UNIT INVESTMENT TRUST FUND

Unit Investment Trust Funds - Net Asset Values per unit (UITF NAVpus) as of Jul 16, 2026

Equity Index Tracker Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI PHILIPPINE CONSUMER EQUITY INDEX FUND 56.92 -21.4246 -9.2185
BPI PHILIPPINE EQUITY INDEX FUND 93.78 1.9237 6.3265
BPI PHILIPPINE INFRASTRUCTURE EQUITY INDEX FUND 256.61 54.2776 38.0292

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL BOND INCOME FUND CLASS P (PHP CLASS) 111.26
* as of Jul 15, 2026
---- 1.6259

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI CATHOLIC VALUES GLOBAL EQUITY FEEDER FUND 276.12
* as of Jul 15, 2026
33.8504 15.7979
BPI US EQUITY INDEX FEEDER FUND CLASS P (PHIL PESO CLASS) 294.00
* as of Jul 15, 2026
30.7713 14.5306
BPI WORLD TECHNOLOGY FEEDER FUND CLASS P (PHP CLASS) 95.17
* as of Jul 15, 2026
---- ----

Fund of Funds - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL EQUITY FUND-OF-FUNDS CLASS P (PHP CLASS) 99.80
* as of Jul 15, 2026
---- ----

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI MONEY MARKET FUND 309.94 3.5757 1.7331
BPI SHORT TERM FUND 183.00 3.6240 1.8534

Fixed Income Fund - Intermediate Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI PREMIUM BOND FUND 217.00 0.7896 -1.2829

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 283.83
* as of Jul 15, 2026
0.8205 -2.0296
ODYSSEY PESO BOND FUND 340.86 -0.2400 -2.6698

Multi-Asset Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI BALANCED FUND 181.77 2.6543 2.8984
BPI BAYANIHAN BALANCED FUND 131.17 3.6753 1.5641
ODYSSEY DIVERSIFIED BALANCED FUND 206.00
* as of Dec 3, 2025
-2.1424 -0.2904
ODYSSEY DIVERSIFIED CAPITAL FUND 199.97 -0.7839 -1.0637

Equity Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI EQUITY VALUE FUND 149.69 -1.7073 1.2925
BPI PHILIPPINE HIGH DIVIDEND EQUITY FUND 157.54 9.9602 6.0875
ODYSSEY PHILIPPINE EQUITY FUND 394.15
* as of Dec 3, 2025
-8.1578 -4.9072
ODYSSEY PHILIPPINE HIGH CONVICTION EQUITY FUND 114.97 -2.8641 2.5053

Fund of Funds - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL BOND FUND-OF-FUNDS 197.28
* as of Jul 15, 2026
6.0246 0.4481
BPI SUSTAINABLE GLOBAL BOND FUND-OF-FUNDS 114.14
* as of Jul 15, 2026
7.8930 1.1521

Fund of Funds - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL EQUITY FUND-OF-FUNDS CLASS A (USD CLASS) 730.07
* as of Jul 15, 2026
20.2712 11.0710
BPI SUSTAINABLE GLOBAL EQUITY FUND-OF-FUNDS 141.03
* as of Jul 15, 2026
15.1735 13.2953

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI EUROPEAN EQUITY FEEDER FUND 244.77
* as of Jul 15, 2026
6.8631 0.1227
BPI GLOBAL HEALTH CARE FEEDER FUND 107.44
* as of Jul 15, 2026
29.9468 3.5466
BPI US EQUITY INDEX FEEDER FUND CLASS A (USD CLASS) 398.58
* as of Jul 15, 2026
20.2752 9.1641
BPI WORLD TECHNOLOGY FEEDER FUND CLASS A (USD CLASS) 177.96
* as of Jul 15, 2026
42.6647 31.2680
ODYSSEY ASIA PACIFIC HIGH DIVIDEND EQUITY FEEDER FUND 20.62
* as of Jul 15, 2026
33.9831 17.8959

Fund of Funds - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI SUSTAINABLE GLOBAL BALANCED FUND-OF-FUNDS 128.32
* as of Jul 15, 2026
11.5341 7.3628

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL BOND INCOME FUND CLASS A (USD CLASS) 100.06
* as of Jul 15, 2026
---- -3.1459

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI US DOLLAR SHORT TERM FUND 360.51 3.1827 1.5493

Fixed Income Fund - Long Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI PHILIPPINE DOLLAR BOND INDEX FUND 258.40 3.4179 -0.7642
ODYSSEY PHILIPPINE DOLLAR BOND FUND 33.25 3.0369 -0.8055