UNIT INVESTMENT TRUST FUND

Unit Investment Trust Funds - Net Asset Values per unit (UITF NAVpus) as of Apr 17, 2026

Equity Index Tracker Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI PHILIPPINE CONSUMER EQUITY INDEX FUND 58.91 -9.3553 -6.0447
BPI PHILIPPINE EQUITY INDEX FUND 88.32 -0.3048 0.1361
BPI PHILIPPINE INFRASTRUCTURE EQUITY INDEX FUND 218.70 42.2162 17.6376

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL BOND INCOME FUND CLASS P (PHP CLASS) 109.79
* as of Apr 16, 2026
---- 0.2832

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI CATHOLIC VALUES GLOBAL EQUITY FEEDER FUND 251.77
* as of Apr 16, 2026
38.9689 5.5861
BPI US EQUITY INDEX FEEDER FUND CLASS P (PHIL PESO CLASS) 266.41
* as of Apr 16, 2026
39.6352 3.7826

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI MONEY MARKET FUND 307.57 3.7861 0.9552
BPI SHORT TERM FUND 181.52 3.7850 1.0297

Fixed Income Fund - Intermediate Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI PREMIUM BOND FUND 219.22 2.5927 -0.2730

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 287.30
* as of Apr 16, 2026
3.1339 -0.8319
ODYSSEY PESO BOND FUND 345.26 1.4039 -1.4134

Multi-Asset Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI BALANCED FUND 176.90 1.6842 0.1415
BPI BAYANIHAN BALANCED FUND 129.98 4.2676 0.6427
ODYSSEY DIVERSIFIED BALANCED FUND 206.00
* as of Dec 3, 2025
-2.1424 -0.2904
ODYSSEY DIVERSIFIED CAPITAL FUND 199.06 0.3681 -1.5140

Equity Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI EQUITY VALUE FUND 145.07 -0.9152 -1.8338
BPI PHILIPPINE HIGH DIVIDEND EQUITY FUND 153.44 7.0014 3.3266
ODYSSEY PHILIPPINE EQUITY FUND 394.15
* as of Dec 3, 2025
-8.1578 -4.9072
ODYSSEY PHILIPPINE HIGH CONVICTION EQUITY FUND 110.24 -2.6578 -1.7118

Fund of Funds - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL BOND FUND-OF-FUNDS 197.29
* as of Apr 16, 2026
7.8029 0.4532
BPI SUSTAINABLE GLOBAL BOND FUND-OF-FUNDS 113.10
* as of Apr 16, 2026
9.1910 0.2304

Fund of Funds - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL EQUITY FUND-OF-FUNDS 690.58
* as of Apr 16, 2026
31.1693 5.0631
BPI SUSTAINABLE GLOBAL EQUITY FUND-OF-FUNDS 133.06
* as of Apr 16, 2026
23.9843 6.8927

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI EUROPEAN EQUITY FEEDER FUND 251.27
* as of Apr 16, 2026
28.2513 2.7815
BPI GLOBAL HEALTH CARE FEEDER FUND 102.26
* as of Apr 16, 2026
26.0602 -1.4456
BPI US EQUITY INDEX FEEDER FUND CLASS A (USD CLASS) 371.48
* as of Apr 16, 2026
32.2605 1.7419
BPI WORLD TECHNOLOGY FEEDER FUND 148.17
* as of Apr 16, 2026
54.4564 9.2941
ODYSSEY ASIA PACIFIC HIGH DIVIDEND EQUITY FEEDER FUND 19.56
* as of Apr 16, 2026
51.9814 11.8353

Fund of Funds - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI SUSTAINABLE GLOBAL BALANCED FUND-OF-FUNDS 123.71
* as of Apr 16, 2026
15.4657 3.5057

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL BOND INCOME FUND CLASS A (USD CLASS) 101.56
* as of Apr 16, 2026
---- -1.6939

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI US DOLLAR SHORT TERM FUND 357.89 3.2961 0.8112

Fixed Income Fund - Long Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI PHILIPPINE DOLLAR BOND INDEX FUND 259.74 6.6344 -0.2496
ODYSSEY PHILIPPINE DOLLAR BOND FUND 33.46 6.3573 -0.1790