Compare investment funds
The fund comparison tool helps you compare investment funds side by side using key data points in one place. This investment comparison tool makes it easier to review fund characteristics and conduct basic fund performance analysis without navigating multiple pages. Use it to support clearer, more informed fund comparison decisions based on your investment preferences.
How to use this fund comparison tool
Use the tool to compare investment funds in just a few simple steps. Select the funds you want to review, then view key details side by side to support quick and clear fund comparison. You can use the information shown to better understand fund features and performance before making investment decisions.
Key factors to consider when comparing investment funds
When using a fund comparison tool, reviewing the right factors can help you make more informed investment decisions.
Fund performance: Review historical performance over different time periods to understand how the fund has performed under varying market conditions.
Risk level: Consider the fund’s risk profile and how much volatility you are comfortable with as an investor.
Suitability: Assess whether the fund fits your investment preferences, experience level, and ability to tolerate risk.
Comparing these factors side by side can help clarify differences between funds and support more confident investment choices.
Why compare funds before investing
Comparing funds before investing helps you better understand how different investment options align with your goals and risk tolerance. Reviewing both performance and risk side by side allows for more informed and deliberate investment decisions.
Evaluate performance trends: Comparing historical performance helps you see how funds have performed across different market conditions.
Understand risk exposure: Reviewing risk levels highlights how much volatility you may experience with each fund.
Make informed trade-offs: Side-by-side comparison makes it easier to balance potential returns against associated risks.
Improve investment confidence: A structured fund comparison reduces uncertainty and supports clearer decision-making.
Using a fund comparison tool can simplify this process by presenting relevant information in one place before you invest.
Frequently asked questions
Fund data is updated based on the latest information published by Manulife Investment Management Philippines. Update frequency may vary by data type, and investors are encouraged to refer to individual fund pages for the most current details.
You can access more detailed information by selecting a fund in the comparison tool and visiting its dedicated fund page, where official documents such as the prospectus and fact sheet are available.
Yes, the fund comparison tool allows you to compare funds that may be denominated in different currencies. Currency differences should be considered when reviewing performance and other fund metrics.
The risk profile and volatility class indicate the level of risk and potential price fluctuations associated with a fund, based on its historical performance and investment characteristics.
Performance refers to how a fund has performed over a specific period, based on historical returns. It helps investors understand past results, which may be useful when comparing funds, but does not guarantee future performance.
Consistent with forward pricing, the NAVPU indicated is computed at the end of day and posted in the website the following business day.
Calculation of performance is based on the change in net asset value per unit (NAVPu) in the “Denominated currency” for the stated period, exclusive of income payout. These figures show by how much the share class NAVpu increased or decreased in value during the stated period. Where a specific share class has insufficient data for the calculation period (i.e. in cases where the fund has not been launched at the start of the calculation period selected), incomplete or no past performance will be shown for that share class.