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Cocolife Asset Management Company, Inc. (CAMCI) is a wholly-owned subsidiary of Cocolife
CAMCI started operations in 2003 and is licensed to operate as the Investment Adviser and Principal Distributor of its three Mutual Funds namely United Fund, Inc., Cocolife Fixed Income Fund, Inc., and Cocolife Dollar Fund Builder, Inc.
CAMCI and the three Mutual Funds have received multiple recognitions and awards from both International and Local award-giving bodies, such as the Thomson Reuters Lipper Fund, the Philippine Investment Funds Association (PIFA), Global Business Outlook, International Finance, International Business Magazine, and The European Awards, for superior fund return performance and mutual fund management, over the years.
Our Vision
We are the most trusted asset management company that empowers every Filipino to achieve financial security and independence.
Our Mission
To prudently manage and invest the Filipino’s hard-earned money to maximize the fruits of their labor by providing sound financial advice and convenient access to investment funds.
Our History
In 1993, the United Fund Inc. (UFI) mutual fund was launched with United Coconut Planters Bank (UCPB) being the Investment Manager and Distributor. After two fruitful years, the Investment Company Association of the Philippines (ICAP), now known as the Philippine Investment Funds Association (PIFA), was organized by five-member funds, including the United Fund Inc.
Shortly after, the management of UFI was transferred to COCOLIFE (United Coconut Planters Life Assurance Corp.) following the Bangko Sentral ng Pilipinas (BSP) mandate to prohibit the sale of mutual funds in banks’ premises.
Fast forward to 2003, when the birth of CAMCI opened a venue for the distribution of financial investment services to the Filipino market. Cocolife Asset Management Company Inc. (CAMCI) was incorporated and was appointed as the Investment Manager and Principal Distributor of United Fund, Inc. The same year, Cocolife Fixed Income Fund, Inc. (CFIFI) was also launched.
Five years after the very successful launch of CFIFI, a new mutual fund specifically for dollar fund building was established, the Cocolife Dollar Fund Builder, Inc.
From 2011 to 2017, CAMCI’s total Asset Under Management (AUM) breached the 1-billion-peso mark, followed by accelerating AUM levels going within the 2-billion-peso range through the recent years. This led CAMCI and its mutual funds to simultaneously bag awards in 2019 and 2020.
CAMCI was awarded as the Best Asset Management Company (Philippines) by Global Business Outlook. CFIFI won international awards for Best Peso Fixed Income Fund (Philippines) through International Finance, International Business Magazine, and Global Business Outlook as well.
The World Business Outlook Awards 2023 awarded CAMCI the Leading Asset Management Company Philippines and Most Trusted Asset Management Company Philippines. CFIFI was also awarded the Best Peso Fixed Income Fund Philippines.
The 14th PIFA Annual Awards 2022 on the other hand, conferred CFIFI 1ST Place for the 1, 3, 5, and 10-year fund performance categories, CDFBI 3rd Place for the 1, 3, and 5-year fund performance categories, and 2nd Place for the 10-year performance, and UFI 3rd Place for the 5-year performance.
And as CAMCI celebrates its 20th founding anniversary while under the helm of President Robert V. Beltejar and Chairman Eduardo SL Oban Jr., management is determined to achieve the same and even more awards as it likewise aims to boost total assets and expand its client base by refining target markets, enhancing current distribution systems, and developing new investment products with new online and mobile payment services.
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8th Floor Cocolife Building, 6807 Ayala Avenue, Makati City 1226
