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Manila Bulletin devider Business devider ATRAM solidifies market grip with 'exceptional' 2024 fund performance

ATRAM solidifies market grip with 'exceptional' 2024 fund performance

Published Feb 20, 2025 06:46 am

ATRAM, an independent asset and wealth management firm, reported strong returns across its unit investment trust funds (UITFs) and mutual funds (MFs) for last year, particularly in feeder funds.

In a statement, Alessandra Araullo, ATRAM chief investment officer, said the firm achieved double-digit returns in several funds, demonstrating its ability to navigate a dynamic economic environment.

According to Araullo, ATRAM’s focus on feeder funds has resulted in a 48 percent market share in the Philippines.

ATRAM pioneered feeder funds in the country, launching the first complete range of these products, giving Filipino investors access to globally managed portfolios.

As of December 2024, ATRAM manages ₱363 billion in assets.

The top-performing UITFs for 2024 include the ATRAM Global Financials Feeder Fund (PHP Class) with a 34.46 percent return, the ATRAM US Multi-Asset Feeder Fund (PHP Class) with 14.33 percent, and the ATRAM US Equity Opportunity Feeder Fund with 25.67 percent.

Among its MFs, the ATRAM Alpha Opportunity Fund, Inc. led with a 23.24 percent return.

“Our long-standing commitment to fund management and access to diverse financial markets enable us to deliver superior investment performance,” Araullo said.

She added that their disciplined investment and fund selection process, combined with in-house research and understanding of client needs, ensures the best investment solutions.

Notably, the ATRAM Philippine Sustainable Development and Growth Fund generated a 17.61 percent return, outperforming the Philippine Stock Exchange Index (PSEi), which posted a 1.22 percent return.

The fund invests in local companies integrating sustainability factors based on the UN Sustainable Development Goals. ATRAM’s leadership in sustainable investing has been recognized by The Asset Triple A Sustainable Investing Awards.

Looking ahead to 2025, Araullo noted that they anticipate a dynamic economic environment with both opportunities and challenges.

While disinflation is expected, she said potential threats to external demand could slow economic growth.

ATRAM forecasts a stronger Philippine peso by mid-2025 and a steeper yield curve as monetary policy eases.

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Alessandra Araullo ATRAM chief investment officer ATRAM TRUST ATRAM Group
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