UNIT INVESTMENT TRUST FUND

Unit Investment Trust Funds - Net Asset Values per unit (UITF NAVpus) as of Dec 11, 2025

Equity Index Tracker Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Philippine Equity Index Tracker Fund (A Unit Class) 1.111900 -7.5574 -5.9943
ATRAM Philippine Equity Index Tracker Fund (V Unit Class) 1.133400 -6.7468 -5.2024
ATRAM Philippine Equity Index Tracker Fund (Z Unit Class) 0.850200 -6.6022 -5.0692
ATRAM Philippine Equity Smart Index Fund (A Unit Class) 94.406659 -8.4257 -6.6902
ATRAM Philippine Equity Smart Index Fund (D Unit Class) 93.774842 ---- ----

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Bond Income Feeder Fund 98.987201
* as of Dec 10, 2025
3.1737 4.9250

Fund of Funds - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM PHP Global Balanced Multi-Asset Fund-of-Funds (W Unit Class) 103.729619
* as of Dec 10, 2025
6.0050 7.6255
ATRAM PHP Global Growth Multi-Asset Fund-of-Funds (W Unit Class) 102.780150
* as of Dec 10, 2025
6.1750 8.2322
ATRAM PHP Global Managed Multi-Asset Fund-of-Funds (W Unit Class) 104.644001
* as of Dec 10, 2025
5.8609 6.8956

Feeder Fund - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Asian Multi-Asset Income Feeder Fund 106.578603
* as of Dec 10, 2025
7.1801 8.8399
ATRAM Global Allocation Feeder Fund (A PHP Unit Class) 123.180775
* as of Dec 10, 2025
12.1194 15.1861
ATRAM Global Multi-Asset Income Feeder Fund (PHP Unit Class) 104.720245
* as of Dec 10, 2025
3.7470 6.1030
ATRAM US Multi-Asset Income Feeder Fund 136.849889
* as of Dec 10, 2025
5.4236 7.9474

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Asia Equity Opportunity Feeder Fund 160.417783
* as of Dec 10, 2025
25.6238 27.9705
ATRAM Global Consumer Trends Feeder Fund 214.600624
* as of Dec 10, 2025
25.8340 27.6904
ATRAM Global Dividend Feeder Fund (PHP Unit Class) 214.969397
* as of Dec 10, 2025
14.8457 17.8704
ATRAM Global Equity Opportunity Fund (PHP Unit Class) 126.523733
* as of Dec 10, 2025
6.6535 9.9062
ATRAM Global Financials Feeder Fund 296.379292
* as of Dec 10, 2025
35.1649 38.1876
ATRAM Global Health Care Feeder Fund 105.709010
* as of Dec 10, 2025
-1.6532 3.0257
ATRAM Global Infra Equity Feeder Fund 120.578967
* as of Dec 10, 2025
10.6568 15.5343
ATRAM Global Technology Feeder Fund (A PHP Unit Class) 427.889094
* as of Dec 10, 2025
22.4078 25.7082
ATRAM Global Technology Feeder Fund (D PHP Unit Class) 101.705523
* as of Dec 10, 2025
---- ----
ATRAM US Equity Opportunity Feeder Fund (PHP Unit Class) 115.786116
* as of Dec 10, 2025
---- ----

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Liquid Fund (A Unit Class) 1.173100 4.2478 4.0536
ATRAM Peso Liquid Fund (V Unit Class) 1.147000 4.6246 4.4151
ATRAM Peso Money Market Fund (A Unit Class) 126.123147 3.8314 3.6278
ATRAM Peso Money Market Fund (D Unit Class) 101.068207 ---- ----
ATRAM Peso Money Market Fund (Z Unit Class) 100.710299 ---- ----

Fixed Income Fund - Medium Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Medium Term Peso Bond Fund (A Unit Class) 145.069530 5.5886 5.8528
ATRAM Medium Term Peso Bond Fund (D Unit Class) 103.437183 ---- ----
ATRAM Medium Term Peso Bond Fund (Z Unit Class) 106.562673 6.6561 6.8748

Fixed Income Fund - Long Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Long Term Peso Bond Fund (A Unit Class) 1.151600 5.6223 6.2460
ATRAM Long Term Peso Bond Fund (D Unit Class) 1.047200 ---- ----

Multi-Asset Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Diversified Income Fund 106.108940 1.2140 1.6177
ATRAM Philippine Balanced Fund (A Unit Class) 1.015600 -4.7994 -3.2946

Equity Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Artificial Intelligence Feeder Fund (A Unit Class) 118.635031
* as of Dec 10, 2025
---- ----
ATRAM Global Artificial Intelligence Feeder Fund (D Unit Class) 119.383067
* as of Dec 10, 2025
---- ----
ATRAM Philippine Equity Leaders Fund (A Unit Class) 1.088700 -8.4434 -6.0331
ATRAM Philippine Equity Leaders Fund (D Unit Class) 0.989600 ---- ----
ATRAM Philippine Sustainable Development and Growth Fund (A Unit Class) 112.520477 0.1169 -0.0770
ATRAM Philippine Sustainable Development and Growth Fund (D Unit Class) 100.383827 ---- ----
ATRAM Philippine Sustainable Development and Growth Fund (Y Unit Class) 120.093251 1.3457 1.0864

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Dividend Feeder Fund (USD Unit Class) 1.131027
* as of Dec 10, 2025
13.1396 15.3834
ATRAM Global Equity Opportunity Feeder Fund (USD Unit Class) 1.705019
* as of Dec 10, 2025
4.3886 7.2836
ATRAM Global Technology Feeder Fund (A USD Unit Class) 1.020129
* as of Dec 10, 2025
---- ----
ATRAM US Equity Opportunity Feeder Fund (USD Unit Class) 3.029808
* as of Dec 10, 2025
4.3030 6.1289

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Dollar Short Term Income Feeder Fund 0.893549
* as of Dec 10, 2025
-0.2340 0.1903
ATRAM Global Total Return Bond Feeder Fund 0.616560
* as of Dec 10, 2025
-1.3777 0.8955

Feeder Fund - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Allocation Feeder Fund (A USD Unit Class) 1.667866
* as of Dec 10, 2025
11.2557 13.9661
ATRAM Global Multi-Asset Income Feeder Fund (USD Unit Class) 0.909300
* as of Dec 10, 2025
1.1287 3.1420

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM USD Money Market Fund (A Unit Class) 1.122600 4.4473 4.3891

Fixed Income Fund - Medium Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM USD Total Return Bond Fund (A Unit Class) 1.096100 6.5105 8.0966