UNIT INVESTMENT TRUST FUND

Unit Investment Trust Funds - Net Asset Values per unit (UITF NAVpus) as of Dec 11, 2025

Equity Index Tracker Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
UnionBank PSE Index Tracker Fund 95.953696 -7.6653 -6.0457

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 174.857995 4.4659 4.2865

Fixed Income Fund - Long Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
UnionBank PHP Fixed Income Fund 352.018911 3.6750 3.7457
UnionBank PHP Tax Exempt Fixed Income Fund 308.616624 5.9243 5.8767

Multi-Asset Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
UnionBank PHP Balanced Fund 142.830521 -2.7485 -1.1629

Equity Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
UnionBank PHP Equity Fund 488.761067 -7.8311 -5.8654

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 1.188553 3.8868 3.8571

Fixed Income Fund - Medium Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
UnionBank USD Fixed Income Fund 2.610000 4.0757 4.5834