UNIT INVESTMENT TRUST FUND

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

Equity Index Tracker Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI PHILIPPINE CONSUMER EQUITY INDEX FUND 57.57 -19.4149 -8.1818
BPI PHILIPPINE EQUITY INDEX FUND 94.95 3.8840 7.6531
BPI PHILIPPINE INFRASTRUCTURE EQUITY INDEX FUND 259.08 55.4076 39.3578

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL BOND INCOME FUND CLASS P (PHP CLASS) 111.03
* as of Jul 16, 2026
---- 1.4158

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI CATHOLIC VALUES GLOBAL EQUITY FEEDER FUND 276.96
* as of Jul 16, 2026
33.6357 16.1501
BPI US EQUITY INDEX FEEDER FUND CLASS P (PHIL PESO CLASS) 292.09
* as of Jul 16, 2026
28.6967 13.7865
BPI WORLD TECHNOLOGY FEEDER FUND CLASS P (PHP CLASS) 91.46
* as of Jul 16, 2026
---- ----

Fund of Funds - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL EQUITY FUND-OF-FUNDS CLASS P (PHP CLASS) 98.98
* as of Jul 16, 2026
---- ----

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI MONEY MARKET FUND 309.99 3.5820 1.7495
BPI SHORT TERM FUND 183.02 3.6236 1.8645

Fixed Income Fund - Intermediate Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI PREMIUM BOND FUND 216.81 0.7013 -1.3693

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 283.54
* as of Jul 16, 2026
0.7605 -2.1297
ODYSSEY PESO BOND FUND 340.28 -0.4214 -2.8354

Multi-Asset Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI BALANCED FUND 182.67 3.3728 3.4079
BPI BAYANIHAN BALANCED FUND 131.24 3.7470 1.6183
ODYSSEY DIVERSIFIED BALANCED FUND 206.00
* as of Dec 3, 2025
-2.1424 -0.2904
ODYSSEY DIVERSIFIED CAPITAL FUND 200.56 -0.3280 -0.7718

Equity Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI EQUITY VALUE FUND 151.39 -0.2832 2.4428
BPI PHILIPPINE HIGH DIVIDEND EQUITY FUND 158.64 10.4582 6.8283
ODYSSEY PHILIPPINE EQUITY FUND 394.15
* as of Dec 3, 2025
-8.1578 -4.9072
ODYSSEY PHILIPPINE HIGH CONVICTION EQUITY FUND 116.37 -1.0459 3.7536

Fund of Funds - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL BOND FUND-OF-FUNDS 197.09
* as of Jul 16, 2026
5.7974 0.3513
BPI SUSTAINABLE GLOBAL BOND FUND-OF-FUNDS 114.39
* as of Jul 16, 2026
8.0782 1.3736

Fund of Funds - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL EQUITY FUND-OF-FUNDS CLASS A (USD CLASS) 724.83
* as of Jul 16, 2026
19.5596 10.2738
BPI SUSTAINABLE GLOBAL EQUITY FUND-OF-FUNDS 140.27
* as of Jul 16, 2026
15.2778 12.6848

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI EUROPEAN EQUITY FEEDER FUND 248.45
* as of Jul 16, 2026
9.3289 1.6280
BPI GLOBAL HEALTH CARE FEEDER FUND 108.16
* as of Jul 16, 2026
29.6105 4.2406
BPI US EQUITY INDEX FEEDER FUND CLASS A (USD CLASS) 396.42
* as of Jul 16, 2026
19.2348 8.5725
BPI WORLD TECHNOLOGY FEEDER FUND CLASS A (USD CLASS) 171.19
* as of Jul 16, 2026
38.0565 26.2742
ODYSSEY ASIA PACIFIC HIGH DIVIDEND EQUITY FEEDER FUND 20.38
* as of Jul 16, 2026
33.0287 16.5237

Fund of Funds - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI SUSTAINABLE GLOBAL BALANCED FUND-OF-FUNDS 128.13
* as of Jul 16, 2026
11.6407 7.2038

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL BOND INCOME FUND CLASS A (USD CLASS) 99.96
* as of Jul 16, 2026
---- -3.2427

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI US DOLLAR SHORT TERM FUND 360.59 3.1879 1.5718

Fixed Income Fund - Long Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI PHILIPPINE DOLLAR BOND INDEX FUND 258.51 3.4412 -0.7220
ODYSSEY PHILIPPINE DOLLAR BOND FUND 33.26 3.0359 -0.7757