OUTCOME REQUIREMENTS CHAPTER 2 & 3

a requirement in the subject

Financial Market

By:

Generoso, Sandra Banching

January 27, 2020

BSA 2

Dean Arnel Cadeliña

CHPTER 2: AllHome – Everything a Builder, Contractor or DIY Homeowner Needs

AllHome Corporation is a stock corporation incorporated under the laws of the

Philippines and registered with the Philippine Securities and Exchange Commission on May 29,

2013. The Company is primarily engaged in buying, selling, distributing, marketing, at

wholesale and retail, of all kinds of goods, commodities, wares and merchandise of every kind

and description and enter into all kinds of contracts for the export, import, purchase, acquisition,

sale at wholesale or retail and other disposition for its own account as principal or in

representative capacity as manufacturer representative, merchandise broker, indentor,

commission merchant, factors or agents, upon consignment of all kinds of goods, wares,

merchandise or products whether natural or artificial.

Largest Philipine IPO since 2016 is likely to gain in debut.

Shares in AllHome Corp.’s initial public offering, the biggest in the Philippines in three

years, stand a good chance of gaining when they start trading on Thursdays, according to

analysts and investors. That’s because the home improvement and furniture retailer priced its

IPO at the lower end. Also, with overseas demand exceeding the allocation limit for non-locals,

foreign investors could provide support for AllHome’s share price, they said. The lower IPO

price made AllHome’s valuation “attractive” while “there’s pent-up demand from foreigners,”

who didn’t get all the shares they wanted, said Noel Reyes, chief investment officer at Security

Bank Corp.

AllHome is the nation’s biggest IPO since Pilipinas Shell Petroleum Corp.’s $390 million

flotation in 2016. It’s the third company go to public this year in the country, while the nation

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awaits its biggest IPO from Metro Pacific Investments Corp.’s hospital unit. Axelum Resources

Corp., a coconut products producer that sold shares before.

AllHome, was priced at the lower end of its range and sank 6.2% when it began trading

on Oct. 7. Allhome’s IPO raised P12.94 billion ($250 million) from the sale of 1.125 billion

shares at P11.50 each — the low end of its indicative price, with the top end at P16 a share. The

amount doesn’t include an additional 168.75 million shares set aside as an over-allotment option.

At its IPO price, valuation is at 28 times estimated 2020 earnings, making AllHome comparable

with Wilcon Depot Inc., a retailer of hardware and home building materials, according to

Rachelle Cruz, an analyst at AP Securities Inc.

Issue Price…………………………….. P 11.50

LISTING DAY OCTOBER 10, 2019
October 10, 2019 Listing Day Opening Price………….P 11.62
October 11, 2019 Listing Day closing price………….. P 11.56
POST LISTING OCTOBER – JANUARY 2020
Post Listing days returns… October 16, 2019….P11.56
November 16, 2019…P11.48
December 16, 2019…P 11.48
January 13, 2020…..P 11.52

AllHome is going public after just six years in

the business and is already valued at P43 billion, he
said. The company’s offer shares represent 34.5 percent
of its issued and outstanding capital stock, which will
comprise a total of 3.75 billion shares after the maiden
offering and assuming full exercise of the over-
allotment option. AllHome’s IPO will run from
September 30 to October 4 this year.

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 The company will use proceeds from the IPO for capital expenditures and initial working

capital for store network expansion, debt repayment and general corporate purposes.

COMPANY PERFORMANCE

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STOCK PERFORMANCE

As shown in the data above the financial statements of AllHome is drastically

increasing over the years and I think that AllHome is something worth to invest it is not just all

hype as you can see in the graph above that the performance of the company is not that bad. The

company is steadily growing since 2016 which can be seen through their revenues, net income

and also their store growth from zero branches up to 22 branches in just a small amount of time

and according to its owner Mr. Villar they have no plans to stop its growth because it is not just

for the benefit of the company but also to our country’s economy. They have bigger plans which

can make it a much bigger and better company than today and I think through that vision

wherein growth and expansion is something in their mind it would be okay to invest in this

company to earn and gain profit.

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 Ref:
https://businessmirror.com.ph/2019/09/30/underwriter-allhome-ipo-three-times-oversubscribed/
1 - Year Return For The Abnormal Rate of
https://allhome.com.ph/about/
UITF YTD Return (%) Ranking
Aggregate Market Return
CHAPTER 3 & Investment Corporation
AB Capital
AB CAPITAL SHORT-TERM FUND 0.1458% 4.20% -4.0542% 49
AB CAPITAL BALANCED FUND 0.1501% 4.20% -4.0499% 46
AB CAPITAL EQUITY FUND -1.8124% 4.20% -6.0124% 116
Asia United Bank
Peso Money Market Fund 0.0526% 4.20% -4.1474% 56
Peso Investment Trust Fund 0.0866% 4.20% -4.1134% 55
Equity Investment Trust Fund -2.1942% 4.20% -6.3942% 123
ATRAM Trust Corporation
ATRAM Peso Money Market Fund 0.1590% 4.20% -4.0410% 44
ATRAM Global Bond Income Feeder Fund 0.3392% 4.20% -3.8608% 19
ATRAM Total Return Peso Bond Fund -0.2769% 4.20% -4.4769% 71
ATRAM Global Multi-Asset Income Feeder Fund (PHP Unit Class) 1.0562% 4.20% -3.1438% 15
ATRAM US Multi-Asset Income Feeder Fund (PHP Unit Class) 2.8306% 4.20% -1.3694% 4
ATRAM Asia Equity Opportunity Feeder Fund 1.4655% 4.20% -2.7345% 8
ATRAM Global Dividend Feeder Fund 1.3071% 4.20% -2.8929% 10
ATRAM Global Financials Feeder Fund 0.5515% 4.20% -3.6485% 16
ATRAM Global Technology Feeder Fund 5.8324% 4.20% 1.6324% 1
ATRAM Philippine Equity Smart Index Fund -2.9661% 4.20% -7.1661% 158
Bank of Commerce
DIVERSITY MONEY MARKET FUND -4.3266% 4.20% -8.5266% 164
DIVERSITY PESO BOND FUND -0.1032% 4.20% -4.3032% 63
DIVERSITY DIVIDEND FOCUSED FUND -0.9414% 4.20% -5.1414% 96
BDO Unibank, Inc.
BDO INSTITUTIONAL CASH RESERVE FUND 0.2139% 4.20% -3.9861% 20
BDO PERA SHORT TERM FUND 0.1505% 4.20% -4.0495% 45
BDO PESO MONEY MARKET FUND 0.1759% 4.20% -4.0241% 37
BDO SHORT TERM FUND 0.1866% 4.20% -4.0134% 30
BDO MERIT FUND INTERMEDIATE TERM PORTFOLIO -0.3984% 4.20% -4.5984% 76
BDO GS FUND -0.9561% 4.20% -5.1561% 97
BDO MERIT FUND MEDIUM TERM PORTFOLIO -0.6677% 4.20% -4.8677% 89
BDO PERA BOND INDEX FUND -0.6271% 4.20% -4.8271% 87
BDO PESO BOND FUND -0.7879% 4.20% -4.9879% 94
BDO PESO BALANCED FUND -2.2234% 4.20% -6.4234% 124
BDO EQUITY FUND -2.6461% 4.20% -6.8461% 145
BDO EQUITY INDEX FUND -2.5323% 4.20% -6.7323% 134
BDO ESG EQUITY FUND -2.5733% 4.20% -6.7733% 139
BDO FOCUSED EQUITY FUND -3.3368% 4.20% -7.5368% 163
BDO INSTITUTIONAL EQUITY FUND -2.8557% 4.20% -7.0557% 155
BDO PERA EQUITY INDEX FUND -2.4883% 4.20% -6.6883% 131
BDO SUSTAINABLE DIVIDEND FUND -3.0736% 4.20% -7.2736% 161
BPI Asset Management and Trust Corporation
BPI Money Market Fund 0.1734% 4.20% -4.0266% 39
BPI Short Term Fund 0.1822% 4.20% -4.0178% 34
BPI Premium Bond Fund -0.1724% 4.20% -4.3724% 66
Odyssey Peso Medium Term Bond Fund -0.6883% 4.20% -4.8883% 90
ABF Philippines Bond Index Fund -1.2128% 4.20% -5.4128% 102
BPI Fixed Income Portfolio Fund-of-Funds -1.1385% 4.20% -5.3385% 100
Odyssey Peso Bond Fund -0.4014% 4.20% -4.6014% 77
Odyssey Tax-Exempt Peso Fixed Income Fund ----
BPI Balanced Fund -1.3140% 4.20% -5.5140% 105
BPI Bayanihan Balanced Fund -0.4285% 4.20% -4.6285% 79
Odyssey Diversified Balanced Fund -1.3745% 4.20% -5.5745% 108
Odyssey Diversified Capital Fund -0.9967% 4.20% -5.1967% 99
BPI Catholic Values Global Equity Feeder Fund 2.2934% 4.20% -1.9066% 5
BPI Equity Value Fund -2.5641% 4.20% -6.7641% 137
BPI Invest US Equity Index Feeder Fund Class P (PHP Class) 3.3139% 4.20% -0.8861% 3
BPI Philippine Consumer Equity Index Fund -1.4444% 4.20% -5.6444% 110
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BPI Philippine Equity Index Fund -2.6206% 4.20% -6.8206% 144
BPI Philippine High Dividend Equity Fund -2.5469% 4.20% -6.7469% 135
BPI Philippine Infrastructure Equity Index Fund 0.3730% 4.20% -3.8270% 18
Odyssey High Conviction Equity Fund -2.8595% 4.20% -7.0595% 156
Odyssey Philippine Equity Fund -2.4329% 4.20% -6.6329% 127
 China Banking Corporation
CHINA BANK CASH FUND (formerly CBC INSTITUTIONAL MMF) 0.2076% 4.20% -3.9924% 22
CHINA BANK MONEY MARKET FUND 0.1976% 4.20% -4.0024% 25
CHINA BANK SHORT-TERM FUND 0.1179% 4.20% -4.0821% 52
CHINA BANK INTERMEDIATE FIXED-INCOME FUND -0.3836% 4.20% -4.5836% 75
CHINA BANK FIXED INCOME FUND (formerly CBC GS FUND) -0.3431% 4.20% -4.5431% 73
CHINA BANK BALANCED FUND -1.6961% 4.20% -5.8961% 112
CHINA BANK EQUITY FUND -2.4848% 4.20% -6.6848% 130
CHINA BANK HIGH DIVIDEND EQUITY FUND -2.7080% 4.20% -6.9080% 149
CTBC Bank (Philippines) Corp.
CTBC Money Market Fund 0.1330% 4.20% -4.0670% 51
CTBC Bank - ATRAM Philippine Balanced Feeder Fund -1.9831% 4.20% -6.1831% 121
CTBC Bank - Sun Life Philippine Stock Index Feeder Fund -1.3139% 4.20% -5.5139% 104
Development Bank of the Philippines
CLASS I - UNLAD PANIMULA MM FUND 0.1772% 4.20% -4.0228% 36
CLASS II - UNLAD PANIMULA MM FUND 0.1700% 4.20% -4.0300% 41
CLASS III - UNLAD PANIMULA MM FUND 0.1675% 4.20% -4.0325% 43
UNLAD KAWANI MONEY MARKET FUND 0.1694% 4.20% -4.0306% 42
EastWest Banking Corporation
East West Peso Short Term Fund 0.0111% 4.20% -4.1889% 58
EastWest Peso Money Market Fund 0.1792% 4.20% -4.0208% 35
EastWest Peso Intermediate Term Bond Fund -0.6917% 4.20% -4.8917% 91
EastWest Peso Long Term Bond Fund -0.5447% 4.20% -4.7447% 83
EastWest PhilEquity Feeder Fund -2.7004% 4.20% -6.9004% 148
EastWest PhilEquity Institutional Feeder Fund ----
EastWest PSEI Tracker Fund -2.5941% 4.20% -6.7941% 142
LandBank of the Philippines
LANDBANK Money Market Fund 0.1855% 4.20% -4.0145% 31
LANDBANK Money Market Plus Fund 0.5157% 4.20% -3.6843% 17
LANDBANK Bond Fund -0.5877% 4.20% -4.7877% 85
LANDBANK Growth Fund -1.7938% 4.20% -5.9938% 115
LANDBANK Equity Index Fund -2.9550% 4.20% -7.1550% 157
Manulife Asset Management and Trust Corporation (MAMTC)
Manulife Stable Income Fund (Class A) -0.4234% 4.20% -4.6234% 78
Manulife Stable Income Fund (Class I) -0.3383% 4.20% -4.5383% 72
Manulife Asia Dynamic Bond Feeder Fund (PHP Unhedged Class A) 1.9379% 4.20% -2.2621% 6
Manulife Income Builder Fund (Class A) -1.2398% 4.20% -5.4398% 103
Manulife Income Builder Fund (Class I) -1.1448% 4.20% -5.3448% 101
Manulife Global Preferred Income Feeder Fund (PHP Unhedged Class A) 1.1206% 4.20% -3.0794% 14
Manulife Global Preferred Income Feeder Fund (PHP Unhedged Class I) 1.1839% 4.20% -3.0161% 13
Manulife American Growth Equity Feeder Fund (Php Unhedged Class A) 3.5715% 4.20% -0.6285% 2
Manulife Asia Best Select Equity Fund (PHP Unhedged Class A) 1.8082% 4.20% -2.3918% 7
Manulife Asia Pacific REIT Fund of Funds (PHP Unhedged Class A) 1.2910% 4.20% -2.9090% 11
Manulife Asia Pacific REIT Fund of Funds (PHP Unhedged Class I) 1.2759% 4.20% -2.9241% 12
Manulife Dragon Growth Equity Feeder Fund (PHP Unhedged Class A) 1.4433% 4.20% -2.7567% 9
Manulife Equity Wealth Fund (Class A) -2.7650% 4.20% -6.9650% 151
Manulife Equity Wealth Fund (Class I) -2.6517% 4.20% -6.8517% 146
Maybank Philippines Inc.
Maybank Tiger Peso Money Market Feeder Fund 0.1994% 4.20% -4.0006% 23
Maybank Tiger Peso Bond Feeder Fund -0.6559% 4.20% -4.8559% 88
Metropolitan Bank & Trust Co.
Metro Money Market Fund 0.1737% 4.20% -4.0263% 38
Metro Short Term Fund 0.1332% 4.20% -4.0668% 50
Metro Max-3 Bond Fund -0.5603% 4.20% -4.7603% 84
Metro Aspire Bond Feeder Fund -0.7252% 4.20% -4.9252% 92
Metro Corporate Bond Fund -0.4941% 4.20% -4.6941% 82
Metro Max-5 Bond Fund -0.7664% 4.20% -4.9664% 93
Metro Unit Paying Fund -0.2419% 4.20% -4.4419% 68
Metro Aspire Balanced Feeder Fund -1.3702% 4.20% -5.5702% 107
Metro Balanced Fund -1.4137% 4.20% -5.6137% 109
Metro Aspire Equity Feeder Fund -2.5663% 4.20% -6.7663% 138
Metro Equity Fund -2.5891% 4.20% -6.7891% 141
Metro High Dividend Yield Fund -1.9080% 4.20% -6.1080% 119
Metro Philippine Equity Index Tracker Fund -2.5573% 4.20% -6.7573% 136
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 Philippine Bank of Communications
Philippine Bank of Communications - SIGNATURE TRUST FUND -0.1182% 4.20% -4.3182% 64
Philippine Bank of Communications - BEST BALANCED FUND -1.3328% 4.20% -5.5328% 106
Philippine Bank of Communications - VALUE EQUITY FUND -2.4516% 4.20% -6.6516% 128
Philippine Business Bank
Philippine Business Bank - Diamond Fund -0.2661% 4.20% -4.4661% 70
Philippine National Bank
PNB DREAM BUILDER MONEY MARKET FUND 0.1953% 4.20% -4.0047% 27
PNB GLOBAL FILIPINO PESO MONEY MARKET FUND 0.1839% 4.20% -4.0161% 32
PNB INSTITUTIONAL MONEY MARKET FUND 0.2094% 4.20% -3.9906% 21
PNB PESO FIXED INCOME FUND 0.0332% 4.20% -4.1668% 57
PNB PRIME PESO MONEY MARKET FUND 0.1839% 4.20% -4.0161% 32
PNB PESO INTERMEDIATE TERM BOND FUND (formerly AUP GS FUND) -0.2560% 4.20% -4.4560% 69
PNB BALANCED FUND (formerly PNB PRESTIGE BALANCED FUND) -1.8624% 4.20% -6.0624% 118
PNB EQUITY FUND (formerly AUP EQUITIES FUND) -2.4662% 4.20% -6.6662% 129
PNB HIGH DIVIDEND FUND -2.2993% 4.20% -6.4993% 125
PNB PHIL-INDEX TRACKER FUND(formerly PNB ENHANCED PHIL-INDEX REFERENCE FUND) -2.5193% 4.20% -6.7193% 133
Philippine Savings Bank
PSBANK MONEY MARKET FUND 0.1713% 4.20% -4.0287% 40
Pru Life UK Investments
PRUInvest PHP Liquid Fund 0.1993% 4.20% -4.0007% 24
Rizal Commercial Banking Corporation
RCBC PESO SHORT TERM FUND 0.1877% 4.20% -4.0123% 28
RIZAL PESO CASH MANAGEMENT FUND 0.1965% 4.20% -4.0035% 26
RIZAL PESO MONEY MARKET 0.0054% 4.20% -4.1946% 59
RIZAL PESO BOND FUND -0.4793% 4.20% -4.6793% 80
RIZAL BALANCED FUND -1.4988% 4.20% -5.6988% 111
RCBC R25 BLUE-CHIP EQUITY FUND -2.5783% 4.20% -6.7783% 140
RCBC R25 DIVIDEND EQUITY FUND -2.0792% 4.20% -6.2792% 122
RIZAL EQUITY FUND -2.8302% 4.20% -7.0302% 153
Robinsons Bank
RBank Peso Money Market Fund 0.1124% 4.20% -4.0876% 53
RBank Balanced Fund -1.7327% 4.20% -5.9327% 113
RBank Tax-Exempt Retirement Fund (A Balanced UITF) -0.0538% 4.20% -4.2538% 61
Security Bank Corporation
SB PESO MONEY MARKET FUND 0.1462% 4.20% -4.0538% 48
SB PESO BOND FUND -0.8211% 4.20% -5.0211% 95
SB PESO ASSET VARIETY FUND -1.8315% 4.20% -6.0315% 117
SB HIGH DIVIDEND PESO EQUITY FUND -2.8509% 4.20% -7.0509% 154
SB PESO EQUITY FUND -3.0829% 4.20% -7.2829% 162
SB PHILIPPINE EQUITY INDEX FUND -2.6156% 4.20% -6.8156% 143
Sterling Bank of Asia
Sterling Money Market Fund 0.1122% 4.20% -4.0878% 54
Sterling Balanced Fund -0.9853% 4.20% -5.1853% 98
Sterling Bank Philequity Feeder Fund -2.7470% 4.20% -6.9470% 150
Union Bank
UnionBank Peso Short Term Fixed Income Portfolio -0.1927% 4.20% -4.3927% 67
UnionBank High Net Worth Intermediate-Term Peso Fixed Income Portfolio -0.3472% 4.20% -4.5472% 74
UnionBank Infinity Prime Portfolio 0.1493% 4.20% -4.0507% 47
UnionBank Intermediate Term Fixed Income Portfolio -0.1244% 4.20% -4.3244% 65
UnionBank High Net Worth Medium-Term Peso Fixed Income Portfolio ----
UnionBank Long Term Fixed Income Portfolio -0.4838% 4.20% -4.6838% 81
UnionBank Philippine Peso Fixed Income Portfolio -0.0406% 4.20% -4.2406% 60
UnionBank Tax Exempt Portfolio -0.6027% 4.20% -4.8027% 86
PHP UnionBank Capital Accumulation Global Fund of Funds Portfolio ----
UnionBank Peso Balanced Portfolio -1.7745% 4.20% -5.9745% 114
UnionBank Dividend Play Equity Portfolio -2.6597% 4.20% -6.8597% 147
UnionBank Large Capitalization Philippine Equity Portfolio -2.8011% 4.20% -7.0011% 152
UnionBank Philippine Equity Index Portfolio -2.4973% 4.20% -6.6973% 132
United Coconut Planters Bank
UCPB Cash Management Fund (Formerly United Cash Management Fund) 0.1873% 4.20% -4.0127% 29
UCPB Peso Bond Fund (Formerly United Conservative Fund) -0.0543% 4.20% -4.2543% 62
UCPB Balanced Fund (Formerly United Balanced Fund) -1.9300% 4.20% -6.1300% 120
UCPB Equity Fund (Formerly United Equity Fund) -3.0263% 4.20% -7.2263% 159
UCPB High Dividend Fund -3.0315% 4.20% -7.2315% 160
UCPB Philippine Index Equity Fund -2.4253% 4.20% -6.6253% 8 126
 1 - Year Return For The Abnormal Rate
Mutual Funds YTD Return (%) Ranking
Aggregate Market of Return
ALFM Mutual Funds
ALFM Dollar Bond Fund, Inc. -a 0.32% 4.20% -3.88% 14
ALFM Euro Bond Fund, Inc. -a 0.08% 4.20% -4.12% 22
ALFM Global Multi-Asset Income Fund Inc. -b,d,4 1.01% 4.20% -3.19% 5
ALFM Growth Fund, Inc. -a -2.24% 4.20% -6.44% 41
ALFM Money Market Fund, Inc. -a 0.25% 4.20% -3.95% 15
ALFM Peso Bond Fund, Inc. -a 0.11% 4.20% -4.09% 21
ATR Asset Management, Inc.
ATRAM Alpha Opportunity Fund, Inc. -a -4.11% 4.20% -8.31% 63
ATRAM AsiaPlus Equity Fund, Inc. -b 0.96% 4.20% -3.24% 6
ATRAM Corporate Bond Fund, Inc. -a 0.14% 4.20% -4.06% 19
ATRAM Dynamic Allocation Fund, Inc. -a -1.82% 4.20% -6.02% 38
ATRAM Philippine Balanced Fund, Inc. -a -2.61% 4.20% -6.81% 49
ATRAM Philippine Equity Opportunity Fund, Inc. -a -6.15% 4.20% -10.35% 65
ATRAM Total Return Dollar Bond Fund, Inc. -b 0.20% 4.20% -4.00% 16
Climbs Share Capital Equity Investment Fund Corp.
Climbs Share Capital Equity Investment Fund Corp. -a -3.96% 4.20% -8.16% 62
Cocolife
Cocolife Dollar Fund Builder, Inc. -a 0.42% 4.20% -3.78% 10
Cocolife Fixed Income Fund, Inc. -a 0.19% 4.20% -4.01% 18
Ekklesia Mutual Fund Incorporated
Ekklesia Mutual Fund Inc. -a -0.09% 4.20% -4.29% 24
First Metro Asset Management Inc
First Metro Consumer Fund on MSCI Phils. IMI, Inc. -a -2.57% 4.20% -6.77% 48
First Metro Phil. Equity Exchange Traded Fund, Inc. -a,c -2.61% 4.20% -6.81% 49
First Metro Save and Learn Balanced Fund Inc. -a -1.76% 4.20% -5.96% 36
First Metro Save and Learn Dollar Bond Fund, Inc. -a 0.39% 4.20% -3.81% 11
First Metro Save and Learn Equity Fund,Inc. -a -2.64% 4.20% -6.84% 55
First Metro Save and Learn F.O.C.C.U.S. Dynamic Fund, Inc. -a,5 -1.27% 4.20% -5.47% 34
First Metro Save and Learn Fixed Income Fund,Inc. -a -0.34% 4.20% -4.54% 26
First Metro Save and Learn Money Market Fund, Inc. -a,3 0.34% 4.20% -3.86% 13
First Metro Save and Learn Philippine Index Fund, Inc. -a,6 -2.78% 4.20% -6.98% 58
Grepalife Bond Fund, Corporation
Grepalife Balanced Fund Corporation -a
Grepalife Dollar Bond Fund Corp. -a
Grepalife Fixed Income Fund Corp. -a
MBG Equity Investment Fund, Inc 4.20% -4.20% 23
MBG Equity Investment Fund, Inc. -a -1.40% 4.20% -5.60% 35
NCM Mutual Fund Of The Phils. Inc.
NCM Mutual Fund of the Phils., Inc. -a -1.00% 4.20% -5.20% 32

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 PAMI - Philam Asset Management, Inc
PAMI Asia Balanced Fund, Inc. -a 0.86% 4.20% -3.34% 7
PAMI Equity Index Fund, Inc. -a -2.65% 4.20% -6.85% 56
PAMI Global Bond Fund, Inc -a 0.58% 4.20% -3.62% 9
PAMI Horizon Fund, Inc. -a -1.82% 4.20% -6.02% 38
Philam Bond Fund, Inc. -a -0.59% 4.20% -4.79% 28
Philam Dollar Bond Fund, Inc. -a 0.69% 4.20% -3.51% 8
Philam Fund, Inc. -a -1.80% 4.20% -6.00% 37
Philam Managed Income Fund, Inc. -a -0.52% 4.20% -4.72% 27
Philam Strategic Growth Fund, Inc. -a -2.62% 4.20% -6.82% 52
Philequity Management, Inc.
Philequity Alpha One Fund, Inc. -a,d,8 -2.51% 4.20% -6.71% 47
Philequity Dividend Yield Fund, Inc. -a -2.38% 4.20% -6.58% 46
Philequity Dollar Income Fund Inc. -a 0.37% 4.20% -3.83% 12
Philequity Fund, Inc. -a -2.67% 4.20% -6.87% 57
Philequity MSCI Philippine Index Fund, Inc. -a,1 -2.36% 4.20% -6.56% 44
Philequity Peso Bond Fund, Inc. -a -0.75% 4.20% -4.95% 30
Philequity PSE Index Fund Inc. -a -2.63% 4.20% -6.83% 53
Philippine Stock Index Fund Corp. -a -2.63% 4.20% -6.83% 53
Soldivo Funds
Soldivo Bond Fund, Inc. -a -0.26% 4.20% -4.46% 25
Soldivo Strategic Growth Fund, Inc. -a -5.84% 4.20% -10.04% 64
Bahay Pari Solidaritas Fund, Incorporated
Solidaritas Fund, Inc. -a -1.04% 4.20% -5.24% 33
Sunlife mutual fund
Sun Life of Canada Prosperity Balanced Fund, Inc. -a -2.37% 4.20% -6.57% 45
Sun Life of Canada Prosperity Bond Fund, Inc. -a -0.65% 4.20% -4.85% 29
Sun Life Prosperity Achiever Fund 2028, Inc. -a,d,2 -1.97% 4.20% -6.17% 40
Sun Life Prosperity Achiever Fund 2038, Inc. -a,d,2 -2.28% 4.20% -6.48% 42
Sun Life Prosperity Achiever Fund 2048, Inc. -a,d,2 -2.33% 4.20% -6.53% 43
Sun Life Prosperity Dollar Abundance Fund, Inc. -a 1.30% 4.20% -2.90% 3
Sun Life Prosperity Dollar Advantage Fund, Inc. -a 2.13% 4.20% -2.07% 2
Sun Life Prosperity Dollar Starter Fund, Inc. -a 0.12% 4.20% -4.08% 20
Sun Life Prosperity Dollar Wellspring Fund, Inc. -a,7 1.29% 4.20% -2.91% 4
Sun Life Prosperity Dynamic Fund, Inc. -a -2.90% 4.20% -7.10% 60
Sun Life Prosperity GS Fund, Inc. -a -0.95% 4.20% -5.15% 31
Sun Life Prosperity Money Market Fund, Inc. -a 0.20% 4.20% -4.00% 16
Sun Life Prosperity Philippine Equity Fund, Inc. -a -3.62% 4.20% -7.82% 61
Sun Life Prosperity Philippine Stock Index Fund, Inc. -a -2.61% 4.20% -6.81% 49
Sun Life Prosperity World Voyager Fund, Inc. -a 2.95% 4.20% -1.25% 1
United Fund, Inc.
United Fund, Inc. -a -2.84% 4.20% -7.04% 59

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 If you want to start investing, the best way to start is to have sufficient knowledge on how

and what to invest, you to have the basics and also learn how to research your market for this

will become the basis on what to invest in. in this table you can see a wide variety of companies

in which some can give you profit and some may also give you losses and that is why when you

research, you should know how to interpret those numbers to become relevant information on

how will you invest your money properly. If you want to invest in UITF or Unit Investment

Trust Fund, my recommendation is to invest on ATRAM Global Technology Feeder Fund since

it has the highest rate of return of 1.6324% among the other companies while if you want to

embark on the Mutual Funds, my recommendation is Sun Life Prosperity World Voyager Fund

which has a rate of return of -1.25% which is the highest among the companies.

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