UNIT INVESTMENT TRUST FUND

Unit Investment Trust Funds - Net Asset Values per unit (UITF NAVpus) as of Nov 13, 2025

Peso

Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
UnionBank PSE Index Tracker Fund Equity Index Tracker Fund 91.533700 -12.7293 -10.3736
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 174.686160 4.5774 4.1840
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
UnionBank PHP Fixed Income Fund Fixed Income Fund - Long Term 352.341364 4.2113 3.8407
UnionBank PHP Tax Exempt Fixed Income Fund Fixed Income Fund - Long Term 308.441688 6.3704 5.8167
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
UnionBank PHP Balanced Fund Multi-Asset Fund 138.953438 -5.7414 -3.8458
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
UnionBank PHP Equity Fund Equity Fund 466.064263 -13.1914 -10.2367

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 1.183368 3.7383 3.4040
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
UnionBank USD Fixed Income Fund Fixed Income Fund - Medium Term 2.612492 4.6042 4.6832