Manila, Philippines. (February 13, 2025) – ATRAM, the leading digitally-powered independent asset and wealth management firm, continues to demonstrate its innovative spirit and commitment to superior investment performance. The firm announced exceptional results across its unit investment trust funds (UITFs) and mutual funds (MFs) for 2024, reinforcing its position as a market leader, particularly in the feeder fund space. With double-digit returns in several funds, ATRAM showcases its ability to thrive in a dynamic economic environment.
Top-Performing UITFs for 2024
Returns from December 27, 2023 to December 27, 2024*
| Fund Name | Currency | Category | Returns |
| ATRAM Global Financials Feeder Fund (PHP Class) | PHP | Thematic – Peso Equity | 34.46% |
| ATRAM US Multi-Asset Feeder Fund (PHP Class) | PHP | Peso Global Balanced Fund | 14.33% |
| ATRAM US Equity Opportunity Feeder Fund | USD | Dollar US Equity Fund | 25.67% |
| ATRAM Global Bond Income Feeder Fund | PHP | Peso Global / Asian Fixed Income Fund | 11.48% |
| ATRAM Global Consumer Trends Feeder Fund (PHP Class) | PHP | Thematic – Peso Equity | 31.72% |
| ATRAM Philippine Sustainable Development and Growth Fund (A Unit Class) | PHP | Equity – Local Sustainable Fund | 17.61% |
Top-Performing MFs for 2024
Returns from December 31, 2023 to December 31, 2024*
| Fund Name | Currency | Category | Returns |
| ATRAM Alpha Opportunity Fund, Inc. | PHP | Peso Equity Fund | 23.24% |
| ATRAM Corporate Bond Fund, Inc. | PHP | Peso Fixed Income Fund – Corporate Bond | 3.30% |
ATRAM’s strategic focus for the past years on feeder funds has resulted in an impressive 48% market share in the country, demonstrating its ability to anticipate market needs and provide innovative solutions. The firm pioneered feeder funds in the Philippines, launching the first complete range of these products. ATRAM’s top-performing feeder funds give Filipino investors access to globally managed portfolios through strategic partnerships with some of the world’s most respected asset managers, including BlackRock, Allianz, and J.P. Morgan. As of December 2024, the firm manages Php 363 billion in assets.
“Our long-standing commitment to fund management and access to diverse financial markets enable us to deliver superior investment performance,” Alessandra Araullo, ATRAM’s Chief Investment Officer, said. “Our disciplined investment and fund selection process, underpinned by in-house research capabilities and understanding of our clients’ distinctive needs, profiles, and financial goals, ensure that we offer the best investment solution and continuously adapt to changing market conditions, achieving the best possible outcomes for our investors.”
Investing in a Sustainable Future
Among ATRAM’s top-performing funds in 2024, the ATRAM Philippine Sustainable Development and Growth Fund continues to stand out. The Fund targets local companies that integrate sustainability factors based on the United Nations’ Sustainable Development Goals (SDGs) into their business models, driving both economic growth and positive social and environmental impact.
In 2024, the Fund generated a remarkable 17.61% return, far outperforming its benchmark, the Philippine Stock Exchange Index (PSEi), which posted a return of 1.22% during the same period. Its diversified holdings include key industries such as banking, telecommunications, energy, and real estate—sectors vital for long-term economic and sustainable development in the Philippines.
ATRAM’s leadership in sustainable investing has been consistently recognized by The Asset Triple A Sustainable Investing Awards, including Editor’s Triple Star (2021), Asset Management Company of the Year-Highly Commended (2022 & 2023) and Mandate of the Year (2024).
Market Outlook for 2025: Opportunities and Challenges Ahead
“Looking ahead, we anticipate a dynamic economic environment in 2025, with both opportunities and challenges shaping the investment landscape. While disinflation is expected to continue through the middle of the year, benefitting from lower rice prices and a more stable energy market, potential threats to external demand could still slow economic growth,” Araullo explained.
ATRAM forecasts a stronger Philippine peso by mid-2025 as interest rate cuts push foreign capital flows back to emerging markets. The firm also expects a steeper yield curve as monetary policy eases, inflation expectations rise, and bond supply increases, placing upward pressure on longer-term yields.
ATRAM remains committed to delivering robust investment solutions that drive financial success and medium- to long-term value. Discover how ATRAM’s top-performing funds can help you achieve your financial goals. Learn more at www.atram.com.ph.
*Past performance does not guarantee future results. All investments involve risk, including potential loss of principal. Our MFs are managed by ATR Asset Management, Inc., regulated by the Securities and Exchange Commission (SEC). For assistance, contact us at customercare_mutualfund@atram.com.ph or the SEC at +632-8818-5952; 5322-7696 loc. 114 | CGFD@sec.gov.ph. Our UITFs are managed by ATRAM Trust Corporation, regulated by the Bangko Sentral ng Pilipinas (BSP). For assistance, contact us at customercare_trust@atram.com.ph or the BSP at consumeraffairs@bsp.gov.ph.