UNIT INVESTMENT TRUST FUND

Unit Investment Trust Funds - Net Asset Values per unit (UITF NAVpus) as of Dec 12, 2025

Equity Index Tracker Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI PHILIPPINE CONSUMER EQUITY INDEX FUND 62.21 -17.6681 -17.7334
BPI PHILIPPINE EQUITY INDEX FUND 87.96 -7.2152 -5.6021
BPI PHILIPPINE INFRASTRUCTURE EQUITY INDEX FUND 192.62 26.0025 25.0536

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL BOND INCOME FUND CLASS P (PHP CLASS) 109.34
* as of Dec 11, 2025
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Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI CATHOLIC VALUES GLOBAL EQUITY FEEDER FUND 236.98
* as of Dec 11, 2025
14.9774 19.0256
BPI US EQUITY INDEX FEEDER FUND CLASS P (PHIL PESO CLASS) 257.73
* as of Dec 11, 2025
14.1459 17.1713

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI MONEY MARKET FUND 304.21 4.2386 4.0390
BPI SHORT TERM FUND 179.37 4.0912 3.8742

Fixed Income Fund - Intermediate Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI PREMIUM BOND FUND 220.13 4.2085 4.5252

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 290.23
* as of Dec 11, 2025
4.7497 5.9466
ODYSSEY PESO BOND FUND 350.91 3.0663 4.0288

Multi-Asset Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI BALANCED FUND 176.74 0.3748 1.6390
BPI BAYANIHAN BALANCED FUND 129.13 4.6943 5.0692
ODYSSEY DIVERSIFIED BALANCED FUND 206.00
* as of Dec 3, 2025
-2.1424 -0.2904
ODYSSEY DIVERSIFIED CAPITAL FUND 202.17 1.0547 2.3646

Equity Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI EQUITY VALUE FUND 147.56 -2.9338 -0.8400
BPI PHILIPPINE HIGH DIVIDEND EQUITY FUND 148.28 6.8762 7.9263
ODYSSEY PHILIPPINE EQUITY FUND 394.15
* as of Dec 3, 2025
-8.1578 -4.9072
ODYSSEY PHILIPPINE HIGH CONVICTION EQUITY FUND 111.64 -5.5099 -3.6090

Fund of Funds - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL BOND FUND-OF-FUNDS 195.21
* as of Dec 11, 2025
6.5440 8.1736
BPI SUSTAINABLE GLOBAL BOND FUND-OF-FUNDS 111.78
* as of Dec 11, 2025
7.6671 9.0111

Fund of Funds - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL EQUITY FUND-OF-FUNDS 652.14
* as of Dec 11, 2025
10.3751 12.7373
BPI SUSTAINABLE GLOBAL EQUITY FUND-OF-FUNDS 123.99
* as of Dec 11, 2025
7.9018 11.5620

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI EUROPEAN EQUITY FEEDER FUND 242.60
* as of Dec 11, 2025
41.0793 44.6545
BPI GLOBAL HEALTH CARE FEEDER FUND 102.62
* as of Dec 11, 2025
10.3204 15.3293
BPI US EQUITY INDEX FEEDER FUND CLASS A (USD CLASS) 365.35
* as of Dec 11, 2025
12.7797 14.9044
BPI WORLD TECHNOLOGY FEEDER FUND 136.08
* as of Dec 11, 2025
15.5080 16.0795
ODYSSEY ASIA PACIFIC HIGH DIVIDEND EQUITY FEEDER FUND 17.16
* as of Dec 11, 2025
27.9642 29.6073

Fund of Funds - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI SUSTAINABLE GLOBAL BALANCED FUND-OF-FUNDS 118.91
* as of Dec 11, 2025
7.4067 9.7867

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL BOND INCOME FUND CLASS A (USD CLASS) 102.82
* as of Dec 11, 2025
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Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI US DOLLAR SHORT TERM FUND 354.43 3.6678 3.4802

Fixed Income Fund - Long Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI PHILIPPINE DOLLAR BOND INDEX FUND 259.77 5.8946 7.5697
ODYSSEY PHILIPPINE DOLLAR BOND FUND 33.45 4.3682 6.3255