AB Capital Asset Management

05/03/2026

We are thrilled to announce that for the third year in a row (2023, 2024, and 2025), AB Capital has been awarded as the Best Managed Multi-Asset Fund by the CFA Society. 🏆

The recognition was given to the AB Capital Balanced Fund for consistently staying ahead of the curve and delivering outstanding performance.

29/10/2025

We’re proud to welcome Mr. Alex Narciso as our new Independent Director, a familiar name in the insurance industry and a trusted leader in Philippine finance.

The boardroom of AB Capital and Investment Corp. has welcomed a familiar name from the insurance world: Alexander S. Narciso, former president of Sun Life of Canada (Philippines) Inc., whose appointment as independent director was just approved by the BSP.

20/08/2025

𝐀𝐁 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐁𝐚𝐥𝐚𝐧𝐜𝐞𝐝 𝐅𝐮𝐧𝐝: 𝐂𝐨𝐧𝐬𝐞𝐜𝐮𝐭𝐢𝐯𝐞 𝐘𝐞𝐚𝐫𝐬 𝐨𝐟 𝐃𝐢𝐬𝐭𝐢𝐧𝐜𝐭𝐢𝐨𝐧
● Adeptly managing across changing fixed-income and equity markets
● Awarded Best Managed Multi-Asset Fund by the CFA Society Philippines for 2 straight years
● Consistent top-ranking performance across YTD, 1-year, 3-year, and 5-year returns*
● Up 44.6% since 2020, versus 13.7% for the benchmark**
● ₱1M invested in 2020 → ₱1.45M today

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(*) per uitf.com.ph Performance Ranking
(**) as of July 31, 2025

20/08/2025

𝐀𝐁 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐄𝐪𝐮𝐢𝐭𝐲 𝐅𝐮𝐧𝐝: 𝐏𝐫𝐨𝐯𝐞𝐧 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞, 𝐘𝐞𝐚𝐫 𝐀𝐟𝐭𝐞𝐫 𝐘𝐞𝐚𝐫

● Consistently delivering strong returns even in a flat or declining local equity market.
● Maintained top-ranking performance across YTD, 1-year, 3-year, and 5-year returns*
● 60.1% return over 5 years, versus just 5.5% for the PSEi**
● ₱1M invested in 2020 → ₱1.6M today

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(*) per uitf.com.ph Performance Ranking
(**) as of July 31, 2025

20/03/2025

CFA Society Philippines has once again awarded AB Capital with the Best Managed Fund for 2025. The award was given for the outstanding performance of the AB Capital Balanced Fund for the past consecutive years. 🏆

13/01/2025

The top 10 Philippine investment funds managed by banks and financial companies outperformed the nation’s benchmark equities index by at least six times in 2024, with AB Capital Equity Fund delivering the highest return.

The P2.46 billion equity fund, overseen by AB Capital Asset Management’s Head of Equity Investment Management Luis Gregorio Francisco, posted a 22.47% return, the best among the top performers last year.

The top 10 Philippine investment funds managed by banks and financial companies outperformed the nation’s benchmark equities index by at least six times in 2024, with AB Capital Equity Fund delivering the highest return.

04/12/2024

08/11/2024

We are excited to announce that AB Capital has been honored with multiple prestigious awards by The Asset in Singapore🏆

1️⃣ Recognized as one of the Top Investment Houses for Philippine Peso Bonds

2️⃣ Congratulations to AB Capital’s Head of Fixed Income, Giovanni Carlo Ong II, for bagging the number 1 spot as The Asset’s Most Astute Investor in Philippine Peso Bonds for the Securities House/Brokerage category.

3️⃣ Congratulations to AB Capital’s Private Wealth Trader, Angelo Cerin, for being awarded as one of the Best in Trading in the Philippine Private Bank/Wealth Management sector.

Thank you to our clients and partners for your unwavering support. Together, we are making great strides in the financial landscape!

23/10/2024

The AB Capital Equity Fund has outperformed the PSEI by 17.5%. YTD, the fund has provided a return of 32.4% already.

10/09/2024

Another win for AB Capital this 2024!

We are thrilled to announce that AB Capital has, once again, been awarded as the Fastest Growing Fund Management Company in the Philippines!

With the stellar performances of both Equity-laced funds, AB Capital has now grown its AUM to over P61.5B as of the end of July 2024.

YOY Return as of Sept 9, 2024:
Equity Fund - 27.12%
Balanced Fund - 18.10%

13/06/2024

🏆 We are delighted to announce that AB Capital has been awarded as the Best Fund Management Company in the Philippines for 2024! 🇵🇭 This prestigious recognition is a testament to our commitment to excellence and dedication to helping our clients achieve their financial goals. Thank you to our amazing team and valued clients for your continued support!