UNIT INVESTMENT TRUST FUND

Unit Investment Trust Funds - Net Asset Values per unit (UITF NAVpus) as of Feb 11, 2026

Equity Index Tracker Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Philippine Equity Index Tracker Fund (A Unit Class) 1.204700 10.7872 7.1893
ATRAM Philippine Equity Index Tracker Fund (V Unit Class) 1.229700 11.7503 7.2943
ATRAM Philippine Equity Index Tracker Fund (Z Unit Class) 0.922700 11.9238 7.3157
ATRAM Philippine Equity Smart Index Fund (A Unit Class) 101.831125 8.7199 7.1432
ATRAM Philippine Equity Smart Index Fund (D Unit Class) 101.236765 ---- 7.1829
UnionBank PSE Index Tracker Fund 103.935651 10.9003 7.1839

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Bond Income Feeder Fund 98.199770
* as of Feb 10, 2026
3.5563 -0.7278

Fund of Funds - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM PHP Global Balanced Multi-Asset Fund-of-Funds (W Unit Class) 106.624084
* as of Feb 10, 2026
11.2056 2.4504
ATRAM PHP Global Growth Multi-Asset Fund-of-Funds (W Unit Class) 106.841287
* as of Feb 10, 2026
13.5513 3.3750
ATRAM PHP Global Managed Multi-Asset Fund-of-Funds (W Unit Class) 106.230383
* as of Feb 10, 2026
9.0606 1.4353
UnionBank Capital Accumulation Global Fund of Funds (PHP Unit Class) 130.469075
* as of Feb 10, 2026
8.9966 2.1066

Feeder Fund - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Asian Multi-Asset Income Feeder Fund 111.380976
* as of Feb 10, 2026
15.0081 4.3148
ATRAM Global Allocation Feeder Fund (A PHP Unit Class) 127.232954
* as of Feb 10, 2026
17.1550 2.5807
ATRAM Global Multi-Asset Income Feeder Fund (PHP Unit Class) 106.195859
* as of Feb 10, 2026
5.6353 1.7836
ATRAM US Multi-Asset Income Feeder Fund 136.542979
* as of Feb 10, 2026
5.5953 1.0298

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Asia Equity Opportunity Feeder Fund 173.109772
* as of Feb 10, 2026
37.0210 7.0593
ATRAM Global Consumer Trends Feeder Fund 192.800557
* as of Feb 10, 2026
8.6853 -6.3938
ATRAM Global Dividend Feeder Fund (PHP Unit Class) 228.807837
* as of Feb 10, 2026
20.8837 4.7429
ATRAM Global Equity Opportunity Fund (PHP Unit Class) 132.889521
* as of Feb 10, 2026
11.9898 4.7085
ATRAM Global Financials Feeder Fund 309.654611
* as of Feb 10, 2026
36.1930 1.1943
ATRAM Global Health Care Feeder Fund 106.033030
* as of Feb 10, 2026
-1.1704 -1.8474
ATRAM Global Infra Equity Feeder Fund 129.486907
* as of Feb 10, 2026
21.2397 6.7482
ATRAM Global Technology Feeder Fund (A PHP Unit Class) 433.110881
* as of Feb 10, 2026
23.5515 2.0913
ATRAM Global Technology Feeder Fund (D PHP Unit Class) 102.977305
* as of Feb 10, 2026
---- 1.9477
ATRAM Nasdaq Equity Income Feeder Fund (A PHP Unit Class) 98.056354
* as of Feb 10, 2026
---- ----
ATRAM Nasdaq Equity Income Feeder Fund (D PHP Unit Class) 97.516697
* as of Feb 10, 2026
---- ----
ATRAM US Equity Opportunity Feeder Fund (PHP Unit Class) 110.499106
* as of Feb 10, 2026
---- -3.4512

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Liquid Fund (A Unit Class) 1.180900 4.1909 0.5278
ATRAM Peso Liquid Fund (V Unit Class) 1.155200 4.5524 0.5659
ATRAM Peso Money Market Fund (A Unit Class) 126.860298 3.6891 0.4325
ATRAM Peso Money Market Fund (D Unit Class) 101.728976 ---- 0.4816
ATRAM Peso Money Market Fund (Z Unit Class) 101.386106 ---- 0.4938
UnionBank Peso Cash Management Fund (M Unit Class) 106.036230 4.1114 0.4919
UnionBank PHP Short Term Fixed Income Fund 175.870449 3.8939 0.5625

Fixed Income Fund - Medium Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Medium Term Peso Bond Fund (A Unit Class) 145.833319 5.4396 0.7707
ATRAM Medium Term Peso Bond Fund (D Unit Class) 104.102844 ---- 0.8622
ATRAM Medium Term Peso Bond Fund (Z Unit Class) 107.307549 6.5142 0.8930

Fixed Income Fund - Long Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Long Term Peso Bond Fund (A Unit Class) 1.155600 5.7854 0.6620
ATRAM Long Term Peso Bond Fund (D Unit Class) 1.052300 ---- 0.7661
UnionBank PHP Fixed Income Fund 352.719439 4.2763 0.5555
UnionBank PHP Tax Exempt Fixed Income Fund 310.096053 6.4652 0.7574

Multi-Asset Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Diversified Income Fund 107.703471 1.7269 1.4599
ATRAM Philippine Balanced Fund (A Unit Class) 1.061000 5.2162 3.8059
UnionBank PHP Balanced Fund 148.154830 5.9745 3.4691

Equity Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Artificial Intelligence Feeder Fund (A Unit Class) 116.506803
* as of Feb 10, 2026
---- -2.2587
ATRAM Global Artificial Intelligence Feeder Fund (D Unit Class) 117.259437
* as of Feb 10, 2026
---- -2.4299
ATRAM Philippine Equity Leaders Fund (A Unit Class) 1.171200 5.3806 5.9622
ATRAM Philippine Equity Leaders Fund (D Unit Class) 1.067300 ---- 6.1568
ATRAM Philippine Sustainable Development and Growth Fund (A Unit Class) 124.552211 16.7607 7.3767
ATRAM Philippine Sustainable Development and Growth Fund (D Unit Class) 111.326773 ---- 7.5466
ATRAM Philippine Sustainable Development and Growth Fund (Y Unit Class) 133.146742 18.1355 7.5213
UnionBank PHP Equity Fund 516.786195 6.3388 5.2339

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Dividend Feeder Fund (USD Unit Class) 1.218802
* as of Feb 10, 2026
20.2921 5.2907
ATRAM Global Equity Opportunity Feeder Fund (USD Unit Class) 1.813648
* as of Feb 10, 2026
11.3255 5.1761
ATRAM Global Technology Feeder Fund (A USD Unit Class) 1.039732
* as of Feb 10, 2026
---- 2.5126
ATRAM Nasdaq Equity Income Feeder Fund (A USD Unit Class) 0.983126
* as of Feb 10, 2026
---- ----
ATRAM US Equity Opportunity Feeder Fund (USD Unit Class) 2.922925
* as of Feb 10, 2026
-0.7728 -3.0712

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Dollar Short Term Income Feeder Fund 0.891040
* as of Feb 10, 2026
0.5014 -0.5046
ATRAM Global Total Return Bond Feeder Fund 0.623958
* as of Feb 10, 2026
1.7788 0.6433

Feeder Fund - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Allocation Feeder Fund (A USD Unit Class) 1.742705
* as of Feb 10, 2026
16.3037 3.0402
ATRAM Global Multi-Asset Income Feeder Fund (USD Unit Class) 0.933108
* as of Feb 10, 2026
4.9010 2.2647

Fund of Funds - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
UnionBank Capital Accumulation Global Fund of Funds (USD Unit Class) 115.717155
* as of Feb 10, 2026
6.5730 1.8622

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM USD Money Market Fund (A Unit Class) 1.126300 4.2581 0.2046
UnionBank USD Short Term Fixed Income Fund 1.192010 3.4744 0.3840

Fixed Income Fund - Medium Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM USD Total Return Bond Fund (A Unit Class) 1.100800 7.7842 0.2915
UnionBank USD Fixed Income Fund 2.602566 4.0378 -0.3511