UNIT INVESTMENT TRUST FUND

Unit Investment Trust Funds - Net Asset Values per unit (UITF NAVpus) as of Apr 24, 2026

Equity Index Tracker Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI PHILIPPINE CONSUMER EQUITY INDEX FUND 59.53 -10.1298 -5.0558
BPI PHILIPPINE EQUITY INDEX FUND 87.52 -1.5855 -0.7710
BPI PHILIPPINE INFRASTRUCTURE EQUITY INDEX FUND 218.33 42.8581 17.4385

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL BOND INCOME FUND CLASS P (PHP CLASS) 110.49
* as of Apr 23, 2026
---- 0.9225

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI CATHOLIC VALUES GLOBAL EQUITY FEEDER FUND 257.64
* as of Apr 23, 2026
40.0826 8.0478
BPI US EQUITY INDEX FEEDER FUND CLASS P (PHIL PESO CLASS) 271.18
* as of Apr 23, 2026
40.2462 5.6408

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI MONEY MARKET FUND 307.80 3.8146 1.0307
BPI SHORT TERM FUND 181.64 3.7943 1.0965

Fixed Income Fund - Intermediate Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI PREMIUM BOND FUND 218.55 2.2121 -0.5777

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 287.19
* as of Apr 23, 2026
3.0352 -0.8698
ODYSSEY PESO BOND FUND 343.74 0.8479 -1.8475

Multi-Asset Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI BALANCED FUND 176.02 1.0390 -0.3566
BPI BAYANIHAN BALANCED FUND 129.87 3.9709 0.5575
ODYSSEY DIVERSIFIED BALANCED FUND 206.00
* as of Dec 3, 2025
-2.1424 -0.2904
ODYSSEY DIVERSIFIED CAPITAL FUND 197.79 -0.4980 -2.1423

Equity Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI EQUITY VALUE FUND 143.41 -2.5284 -2.9571
BPI PHILIPPINE HIGH DIVIDEND EQUITY FUND 151.99 6.2050 2.3502
ODYSSEY PHILIPPINE EQUITY FUND 394.15
* as of Dec 3, 2025
-8.1578 -4.9072
ODYSSEY PHILIPPINE HIGH CONVICTION EQUITY FUND 108.91 -4.3726 -2.8976

Fund of Funds - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL BOND FUND-OF-FUNDS 197.18
* as of Apr 23, 2026
7.7840 0.3971
BPI SUSTAINABLE GLOBAL BOND FUND-OF-FUNDS 113.16
* as of Apr 23, 2026
9.1014 0.2836

Fund of Funds - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL EQUITY FUND-OF-FUNDS 690.61
* as of Apr 23, 2026
28.7539 5.0677
BPI SUSTAINABLE GLOBAL EQUITY FUND-OF-FUNDS 134.91
* as of Apr 23, 2026
23.2730 8.3789

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI EUROPEAN EQUITY FEEDER FUND 245.93
* as of Apr 23, 2026
24.6604 0.5972
BPI GLOBAL HEALTH CARE FEEDER FUND 101.44
* as of Apr 23, 2026
23.9643 -2.2359
BPI US EQUITY INDEX FEEDER FUND CLASS A (USD CLASS) 374.94
* as of Apr 23, 2026
31.1254 2.6895
BPI WORLD TECHNOLOGY FEEDER FUND 154.55
* as of Apr 23, 2026
56.4430 14.0001
ODYSSEY ASIA PACIFIC HIGH DIVIDEND EQUITY FEEDER FUND 19.58
* as of Apr 23, 2026
47.3288 11.9497

Fund of Funds - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI SUSTAINABLE GLOBAL BALANCED FUND-OF-FUNDS 124.66
* as of Apr 23, 2026
15.1913 4.3005

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL BOND INCOME FUND CLASS A (USD CLASS) 101.35
* as of Apr 23, 2026
---- -1.8972

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI US DOLLAR SHORT TERM FUND 358.07 3.3063 0.8619

Fixed Income Fund - Long Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI PHILIPPINE DOLLAR BOND INDEX FUND 259.25 5.8812 -0.4378
ODYSSEY PHILIPPINE DOLLAR BOND FUND 33.44 5.7559 -0.2387