage Equities. It’s the partner company of eBIZ Western Union, so you definitely can submit proof of deposit and documents whenever you open accounts online.

Online application. PEMI allows anyone to open an account and invest online. Follow the instructions on their website. Prepare at least 2 valid identification cards with signature, fill out the forms, make the deposit for initial investments at any participating banks, and submit the documents at any eBIZ Western Union branches all over the Philippines.

Automatic investment program. You may also sign up for their automatic investment program with partner banks BDO and BPI. The mutual funds you can start investing in are the following:

  • Philequity Dividend Yield Fund, Inc.
  • Philequity Dollar Income Fund, Inc.
  • Philequity Fund, Inc.
  • Philequity Peso Bond Fund, Inc.
  • Philequity PSE Index Fund, Inc.
  • Philequity Strategic Growth Fund, Inc.

Sun Life Financial Philippines

InfoDetails
NameSun Life Asset Management Company, Inc.
AddressCheck their multiple financial centers near you.
HeadquartersIntegrated Services Department, 2/F Sun Life Centre, 5th Avenue corner Rizal Drive, Bonifacio Global City,
Taguig City 1634
Phone555-8888
Client care(632) 849-9888
EmailSend a message through their contact page.
Website https://www.sunlife.com.ph/PH/Investments?vgnLocale=en_CA

The Sun Life Asset Management Company, Inc or SLAMCI was established at the turn of the century. A subsidiary of Sun Life Financial Philippines, it is focused in offering mutual funds to its customers.

  • Sun Life of Canada Prosperity Balanced Fund, Inc.
  • Sun Life of Canada Prosperity Bond Fund, Inc.
  • Sun Life of Canada Prosperity Philippine Equity Fund, Inc.
  • Sun Life Prosperity Dollar Abundance Fund, Inc.
  • Sun Life Prosperity Dollar Advantage Fund, Inc. ($)
  • Sun Life Prosperity Dollar Starter Fund, Inc.
  • Sun Life Prosperity Dollar Wellspring Fund, Inc.
  • Sun Life Prosperity Dynamic Fund, Inc.
  • Sun Life Prosperity GS Fund, Inc.
  • Sun Life Prosperity Money Market Fund, Inc.
  • Sun Life Prosperity Philippine Stock Index Fund, Inc.
  • Sun Life Prosperity World Voyager Fund,Inc.

References