UNIT INVESTMENT TRUST FUND

Unit Investment Trust Funds - Net Asset Values per unit (UITF NAVpus) as of Dec 26, 2025

Peso

Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
UnionBank PSE Index Tracker Fund Equity Index Tracker Fund 97.173678 -4.9995 -4.8511
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
UnionBank PHP Capital Accumulation  Global Fund of Funds Fund of Funds - Multi-Asset 0 ---- ----
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
UnionBank PHP Short Term Fixed Income Fund Money Market Fund 174.834364 4.2873 4.2724
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
UnionBank PHP Fixed Income Fund Fixed Income Fund - Long Term 350.947417 3.4409 3.4299
UnionBank PHP Tax Exempt Fixed Income Fund Fixed Income Fund - Long Term 307.948207 5.6734 5.6474
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
UnionBank PHP Balanced Fund Multi-Asset Fund 143.535172 -0.9923 -0.6753
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
UnionBank PHP Equity Fund Equity Fund 492.470747 -5.3668 -5.1509

Dollar

Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
UnionBank USD Capital Accumulation  Global Fund of Funds Fund of Funds - Multi-Asset 0 ---- ----
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
UnionBank USD Short Term Fixed Income Fund Money Market Fund 1.187359 3.7625 3.7528
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
UnionBank USD Fixed Income Fund Fixed Income Fund - Medium Term 2.611179 4.6858 4.6306