The Chartered Financial Analyst (CFA) Society Philippines once again recognized TAMG’s SB PESO BOND FUND as the Best Managed Fund for the long-term Peso Bond Fund Category. This was announced during the CFA Society Philippines’ 2022 Best Managed Fund Awards.
The focus of the awards was to review the performance and consistency of funds based on each financial institution’s submission of investment information and fact sheets. The SB Peso Bond Fund was acknowledged for being able to deliver the highest risk-adjusted returns compared to other funds (both UITFs and Mutual Funds) in the same long-term Peso Bond Fund category.
The goal of the CFA Institute and the CFA Society of the Philippines in giving the fund of the year awards is to put investors first. We put investors first by awarding funds that provided the best risk-based returns on a consistent basis over a five (5)-year period. This performance and consistency are important for investors who put their hard-earned money in the hands of their fund managers for their future.” Dr. Robert B. Ramos, CFA, CIPM, CAIA, President and Chairman of CFA Society Philippines said.
The CFA Society Philippines is an association of local investment professionals, consisting of Portfolio and Fund Managers, Security Analysts, Investment Advisers, and other financial practitioners that has served CFA charter holders and CFA Program candidates locally since 1997. CFA Society Philippines annually give awards in eight categories, both in peso-denominated and dollar-denominated funds. Only the funds accessible to the public or retail investors are considered for this CFA’s annual award of Best Managed Funds.
“Receiving this back-to-back recognition from the CFA Society Philippines is a testament to our BetterBanking commitment to provide our customers with the best-in-class investment products and exemplary customer service, as well as help them achieve their financial goals that are aligned with the Bank’s overall goal to become the most customer-centric bank in the country. This recognition inspires us to continue to give our clients better than benchmark returns through active yet prudent management of funds entrusted to us.” says Dino Aquino, the Fund Manager of the SB Peso Bond fund, and Vice President and Head of Fixed Income Securities of Security Bank’s Trust and Asset Management Group.