UNIT INVESTMENT TRUST FUND

Unit Investment Trust Funds - Net Asset Values per unit (UITF NAVpus) as of Jun 11, 2026

Equity Index Tracker Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI PHILIPPINE CONSUMER EQUITY INDEX FUND 55.81 -23.3905 -10.9888
BPI PHILIPPINE EQUITY INDEX FUND 87.73 -5.3512 -0.5329
BPI PHILIPPINE INFRASTRUCTURE EQUITY INDEX FUND 241.95 49.6845 30.1436

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL BOND INCOME FUND CLASS P (PHP CLASS) 110.66
* as of Jun 10, 2026
---- 1.0778

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI CATHOLIC VALUES GLOBAL EQUITY FEEDER FUND 270.57
* as of Jun 10, 2026
36.1016 13.4703
BPI US EQUITY INDEX FEEDER FUND CLASS P (PHIL PESO CLASS) 281.20
* as of Jun 10, 2026
31.1445 9.5442
BPI WORLD TECHNOLOGY FEEDER FUND CLASS P (PHP CLASS) 93.27
* as of Jun 10, 2026
---- ----

Fund of Funds - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL EQUITY FUND-OF-FUNDS CLASS P (PHP CLASS) 96.49
* as of Jun 10, 2026
---- ----

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI MONEY MARKET FUND 308.84 3.5959 1.3720
BPI SHORT TERM FUND 182.42 3.6831 1.5306

Fixed Income Fund - Intermediate Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI PREMIUM BOND FUND 215.82 0.4842 -1.8197

Fixed Income Fund - Medium Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
ODYSSEY PESO MEDIUM TERM BOND FUND 160.26
* as of Oct 23, 2025
3.7282 4.2206

Fixed Income Fund - Long Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
ABF PHILIPPINES BOND INDEX FUND 277.56
* as of Jun 10, 2026
-0.9104 -4.1938
ODYSSEY PESO BOND FUND 336.24 -1.1321 -3.9890

Multi-Asset Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI BALANCED FUND 175.90 -1.1076 -0.4246
BPI BAYANIHAN BALANCED FUND 129.30 2.5783 0.1161
ODYSSEY DIVERSIFIED BALANCED FUND 206.00
* as of Dec 3, 2025
-2.1424 -0.2904
ODYSSEY DIVERSIFIED CAPITAL FUND 193.44 -3.9237 -4.2945

Equity Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI EQUITY VALUE FUND 141.96 -7.3187 -3.9383
BPI PHILIPPINE HIGH DIVIDEND EQUITY FUND 152.06 4.9848 2.3973
ODYSSEY PHILIPPINE EQUITY FUND 394.15
* as of Dec 3, 2025
-8.1578 -4.9072
ODYSSEY PHILIPPINE HIGH CONVICTION EQUITY FUND 107.64 -9.3939 -4.0300

Fund of Funds - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL BOND FUND-OF-FUNDS 195.97
* as of Jun 10, 2026
6.0903 -0.2189
BPI SUSTAINABLE GLOBAL BOND FUND-OF-FUNDS 113.31
* as of Jun 10, 2026
7.9863 0.4165

Fund of Funds - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL EQUITY FUND-OF-FUNDS CLASS A (USD CLASS) 709.17
* as of Jun 10, 2026
19.8388 7.8914
BPI SUSTAINABLE GLOBAL EQUITY FUND-OF-FUNDS 137.98
* as of Jun 10, 2026
13.8731 10.8451

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI EUROPEAN EQUITY FEEDER FUND 242.16
* as of Jun 10, 2026
7.9241 -0.9449
BPI GLOBAL HEALTH CARE FEEDER FUND 101.41
* as of Jun 10, 2026
19.2778 -2.2648
BPI US EQUITY INDEX FEEDER FUND CLASS A (USD CLASS) 383.02
* as of Jun 10, 2026
19.2651 4.9025
BPI WORLD TECHNOLOGY FEEDER FUND CLASS A (USD CLASS) 175.23
* as of Jun 10, 2026
49.2462 29.2543
ODYSSEY ASIA PACIFIC HIGH DIVIDEND EQUITY FEEDER FUND 20.21
* as of Jun 10, 2026
36.0027 15.5517

Fund of Funds - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI SUSTAINABLE GLOBAL BALANCED FUND-OF-FUNDS 126.50
* as of Jun 10, 2026
10.8871 5.8400

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL BOND INCOME FUND CLASS A (USD CLASS) 99.99
* as of Jun 10, 2026
---- -3.2136

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI US DOLLAR SHORT TERM FUND 359.45 3.2368 1.2507

Fixed Income Fund - Long Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI PHILIPPINE DOLLAR BOND INDEX FUND 257.67 3.8699 -1.0446
ODYSSEY PHILIPPINE DOLLAR BOND FUND 33.23 3.8113 -0.8652