UNIT INVESTMENT TRUST FUND

Unit Investment Trust Funds - Net Asset Values per unit (UITF NAVpus) as of Oct 29, 2025

Equity Index Tracker Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
UnionBank PSE Index Tracker Fund 95.214185 -15.6909 -6.7698

Fund of Funds - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
UnionBank PHP Capital Accumulation  Global Fund of Funds 0 ---- ----

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
UnionBank PHP Short Term Fixed Income Fund 174.312491 4.4054 3.9612

Fixed Income Fund - Long Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
UnionBank PHP Fixed Income Fund 349.428471 2.9992 2.9822
UnionBank PHP Tax Exempt Fixed Income Fund 305.682976 5.0926 4.8702

Multi-Asset Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
UnionBank PHP Balanced Fund 141.460571 -8.3759 -2.1109

Equity Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
UnionBank PHP Equity Fund 483.563569 -16.5393 -6.8664

Fund of Funds - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
UnionBank USD Capital Accumulation  Global Fund of Funds 0 ---- ----

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
UnionBank USD Short Term Fixed Income Fund 1.182294 3.6562 3.3102

Fixed Income Fund - Medium Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
UnionBank USD Fixed Income Fund 2.610320 4.2704 4.5962