UNIT INVESTMENT TRUST FUND

Unit Investment Trust Funds - Net Asset Values per unit (UITF NAVpus) as of Nov 14, 2025

Equity Index Tracker Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Philippine Equity Index Tracker Fund (A Unit Class) 1.034400 -12.7825 -12.5465
ATRAM Philippine Equity Index Tracker Fund (V Unit Class) 1.053700 -12.0157 -11.8685
ATRAM Philippine Equity Index Tracker Fund (Z Unit Class) 0.790300 -11.8854 -11.7575
ATRAM Philippine Equity Smart Index Fund (A Unit Class) 88.083178 -13.0459 -12.9402
ATRAM Philippine Equity Smart Index Fund (D Unit Class) 87.499036 ---- ----

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Bond Income Feeder Fund 98.364976
* as of Nov 13, 2025
2.8788 4.2655

Fund of Funds - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM PHP Global Balanced Multi-Asset Fund-of-Funds (W Unit Class) 102.166370
* as of Nov 13, 2025
4.0057 6.0035
ATRAM PHP Global Growth Multi-Asset Fund-of-Funds (W Unit Class) 100.786342
* as of Nov 13, 2025
3.2675 6.1326
ATRAM PHP Global Managed Multi-Asset Fund-of-Funds (W Unit Class) 103.398962
* as of Nov 13, 2025
4.5782 5.6238

Feeder Fund - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Asian Multi-Asset Income Feeder Fund 107.501751
* as of Nov 13, 2025
7.7725 9.7826
ATRAM Global Allocation Feeder Fund (A PHP Unit Class) 122.615429
* as of Nov 13, 2025
12.1029 14.6574
ATRAM Global Multi-Asset Income Feeder Fund (PHP Unit Class) 104.757163
* as of Nov 13, 2025
3.0862 6.1404
ATRAM US Multi-Asset Income Feeder Fund 135.974812
* as of Nov 13, 2025
4.4379 7.2571

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Asia Equity Opportunity Feeder Fund 162.709970
* as of Nov 13, 2025
28.2761 29.7990
ATRAM Global Consumer Trends Feeder Fund 208.690426
* as of Nov 13, 2025
27.1199 24.1737
ATRAM Global Dividend Feeder Fund (PHP Unit Class) 214.053081
* as of Nov 13, 2025
13.3032 17.3680
ATRAM Global Equity Opportunity Fund (PHP Unit Class) 128.685942
* as of Nov 13, 2025
7.6236 11.7844
ATRAM Global Financials Feeder Fund 287.488897
* as of Nov 13, 2025
31.6352 34.0425
ATRAM Global Health Care Feeder Fund 107.970503
* as of Nov 13, 2025
-2.4224 5.2298
ATRAM Global Infra Equity Feeder Fund 122.370623
* as of Nov 13, 2025
11.4238 17.2510
ATRAM Global Technology Feeder Fund (A PHP Unit Class) 419.261769
* as of Nov 13, 2025
21.9815 23.1736
ATRAM Global Technology Feeder Fund (D PHP Unit Class) 100.196566
* as of Nov 13, 2025
---- ----
ATRAM US Equity Opportunity Feeder Fund (PHP Unit Class) 112.228886
* as of Nov 13, 2025
---- ----

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Liquid Fund (A Unit Class) 1.170000 4.1945 3.7786
ATRAM Peso Liquid Fund (V Unit Class) 1.143600 4.5625 4.1056
ATRAM Peso Money Market Fund (A Unit Class) 125.830287 3.9063 3.3872
ATRAM Peso Money Market Fund (D Unit Class) 100.803301 ---- ----
ATRAM Peso Money Market Fund (Z Unit Class) 100.438711 ---- ----

Fixed Income Fund - Medium Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Medium Term Peso Bond Fund (A Unit Class) 145.016852 5.8434 5.8144
ATRAM Medium Term Peso Bond Fund (D Unit Class) 103.341291 ---- ----
ATRAM Medium Term Peso Bond Fund (Z Unit Class) 106.443729 6.9125 6.7555

Fixed Income Fund - Long Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Long Term Peso Bond Fund (A Unit Class) 1.152200 6.0860 6.3013
ATRAM Long Term Peso Bond Fund (D Unit Class) 1.047200 ---- ----

Multi-Asset Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Diversified Income Fund 105.289881 1.3251 0.8333
ATRAM Philippine Balanced Fund (A Unit Class) 0.977700 -7.7642 -6.9034

Equity Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Artificial Intelligence Feeder Fund (A Unit Class) 118.212462
* as of Nov 13, 2025
---- ----
ATRAM Global Artificial Intelligence Feeder Fund (D Unit Class) 119.091944
* as of Nov 13, 2025
---- ----
ATRAM Philippine Equity Leaders Fund (A Unit Class) 1.010100 -12.8097 -12.8172
ATRAM Philippine Equity Leaders Fund (D Unit Class) 1.309300 ---- ----
ATRAM Philippine Sustainable Development and Growth Fund (A Unit Class) 105.740990 -5.6666 -6.0974
ATRAM Philippine Sustainable Development and Growth Fund (D Unit Class) 94.254003 ---- ----
ATRAM Philippine Sustainable Development and Growth Fund (Y Unit Class) 112.768352 -4.5174 -5.0792

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Dividend Feeder Fund (USD Unit Class) 1.129502
* as of Nov 13, 2025
---- 15.2278
ATRAM Global Equity Opportunity Feeder Fund (USD Unit Class) 1.740756
* as of Nov 13, 2025
7.1323 9.5323
ATRAM Global Technology Feeder Fund (A USD Unit Class) 100.655281
* as of Nov 11, 2025
---- ----
ATRAM US Equity Opportunity Feeder Fund (USD Unit Class) 2.946585
* as of Nov 13, 2025
1.5553 3.2138

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Dollar Short Term Income Feeder Fund 0.891308
* as of Nov 13, 2025
-0.2969 -0.0610
ATRAM Global Total Return Bond Feeder Fund 0.622309
* as of Nov 13, 2025
1.1201 1.8362

Feeder Fund - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Allocation Feeder Fund (A USD Unit Class) 1.667130
* as of Nov 13, 2025
13.1122 13.9159
ATRAM Global Multi-Asset Income Feeder Fund (USD Unit Class) 0.912795
* as of Nov 13, 2025
2.0992 3.5385

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM USD Money Market Fund (A Unit Class) 1.121300 4.7259 4.2682

Fixed Income Fund - Medium Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM USD Total Return Bond Fund (A Unit Class) 1.094700 7.0088 7.9586