Recently, I found out that what Robert Kiyosaki says about people falling in love with their investments is true. Most of us have that underperforming investment that we have had for so many years already but can't seem to let go of. Well, here is a list of top performing UITFs and hopefully this list will help you in making that hard decision of letting go of investments that are no longer working for you.
UITF Classification: Equity Funds
| Rank | Bank | Fund Name | ROI |
| 1 | Manulife Investment Management and Trust Corporation | Manulife Asia Best Select Equity Fund (PHP Unhedged Class I) | 16.70% |
| 2 | Manulife Investment Management and Trust Corporation | Manulife Asia Best Select Equity Fund (PHP Unhedged Class A) | 14.75% |
| 3 | AB Capital Asset Management | AB CAPITAL EQUITY FUND | 11.76% |
| 4 | RCBC Trust Corporation | RCBC R25 DIVIDEND EQUITY FUND | 8.85% |
| 5 | BPI WEALTH | BPI PHILIPPINE HIGH DIVIDEND EQUITY FUND | 7.81% |
| 6 | China Banking Corporation | CHINABANK HIGH DIVIDEND EQUITY FUND | 7.78% |
| 7 | AIA INVESTMENT MANAGEMENT AND TRUST CORPORATION PHILIPPINES | AIA Peso Equity Fund | 7.48% |
| 8 | BDO Unibank, Inc. | BDO ESG EQUITY FUND | 5.06% |
| 9 | BDO Unibank, Inc. | BDO DIVIDEND FUND | 4.33% |
| 10 | ATRAM Trust Corporation | ATRAM Philippine Sustainable Development and Growth Fund (Y Unit Class) | 4.31% |
UITF Classification: Fixed Income or Bond Funds (Long Term)
| Rank | Bank | Fund Name | ROI |
| 1 | BDO Unibank, Inc. | BDO PESO BOND FUND MERIT CLASS | 1.97% |
| 2 | BDO Unibank, Inc. | BDO PESO BOND FUND | 1.79% |
| 3 | Union Bank | UnionBank PHP Tax Exempt Fixed Income Fund | 0.98% |
| 4 | ATRAM Trust Corporation | ATRAM Long Term Peso Bond Fund (I Unit Class) | 0.54% |
| 5 | BPI WEALTH | ABF PHILIPPINES BOND INDEX FUND | 0.54% |
| 6 | Bank of Commerce | DIVERSITY PESO BOND FUND | 0.29% |
| 7 | RCBC Trust Corporation | RCBC PESO FIXED INCOME FUND | 0.08% |
| 8 | AIA INVESTMENT MANAGEMENT AND TRUST CORPORATION PHILIPPINES | AIA Peso Long Term Bond Fund | 0.06% |
| 9 | Security Bank Corporation | SB PESO BOND FUND | -0.12% |
| 10 | China Banking Corporation | CHINABANK FIXED INCOME FUND | -0.30% |
UITF Classification: Multi-Asset or Balanced Funds
| Rank | Bank | Fund Name | ROI |
| 1 | Robinsons Bank | RBank Tax-Exempt Retirement Fund (A Balanced UITF) | 10.87% |
| 2 | AB Capital Asset Management | AB CAPITAL BALANCED FUND | 8.30% |
| 3 | Philippine Bank of Communications | PBCOM PHP MULTI-ASSET FUND | 4.76% |
| 4 | China Banking Corporation | CHINABANK BALANCED FUND | 4.04% |
| 5 | BDO Unibank, Inc. | BDO PESO MULTI-ASSET FUND | 3.34% |
| 6 | BPI WEALTH | BPI BAYANIHAN BALANCED FUND | 3.34% |
| 7 | Philippine National Bank | PNB MULTI-ASSET FUND (Formerly PNB Balanced Fund) | 2.67% |
| 8 | LandBank of the Philippines | LANDBANK Growth Fund | 2.63% |
| 9 | LandBank of the Philippines | LANDBANK Balanced Fund | 1.52% |
| 10 | Robinsons Bank | RBank Balanced Fund | 1.48% |
UITF Classification: Money Market Funds
| Rank | Bank | Fund Name | ROI |
| 1 | Manulife Investment Management and Trust Corporation | Manulife Money Market Fund (Class I) | 5.54% |
| 2 | China Banking Corporation | CHINABANK MONEY MARKET FUND | 5.29% |
| 3 | Security Bank Corporation | SB PESO CASH MANAGEMENT FUND | 5.13% |
| 4 | AB Capital Asset Management | AB CAPITAL SHORT-TERM FUND | 5.12% |
| 5 | Manulife Investment Management and Trust Corporation | Manulife Money Market Fund (Class A) | 5.01% |
| 6 | AIA INVESTMENT MANAGEMENT AND TRUST CORPORATION PHILIPPINES | AIA Peso Money Market Fund | 4.89% |
| 7 | Philippine National Bank | PNB INSTITUTIONAL MONEY MARKET FUND | 4.88% |
| 8 | BDO Unibank, Inc. | BDO INSTITUTIONAL CASH RESERVE FUND | 4.84% |
| 9 | BPI WEALTH | BPI MONEY MARKET FUND | 4.82% |
| 10 | Philippine National Bank | PNB PRESTIGE PESO MONEY MARKET FUND (Formerly PNB Peso Fixed Income Fund) | 4.80% |
The data found here is from May 12, 2023 to May 14, 2024 and was taken from uitf.com.ph.
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