UNIT INVESTMENT TRUST FUND

Unit Investment Trust Funds - Net Asset Values per unit (UITF NAVpus) as of Jun 9, 2026

Equity Index Tracker Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI PHILIPPINE CONSUMER EQUITY INDEX FUND 57.32 -20.8397 -8.5805
BPI PHILIPPINE EQUITY INDEX FUND 88.26 -5.1580 0.0680
BPI PHILIPPINE INFRASTRUCTURE EQUITY INDEX FUND 239.33 48.1369 28.7343

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL BOND INCOME FUND CLASS P (PHP CLASS) 111.10
* as of Jun 8, 2026
---- 1.4797

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI CATHOLIC VALUES GLOBAL EQUITY FEEDER FUND 271.57
* as of Jun 8, 2026
38.8821 13.8897
BPI US EQUITY INDEX FEEDER FUND CLASS P (PHIL PESO CLASS) 287.95
* as of Jun 8, 2026
37.0407 12.1737
BPI WORLD TECHNOLOGY FEEDER FUND CLASS P (PHP CLASS) 94.33
* as of Jun 8, 2026
---- ----

Fund of Funds - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL EQUITY FUND-OF-FUNDS CLASS P (PHP CLASS) 97.65
* as of Jun 8, 2026
---- ----

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI MONEY MARKET FUND 308.73 3.5902 1.3359
BPI SHORT TERM FUND 182.37 3.6841 1.5028

Fixed Income Fund - Intermediate Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI PREMIUM BOND FUND 215.24 0.1769 -2.0835

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 277.84
* as of Jun 8, 2026
-0.8988 -4.0972
ODYSSEY PESO BOND FUND 334.45 -1.8517 -4.5002

Multi-Asset Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI BALANCED FUND 176.08 -1.1897 -0.3227
BPI BAYANIHAN BALANCED FUND 129.10 2.3872 -0.0387
ODYSSEY DIVERSIFIED BALANCED FUND 206.00
* as of Dec 3, 2025
-2.1424 -0.2904
ODYSSEY DIVERSIFIED CAPITAL FUND 193.47 -4.0518 -4.2796

Equity Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI EQUITY VALUE FUND 143.03 -6.9300 -3.2142
BPI PHILIPPINE HIGH DIVIDEND EQUITY FUND 152.69 4.7616 2.8215
ODYSSEY PHILIPPINE EQUITY FUND 394.15
* as of Dec 3, 2025
-8.1578 -4.9072
ODYSSEY PHILIPPINE HIGH CONVICTION EQUITY FUND 108.93 -8.4160 -2.8798

Fund of Funds - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL BOND FUND-OF-FUNDS 195.72
* as of Jun 8, 2026
5.9206 -0.3462
BPI SUSTAINABLE GLOBAL BOND FUND-OF-FUNDS 113.17
* as of Jun 8, 2026
7.9146 0.2924

Fund of Funds - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL EQUITY FUND-OF-FUNDS CLASS A (USD CLASS) 714.25
* as of Jun 8, 2026
21.8961 8.6642
BPI SUSTAINABLE GLOBAL EQUITY FUND-OF-FUNDS 139.71
* as of Jun 8, 2026
16.1733 12.2349

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI EUROPEAN EQUITY FEEDER FUND 242.34
* as of Jun 8, 2026
7.7306 -0.8713
BPI GLOBAL HEALTH CARE FEEDER FUND 101.01
* as of Jun 8, 2026
21.0861 -2.6503
BPI US EQUITY INDEX FEEDER FUND CLASS A (USD CLASS) 390.35
* as of Jun 8, 2026
23.5676 6.9101
BPI WORLD TECHNOLOGY FEEDER FUND CLASS A (USD CLASS) 176.37
* as of Jun 8, 2026
50.3581 30.0952
ODYSSEY ASIA PACIFIC HIGH DIVIDEND EQUITY FEEDER FUND 20.10
* as of Jun 8, 2026
37.2014 14.9228

Fund of Funds - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI SUSTAINABLE GLOBAL BALANCED FUND-OF-FUNDS 127.28
* as of Jun 8, 2026
11.9831 6.4926

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL BOND INCOME FUND CLASS A (USD CLASS) 99.91
* as of Jun 8, 2026
---- -3.2911

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI US DOLLAR SHORT TERM FUND 359.33 3.2676 1.2169

Fixed Income Fund - Long Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI PHILIPPINE DOLLAR BOND INDEX FUND 257.26 3.9350 -1.2020
ODYSSEY PHILIPPINE DOLLAR BOND FUND 33.20 3.9775 -0.9547