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Cocolife Asset Management Company Inc.

Our Story and History

Cocolife Asset Management Company, Inc. (CAMCI) is a wholly-owned subsidiary of Cocolife

We started operations in 2003 and are licensed to operate as an investment adviser and principal distributor of Mutual Funds including United Fund, Inc., Cocolife Fixed Income Fund, Inc., and Cocolife Dollar Fund Builder, Inc.

Our Funds have received recognition and awards from both International and Local award-giving bodies such as Thomson Reuters Lipper Fund and Philippine Investment Funds Association (PIFA) for our superior returns performance over the years.

Cocolife Asset Management Company, Inc. (CAMCI) is a wholly-owned subsidiary of Cocolife

We started operations in 2003 and are licensed to operate as an investment adviser and principal distributor of Mutual Funds including United Fund, Inc., Cocolife Fixed Income Fund, Inc., and Cocolife Dollar Fund Builder, Inc.

Our Funds have received recognition and awards from both International and Local award-giving bodies such as Thomson Reuters Lipper Fund and Philippine Investment Funds Association (PIFA) for our superior returns performance 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, Unified Fund Inc. (UFI) was launched with the United Coconut Planters Bank (UCPB) being the Investment Manager and Distributor. After 2 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.

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.

Our History

In 1993, Unified Fund Inc. (UFI) was launched with the United Coconut Planters Bank (UCPB) being the Investment Manager and Distributor. After 2 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.

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.

In between years, President Artemio A. Tanchoco, Jr. became the Chairman of the Investment Company Association of the Philippines (ICAP) until 2005 when the association hosted one of the country’s prestigious events related to investment ⁠— the 10th Asia Oceania Investment Funds Association (AIOFA) Regional Meeting in the Philippines.

After a very successful launch of CFIFI, five years moving forward, a new mutual fund specifically for dollar fund building was established and then called, Cocolife Dollar Fund Builder, Inc.

In between years, President Artemio A. Tanchoco, Jr. became the Chairman of the Investment Company Association of the Philippines (ICAP) until 2005 when the association hosted one of the country’s prestigious events related to investment ⁠— the 10th Asia Oceania Investment Funds Association (AIOFA) Regional Meeting in the Philippines.

After a very successful launch of CFIFI, five years moving forward, a new mutual fund specifically for dollar fund building was established and then called, Cocolife Dollar Fund Builder, Inc.

From 2011 to 2017, CAMCI’s total Asset Under Management (AUM) breached the 1 billion mark, followed by consecutively hitting the 2 billion mark through the years.

Then, CAMCI celebrated its 15th founding anniversary.

2019 and 2020 is the year for simultaneously bagging awards for the company. 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.

The company was also awarded as the Best Asset Management Company (Philippines) by Global Business Outlook. CFIFI has once again won an international award as the Best Peso Fixed Income Fund as awarded by International Finance and International Business Magazine.

  • 8th Floor Cocolife Building, 6807 Ayala Avenue, Makati City 1226

  • (+632) 88-101-888

  • (+632) 8-419-507

  • cocolifefunds@cocolife.com

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  • Our Story
    • Who We Are
    • Leadership and Team
    • Awards and Recognition
    • Milestones
    • Privacy Policy
  • Investors
    • Investor Tools
    • Forum and Events
    • Downloadable Forms
  • Our Funds
    • United Fund Inc. (UFI)
    • Cocolife Fixed Income Fund, Inc. (CFIFI)
    • Cocolife Dollar Fund Builder, Inc. (CDFBI)
  • Newsroom
    • Everything Financial
    • President’s Corner
  • Investor Login