UNIT INVESTMENT TRUST FUND

Unit Investment Trust Funds - Net Asset Values per unit (UITF NAVpus) as of Jan 22, 2026

Equity Index Tracker Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Philippine Equity Index Tracker Fund (A Unit Class) 1.187300 3.3064 5.6411
ATRAM Philippine Equity Index Tracker Fund (V Unit Class) 1.211400 4.2154 5.6976
ATRAM Philippine Equity Index Tracker Fund (Z Unit Class) 0.908900 4.3753 5.7106
ATRAM Philippine Equity Smart Index Fund (A Unit Class) 100.510906 1.7764 5.7541
ATRAM Philippine Equity Smart Index Fund (D Unit Class) 99.873510 ---- 5.7395
UnionBank PSE Index Tracker Fund 102.488333 3.1753 5.6914

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Bond Income Feeder Fund 98.656429
* as of Jan 21, 2026
4.2622 -0.2661

Fund of Funds - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM PHP Global Balanced Multi-Asset Fund-of-Funds (W Unit Class) 105.956053
* as of Jan 21, 2026
9.4513 1.8086
ATRAM PHP Global Growth Multi-Asset Fund-of-Funds (W Unit Class) 105.777246
* as of Jan 21, 2026
11.0010 2.3454
ATRAM PHP Global Managed Multi-Asset Fund-of-Funds (W Unit Class) 106.009224
* as of Jan 21, 2026
8.2193 1.2242
UnionBank Capital Accumulation Global Fund of Funds (PHP Unit Class) 128.701483
* as of Jan 21, 2026
8.6599 0.7232

Feeder Fund - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Asian Multi-Asset Income Feeder Fund 110.606539
* as of Jan 21, 2026
13.8717 3.5895
ATRAM Global Allocation Feeder Fund (A PHP Unit Class) 125.742556
* as of Jan 21, 2026
15.9885 1.3791
ATRAM Global Multi-Asset Income Feeder Fund (PHP Unit Class) 105.927714
* as of Jan 21, 2026
5.5202 1.5266
ATRAM US Multi-Asset Income Feeder Fund 136.861353
* as of Jan 21, 2026
5.7931 1.2654

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Asia Equity Opportunity Feeder Fund 167.837438
* as of Jan 21, 2026
34.0529 3.7986
ATRAM Global Consumer Trends Feeder Fund 203.815209
* as of Jan 21, 2026
17.4380 -1.0461
ATRAM Global Dividend Feeder Fund (PHP Unit Class) 220.629726
* as of Jan 21, 2026
17.5755 0.9992
ATRAM Global Equity Opportunity Fund (PHP Unit Class) 132.263475
* as of Jan 21, 2026
11.9874 4.2152
ATRAM Global Financials Feeder Fund 304.866756
* as of Jan 21, 2026
33.6226 -0.3703
ATRAM Global Health Care Feeder Fund 108.865978
* as of Jan 21, 2026
1.9343 0.7750
ATRAM Global Infra Equity Feeder Fund 122.991720
* as of Jan 21, 2026
13.0461 1.3936
ATRAM Global Technology Feeder Fund (A PHP Unit Class) 435.267356
* as of Jan 21, 2026
24.5300 2.5996
ATRAM Global Technology Feeder Fund (D PHP Unit Class) 103.630005
* as of Jan 21, 2026
---- 2.5939
ATRAM US Equity Opportunity Feeder Fund (PHP Unit Class) 112.731588
* as of Jan 21, 2026
---- -1.5005

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Liquid Fund (A Unit Class) 1.178000 4.1648 0.2809
ATRAM Peso Liquid Fund (V Unit Class) 1.152200 4.5269 0.3047
ATRAM Peso Money Market Fund (A Unit Class) 126.588623 3.6988 0.2174
ATRAM Peso Money Market Fund (D Unit Class) 101.488563 ---- 0.2442
ATRAM Peso Money Market Fund (Z Unit Class) 101.140813 ---- 0.2506
UnionBank Peso Cash Management Fund (M Unit Class) 105.796604 4.1240 0.2648
UnionBank PHP Short Term Fixed Income Fund 175.390695 3.8696 0.2882

Fixed Income Fund - Medium Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Medium Term Peso Bond Fund (A Unit Class) 145.355273 5.7413 0.4404
ATRAM Medium Term Peso Bond Fund (D Unit Class) 103.718741 ---- 0.4900
ATRAM Medium Term Peso Bond Fund (Z Unit Class) 106.896774 6.8156 0.5068

Fixed Income Fund - Long Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Long Term Peso Bond Fund (A Unit Class) 1.152400 6.3787 0.3833
ATRAM Long Term Peso Bond Fund (D Unit Class) 1.048900 ---- 0.4405
UnionBank PHP Fixed Income Fund 351.505862 4.8675 0.2096
UnionBank PHP Tax Exempt Fixed Income Fund 308.629374 7.0627 0.2808

Multi-Asset Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Diversified Income Fund 107.193302 1.9759 0.9793
ATRAM Philippine Balanced Fund (A Unit Class) 1.053400 2.3215 3.0623
UnionBank PHP Balanced Fund 147.523299 3.6566 3.0280

Equity Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Artificial Intelligence Feeder Fund (A Unit Class) 118.703448
* as of Jan 21, 2026
---- -0.4158
ATRAM Global Artificial Intelligence Feeder Fund (D Unit Class) 119.757159
* as of Jan 21, 2026
---- -0.3516
ATRAM Philippine Equity Leaders Fund (A Unit Class) 1.166700 2.2345 5.5551
ATRAM Philippine Equity Leaders Fund (D Unit Class) 1.062300 ---- 5.6594
ATRAM Philippine Sustainable Development and Growth Fund (A Unit Class) 123.620358 12.3428 6.5733
ATRAM Philippine Sustainable Development and Growth Fund (D Unit Class) 110.423838 ---- 6.6743
ATRAM Philippine Sustainable Development and Growth Fund (Y Unit Class) 132.074171 13.6748 6.6552
UnionBank PHP Equity Fund 514.810851 1.8410 4.8317

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Dividend Feeder Fund (USD Unit Class) 1.159740
* as of Jan 21, 2026
16.2564 0.1884
ATRAM Global Equity Opportunity Feeder Fund (USD Unit Class) 1.781647
* as of Jan 21, 2026
10.4989 3.3203
ATRAM Global Technology Feeder Fund (A USD Unit Class) 1.032940
* as of Jan 21, 2026
---- 1.8429
ATRAM US Equity Opportunity Feeder Fund (USD Unit Class) 2.945946
* as of Jan 21, 2026
1.8025 -2.3078

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Dollar Short Term Income Feeder Fund 0.888818
* as of Jan 21, 2026
0.3552 -0.7527
ATRAM Global Total Return Bond Feeder Fund 0.627248
* as of Jan 21, 2026
3.8232 1.1739

Feeder Fund - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Allocation Feeder Fund (A USD Unit Class) 1.700844
* as of Jan 21, 2026
14.5302 0.5651
ATRAM Global Multi-Asset Income Feeder Fund (USD Unit Class) 0.918994
* as of Jan 21, 2026
4.1673 0.7179

Fund of Funds - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
UnionBank Capital Accumulation Global Fund of Funds (USD Unit Class) 114.510400
* as of Jan 21, 2026
6.5513 0.7999

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM USD Money Market Fund (A Unit Class) 1.125200 4.3494 0.1068
UnionBank USD Short Term Fixed Income Fund 1.189738 3.6704 0.1927

Fixed Income Fund - Medium Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM USD Total Return Bond Fund (A Unit Class) 1.095100 7.6265 -0.2278
UnionBank USD Fixed Income Fund 2.616991 5.1694 0.2012