UNIT INVESTMENT TRUST FUND

Unit Investment Trust Funds - Net Asset Values per unit (UITF NAVpus) as of Mar 26, 2026

Equity Index Tracker Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Philippine Equity Index Tracker Fund (A Unit Class) 1.122900 -0.6371 -0.0890
ATRAM Philippine Equity Index Tracker Fund (V Unit Class) 1.147400 0.2271 0.1134
ATRAM Philippine Equity Index Tracker Fund (Z Unit Class) 0.861100 0.3847 0.1512
ATRAM Philippine Equity Smart Index Fund (A Unit Class) 94.476188 -2.4068 -0.5954
ATRAM Philippine Equity Smart Index Fund (D Unit Class) 94.053697 ---- -0.4221
UnionBank PSE Index Tracker Fund 96.879868 -0.0968 -0.0924

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Bond Income Feeder Fund 98.881150
* as of Mar 25, 2026
4.6087 -0.0389

Fund of Funds - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM PHP Global Balanced Multi-Asset Fund-of-Funds (W Unit Class) 103.707859
* as of Mar 25, 2026
7.9957 -0.3516
ATRAM PHP Global Growth Multi-Asset Fund-of-Funds (W Unit Class) 103.286854
* as of Mar 25, 2026
9.6361 -0.0641
ATRAM PHP Global Managed Multi-Asset Fund-of-Funds (W Unit Class) 103.917638
* as of Mar 25, 2026
6.4217 -0.7730
UnionBank Capital Accumulation Global Fund of Funds (PHP Unit Class) 129.887141
* as of Mar 25, 2026
9.2571 1.6512

Feeder Fund - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Asian Multi-Asset Income Feeder Fund 111.306372
* as of Mar 25, 2026
15.1893 4.2450
ATRAM Global Allocation Feeder Fund (A PHP Unit Class) 123.445350
* as of Mar 25, 2026
16.6827 -0.4730
ATRAM Global Multi-Asset Income Feeder Fund (PHP Unit Class) 105.653207
* as of Mar 25, 2026
7.8611 1.2635
ATRAM US Multi-Asset Income Feeder Fund 135.401846
* as of Mar 25, 2026
9.6012 0.1855

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Asia Equity Opportunity Feeder Fund 171.164091
* as of Mar 25, 2026
34.2199 5.8560
ATRAM Global Consumer Trends Feeder Fund 190.900521
* as of Mar 25, 2026
20.9309 -7.3163
ATRAM Global Dividend Feeder Fund (PHP Unit Class) 223.431075
* as of Mar 25, 2026
15.6520 2.2816
ATRAM Global Equity Opportunity Fund (PHP Unit Class) 127.407885
* as of Mar 25, 2026
14.1419 0.3893
ATRAM Global Financials Feeder Fund 277.729521
* as of Mar 25, 2026
23.4311 -9.2387
ATRAM Global Health Care Feeder Fund 100.941580
* as of Mar 25, 2026
-3.4693 -6.5604
ATRAM Global Infra Equity Feeder Fund 135.920399
* as of Mar 25, 2026
22.4653 12.0519
ATRAM Global Technology Feeder Fund (A PHP Unit Class) 416.402881
* as of Mar 25, 2026
22.5207 -1.8470
ATRAM Global Technology Feeder Fund (D PHP Unit Class) 99.009857
* as of Mar 25, 2026
---- -1.9800
ATRAM Nasdaq Equity Income Feeder Fund (A PHP Unit Class) 97.029219
* as of Mar 25, 2026
---- ----
ATRAM Nasdaq Equity Income Feeder Fund (D PHP Unit Class) 96.377462
* as of Mar 25, 2026
---- ----
ATRAM US Equity Opportunity Feeder Fund (PHP Unit Class) 108.017229
* as of Mar 25, 2026
---- -5.6197

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Liquid Fund (A Unit Class) 1.182100 3.8205 0.6299
ATRAM Peso Liquid Fund (V Unit Class) 1.157000 4.1967 0.7226
ATRAM Peso Money Market Fund (A Unit Class) 127.192187 3.4779 0.6953
ATRAM Peso Money Market Fund (D Unit Class) 102.043858 ---- 0.7927
ATRAM Peso Money Market Fund (Z Unit Class) 101.712662 ---- 0.8175
UnionBank Peso Cash Management Fund (M Unit Class) 106.287733 3.8386 0.7302
UnionBank PHP Short Term Fixed Income Fund 176.150075 3.5490 0.7224

Fixed Income Fund - Medium Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Medium Term Peso Bond Fund (A Unit Class) 142.242444 2.6733 -1.7106
ATRAM Medium Term Peso Bond Fund (D Unit Class) 101.630226 ---- -1.5335
ATRAM Medium Term Peso Bond Fund (Z Unit Class) 104.792378 3.7305 -1.4718

Fixed Income Fund - Long Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Long Term Peso Bond Fund (A Unit Class) 1.116300 2.1878 -2.7613
ATRAM Long Term Peso Bond Fund (D Unit Class) 1.017400 ---- -2.5759
UnionBank PHP Fixed Income Fund 341.968570 1.0682 -2.5094
UnionBank PHP Tax Exempt Fixed Income Fund 300.855538 3.0341 -2.2451

Multi-Asset Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Diversified Income Fund 101.786057 -2.3598 -4.1145
ATRAM Philippine Balanced Fund (A Unit Class) 1.005900 -2.0641 -1.5850
UnionBank PHP Balanced Fund 140.740208 -0.9574 -1.7092

Equity Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Artificial Intelligence Feeder Fund (A Unit Class) 113.504109
* as of Mar 25, 2026
---- -4.7777
ATRAM Global Artificial Intelligence Feeder Fund (D Unit Class) 114.285548
* as of Mar 25, 2026
---- -4.9044
ATRAM Philippine Sustainable Development and Growth Fund (A Unit Class) 115.925366 3.7023 -0.0606
ATRAM Philippine Sustainable Development and Growth Fund (D Unit Class) 103.635370 ---- 0.1164
ATRAM Philippine Sustainable Development and Growth Fund (Y Unit Class) 124.100246 4.9360 0.2159
ATRAM Soldivo Philippine Equity Leaders Fund (A Unit Class) 1.080400 -6.2560 -2.2528
ATRAM Soldivo Philippine Equity Leaders Fund (D Unit Class) 0.986400 ---- -1.8898
UnionBank PHP Equity Fund 478.951404 -4.5222 -2.4704

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Dividend Feeder Fund (USD Unit Class) 1.159634
* as of Mar 25, 2026
11.2052 0.1793
ATRAM Global Equity Opportunity Feeder Fund (USD Unit Class) 1.692559
* as of Mar 25, 2026
9.3475 -1.8460
ATRAM Global Technology Feeder Fund (A USD Unit Class) 0.973408
* as of Mar 25, 2026
---- -4.0266
ATRAM Nasdaq Equity Income Feeder Fund (A USD Unit Class) 0.946441
* as of Mar 25, 2026
---- ----
ATRAM US Equity Opportunity Feeder Fund (USD Unit Class) 2.782000
* as of Mar 25, 2026
3.7467 -7.7445

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Dollar Short Term Income Feeder Fund 0.885983
* as of Mar 25, 2026
-0.5069 -1.0693
ATRAM Global Total Return Bond Feeder Fund 0.611775
* as of Mar 25, 2026
-0.1329 -1.3218

Feeder Fund - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Allocation Feeder Fund (A USD Unit Class) 1.647015
* as of Mar 25, 2026
11.8630 -2.6177
ATRAM Global Multi-Asset Income Feeder Fund (USD Unit Class) 0.904099
* as of Mar 25, 2026
3.4282 -0.9146

Fund of Funds - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
UnionBank Capital Accumulation Global Fund of Funds (USD Unit Class) 112.758339
* as of Mar 25, 2026
4.0712 -0.7423

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM USD Money Market Fund (A Unit Class) 1.129400 4.2267 0.4804
UnionBank USD Short Term Fixed Income Fund 1.194452 3.2089 0.5897

Fixed Income Fund - Medium Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM USD Total Return Bond Fund (A Unit Class) 1.086900 4.9334 -0.9749
UnionBank USD Fixed Income Fund 2.573700 1.5654 -1.4564