UNIT INVESTMENT TRUST FUND

Unit Investment Trust Funds - Net Asset Values per unit (UITF NAVpus) as of Aug 24, 2026

Peso

Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Philippine Equity Index Tracker (D Unit Class) Equity Index Tracker Fund 1.002500 ---- ----
ATRAM Philippine Equity Index Tracker Fund (A Unit Class) Equity Index Tracker Fund 1.182600 1.9922 5.2229
ATRAM Philippine Equity Index Tracker Fund (V Unit Class) Equity Index Tracker Fund 1.212700 2.8845 5.8110
ATRAM Philippine Equity Index Tracker Fund (Z Unit Class) Equity Index Tracker Fund 0.910700 3.0437 5.9200
ATRAM Philippine Equity Smart Index Fund (A Unit Class) Equity Index Tracker Fund 98.092100 -0.3257 3.2091
ATRAM Philippine Equity Smart Index Fund (D Unit Class) Equity Index Tracker Fund 98.011228 0.5143 3.7679
ATRAM PSE Index Tracker Fund Equity Index Tracker Fund 101.584499 1.6215 4.7593
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Bond Income Feeder Fund Feeder Fund - Fixed Income 100.602676
* as of Aug 23, 2026
6.7324 1.7014
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Capital Accumulation Fund-of-Funds (PHP Unit Class) Fund of Funds - Multi-Asset 131.033272
* as of Aug 23, 2026
5.9819 2.5481
ATRAM PHP Global Balanced Multi-Asset Fund-of-Funds (W Unit Class) Fund of Funds - Multi-Asset 112.074211
* as of Aug 23, 2026
11.2166 7.6872
ATRAM PHP Global Growth Multi-Asset Fund-of-Funds (W Unit Class) Fund of Funds - Multi-Asset 113.243340
* as of Aug 23, 2026
13.4417 9.5693
ATRAM PHP Global Managed Multi-Asset Fund-of-Funds (W Unit Class) Fund of Funds - Multi-Asset 110.806679
* as of Aug 23, 2026
8.9577 5.8051
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Asian Multi-Asset Income Feeder Fund Feeder Fund - Multi-Asset 125.499065
* as of Aug 23, 2026
27.1680 17.5373
ATRAM Global Allocation Feeder Fund (A PHP Unit Class) Feeder Fund - Multi-Asset 138.025096
* as of Aug 23, 2026
22.0872 11.2818
ATRAM Global Multi-Asset Income Feeder Fund (PHP Unit Class) Feeder Fund - Multi-Asset 112.914854
* as of Aug 23, 2026
13.9097 8.2235
ATRAM PERA Global Allocation Feeder Fund Feeder Fund - Multi-Asset 97.527061
* as of Aug 23, 2026
---- ----
ATRAM US Multi-Asset Income Feeder Fund (A PHP Unit Class) Feeder Fund - Multi-Asset 140.844367
* as of Aug 23, 2026
10.1748 4.2125
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Asia Equity Opportunity Feeder Fund Feeder Fund - Equity 198.505951
* as of Aug 23, 2026
39.8409 22.7655
ATRAM Global Consumer Trends Feeder Fund Feeder Fund - Equity 210.875667
* as of Aug 23, 2026
9.0748 2.3818
ATRAM Global Dividend Feeder Fund (PHP Unit Class) Feeder Fund - Equity 246.226841
* as of Aug 23, 2026
17.3562 12.7169
ATRAM Global Equity Opportunity Feeder Fund (PHP Unit Class) Feeder Fund - Equity 144.684502
* as of Aug 23, 2026
22.2516 14.0022
ATRAM Global Financials Feeder Fund Feeder Fund - Equity 338.985927
* as of Aug 23, 2026
26.1092 10.7797
ATRAM Global Gold Equity Feeder Fund (A PHP Unit Class) Feeder Fund - Equity 127.510711
* as of Aug 23, 2026
---- ----
ATRAM Global Health Care Feeder Fund Feeder Fund - Equity 113.337822
* as of Aug 23, 2026
14.3943 4.9145
ATRAM Global Infra Equity Feeder Fund Feeder Fund - Equity 141.889515
* as of Aug 23, 2026
18.5605 16.9728
ATRAM Global Technology Feeder Fund (A PHP Unit Class) Feeder Fund - Equity 509.376899
* as of Aug 23, 2026
34.9743 20.0685
ATRAM Global Technology Feeder Fund (D PHP Unit Class) Feeder Fund - Equity 120.336004
* as of Aug 23, 2026
---- 19.1329
ATRAM Nasdaq Equity Income Feeder Fund (A PHP Unit Class) Feeder Fund - Equity 104.890941
* as of Aug 23, 2026
---- ----
ATRAM Nasdaq Equity Income Feeder Fund (D PHP Unit Class) Feeder Fund - Equity 104.763063
* as of Aug 23, 2026
---- ----
ATRAM PERA Global Dividend Accumulation Feeder Fund Feeder Fund - Equity 98.626201
* as of Aug 23, 2026
---- ----
ATRAM US Equity Opportunity Feeder Fund (PHP Unit Class) Feeder Fund - Equity 124.902456
* as of Aug 23, 2026
14.4174 9.1338
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Cash Management Fund (M Unit Class) Money Market Fund 107.879170 3.5805 2.2385
ATRAM Peso Liquid Fund (A Unit Class) Money Market Fund 1.198700 3.5147 2.0431
ATRAM Peso Liquid Fund (V Unit Class) Money Market Fund 1.175100 3.9084 2.2983
ATRAM Peso Money Market Fund (A Unit Class) Money Market Fund 128.882843 3.2695 2.0337
ATRAM Peso Money Market Fund (D Unit Class) Money Market Fund 103.573910 ---- 2.3039
ATRAM Peso Money Market Fund (Z Unit Class) Money Market Fund 103.281750 ---- 2.3727
ATRAM Short Term Peso Bond Fund Money Market Fund 178.671870 3.3499 2.1643
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Medium Term Peso Bond Fund (A Unit Class) Fixed Income Fund - Medium Term 146.900723 3.4434 1.5083
ATRAM Medium Term Peso Bond Fund (D Unit Class) Fixed Income Fund - Medium Term 105.334172 4.9725 2.0552
ATRAM Medium Term Peso Bond Fund (Z Unit Class) Fixed Income Fund - Medium Term 108.682045 4.5177 2.1853
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Long Term Peso Bond Fund (A Unit Class) Fixed Income Fund - Long Term 1.156200 2.3911 0.7143
ATRAM Long Term Peso Bond Fund (D Unit Class) Fixed Income Fund - Long Term 1.057100 3.1820 1.2257
ATRAM Peso Fixed Income Fund Fixed Income Fund - Long Term 346.884783 0.1098 -1.1078
ATRAM Tax-Exempt Peso Bond Fund Fixed Income Fund - Long Term 308.504678 2.1381 0.2403
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Balanced Fund Multi-Asset Fund 145.932158 0.4195 1.9168
ATRAM Peso Diversified Income Fund Multi-Asset Fund 103.361315 -3.4470 -2.6305
ATRAM Philippine Balanced Fund (A Unit Class) Multi-Asset Fund 1.022900 -1.7387 0.0783
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Artificial Intelligence Feeder Fund (A Unit Class) Equity Fund 139.967629
* as of Aug 23, 2026
29.0291 17.4234
ATRAM Global Artificial Intelligence Feeder Fund (D Unit Class) Equity Fund 141.153755
* as of Aug 23, 2026
29.2850 17.4523
ATRAM Philippine Alpha Opportunity Fund (A Unit Class) Equity Fund 106.543031 ---- ----
ATRAM Philippine Alpha Opportunity Fund (D Unit Class) Equity Fund 106.879014 ---- ----
ATRAM Philippine Equity Opportunity Fund Equity Fund 494.973589 -2.8302 0.7922
ATRAM Philippine Sustainable Development and Growth Fund (A Unit Class) Equity Fund 115.934984 2.9244 -0.0523
ATRAM Philippine Sustainable Development and Growth Fund (D Unit Class) Equity Fund 104.243059 4.1414 0.7034
ATRAM Philippine Sustainable Development and Growth Fund (Y Unit Class) Equity Fund 124.730466 4.1207 0.7248
ATRAM Soldivo Philippine Equity Leaders Fund (A Unit Class) Equity Fund 1.157800 5.4751 4.7498
ATRAM Soldivo Philippine Equity Leaders Fund (D Unit Class) Equity Fund 1.063700 ---- 5.7987

Dollar

Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Dividend Feeder Fund (USD Unit Class) Feeder Fund - Equity 1.245852
* as of Aug 23, 2026
8.5926 7.6275
ATRAM Global Equity Opportunity Feeder Fund (USD Unit Class) Feeder Fund - Equity 1.872945
* as of Aug 23, 2026
12.9758 8.6148
ATRAM Global Gold Equity Feeder Fund (A USD Unit Class) Feeder Fund - Equity 1.276108
* as of Aug 23, 2026
---- ----
ATRAM Global Gold Equity Feeder Fund (D USD Unit Class) Feeder Fund - Equity 1.277411
* as of Aug 23, 2026
---- ----
ATRAM Global Technology Feeder Fund (A USD Unit Class) Feeder Fund - Equity 1.159253
* as of Aug 23, 2026
---- 14.2968
ATRAM Nasdaq Equity Income Feeder Fund (A USD Unit Class) Feeder Fund - Equity 0.999141
* as of Aug 23, 2026
---- ----
ATRAM US Equity Opportunity Feeder Fund (USD Unit Class) Feeder Fund - Equity 3.161401
* as of Aug 23, 2026
6.5179 4.8370
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Dollar Short Term Income Feeder Fund Feeder Fund - Fixed Income 0.884268
* as of Aug 23, 2026
-0.4396 -1.2608
ATRAM Global Total Return Bond Feeder Fund Feeder Fund - Fixed Income 0.606414
* as of Aug 23, 2026
-1.1656 -2.1866
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Allocation Feeder Fund (A USD Unit Class) Feeder Fund - Multi-Asset 1.794600
* as of Aug 23, 2026
12.7288 6.1085
ATRAM Global Multi-Asset Income Feeder Fund (USD Unit Class) Feeder Fund - Multi-Asset 0.941688
* as of Aug 23, 2026
5.2415 3.2050
ATRAM US Multi-Asset Income Feeder Fund (A USD Unit Class) Feeder Fund - Multi-Asset 1.000021
* as of Aug 23, 2026
---- ----
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Capital Accumulation Fund-of-Funds (USD Unit Class) Fund of Funds - Multi-Asset 104.275484
* as of Aug 23, 2026
-6.1503 -8.2095
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Dollar Money Market Fund Money Market Fund 1.208407 2.8335 1.7649
ATRAM USD Money Market Fund (A Unit Class) Money Market Fund 1.140500 2.0673 1.4680
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Medium Term Dollar Bond Fund Fixed Income Fund - Medium Term 2.630804 1.9260 0.7301
ATRAM USD Total Return Bond Fund (A Unit Class) Fixed Income Fund - Medium Term 1.095000 1.5017 -0.2369