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%
ATRAM Philippine Equity Index Tracker Fund (A Unit Class) Equity Index Tracker Fund 1.060800 -12.6338 -10.3145
ATRAM Philippine Equity Index Tracker Fund (V Unit Class) Equity Index Tracker Fund 1.080600 -11.8669 -9.6186
ATRAM Philippine Equity Index Tracker Fund (Z Unit Class) Equity Index Tracker Fund 0.810500 -11.7391 -9.5020
ATRAM Philippine Equity Smart Index Fund (A Unit Class) Equity Index Tracker Fund 90.312984 -12.7623 -10.7364
ATRAM Philippine Equity Smart Index Fund (D Unit Class) Equity Index Tracker Fund 89.711735 ---- ----
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Bond Income Feeder Fund Feeder Fund - Fixed Income 98.854198
* as of Nov 12, 2025
3.1427 4.7841
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM PHP Global Balanced Multi-Asset Fund-of-Funds (W Unit Class) Fund of Funds - Multi-Asset 102.441265
* as of Nov 12, 2025
3.8475 6.2887
ATRAM PHP Global Growth Multi-Asset Fund-of-Funds (W Unit Class) Fund of Funds - Multi-Asset 101.149963
* as of Nov 12, 2025
3.0819 6.5155
ATRAM PHP Global Managed Multi-Asset Fund-of-Funds (W Unit Class) Fund of Funds - Multi-Asset 103.556700
* as of Nov 12, 2025
4.4224 5.7849
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Asian Multi-Asset Income Feeder Fund Feeder Fund - Multi-Asset 107.893717
* as of Nov 12, 2025
7.4332 10.1829
ATRAM Global Allocation Feeder Fund (A PHP Unit Class) Feeder Fund - Multi-Asset 123.431436
* as of Nov 12, 2025
12.2624 15.4205
ATRAM Global Multi-Asset Income Feeder Fund (PHP Unit Class) Feeder Fund - Multi-Asset 105.318232
* as of Nov 12, 2025
3.1423 6.7089
ATRAM US Multi-Asset Income Feeder Fund Feeder Fund - Multi-Asset 137.153340
* as of Nov 12, 2025
5.1502 8.1867
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Asia Equity Opportunity Feeder Fund Feeder Fund - Equity 163.721398
* as of Nov 12, 2025
27.9968 30.6059
ATRAM Global Consumer Trends Feeder Fund Feeder Fund - Equity 213.645416
* as of Nov 12, 2025
30.2605 27.1220
ATRAM Global Dividend Feeder Fund (PHP Unit Class) Feeder Fund - Equity 214.320282
* as of Nov 12, 2025
12.8410 17.5145
ATRAM Global Equity Opportunity Fund (PHP Unit Class) Feeder Fund - Equity 128.489902
* as of Nov 12, 2025
6.5827 11.6141
ATRAM Global Financials Feeder Fund Feeder Fund - Equity 290.002176
* as of Nov 12, 2025
32.7759 35.2143
ATRAM Global Health Care Feeder Fund Feeder Fund - Equity 107.250890
* as of Nov 12, 2025
-3.5271 4.5284
ATRAM Global Infra Equity Feeder Fund Feeder Fund - Equity 122.536759
* as of Nov 12, 2025
10.1708 17.4102
ATRAM Global Technology Feeder Fund (A PHP Unit Class) Feeder Fund - Equity 423.488727
* as of Nov 12, 2025
23.1925 24.4154
ATRAM Global Technology Feeder Fund (D PHP Unit Class) Feeder Fund - Equity 101.206192
* as of Nov 12, 2025
---- ----
ATRAM US Equity Opportunity Feeder Fund (PHP Unit Class) Feeder Fund - Equity 115.002920
* as of Nov 12, 2025
---- ----
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Liquid Fund (A Unit Class) Money Market Fund 1.169600 4.1682 3.7431
ATRAM Peso Liquid Fund (V Unit Class) Money Market Fund 1.143200 4.5355 4.0692
ATRAM Peso Money Market Fund (A Unit Class) Money Market Fund 125.809628 3.9012 3.3702
ATRAM Peso Money Market Fund (D Unit Class) Money Market Fund 100.785630 ---- ----
ATRAM Peso Money Market Fund (Z Unit Class) Money Market Fund 100.420842 ---- ----
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Medium Term Peso Bond Fund (A Unit Class) Fixed Income Fund - Medium Term 145.030796 5.8308 5.8246
ATRAM Medium Term Peso Bond Fund (D Unit Class) Fixed Income Fund - Medium Term 103.349085 ---- ----
ATRAM Medium Term Peso Bond Fund (Z Unit Class) Fixed Income Fund - Medium Term 106.451018 6.8998 6.7628
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Long Term Peso Bond Fund (A Unit Class) Fixed Income Fund - Long Term 1.152100 6.0182 6.2921
ATRAM Long Term Peso Bond Fund (D Unit Class) Fixed Income Fund - Long Term 1.047100 ---- ----
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Diversified Income Fund Multi-Asset Fund 105.571744 1.2441 1.1032
ATRAM Philippine Balanced Fund (A Unit Class) Multi-Asset Fund 0.992500 -7.4506 -5.4942
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Artificial Intelligence Feeder Fund (A Unit Class) Equity Fund 118.862139
* as of Nov 12, 2025
---- ----
ATRAM Global Artificial Intelligence Feeder Fund (D Unit Class) Equity Fund 119.743518
* as of Nov 12, 2025
---- ----
ATRAM Philippine Equity Leaders Fund (A Unit Class) Equity Fund 1.037300 -12.6116 -10.4695
ATRAM Philippine Equity Leaders Fund (D Unit Class) Equity Fund 0.941800 ---- ----
ATRAM Philippine Sustainable Development and Growth Fund (A Unit Class) Equity Fund 108.380223 -4.9051 -3.7537
ATRAM Philippine Sustainable Development and Growth Fund (D Unit Class) Equity Fund 96.605389 ---- ----
ATRAM Philippine Sustainable Development and Growth Fund (Y Unit Class) Equity Fund 115.581943 -3.7270 -2.7109

Dollar

Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Dividend Feeder Fund (USD Unit Class) Feeder Fund - Equity 1.127655
* as of Nov 12, 2025
---- 15.0394
ATRAM Global Equity Opportunity Feeder Fund (USD Unit Class) Feeder Fund - Equity 1.733140
* as of Nov 12, 2025
5.9656 9.0531
ATRAM Global Technology Feeder Fund (A USD Unit Class) Feeder Fund - Equity 100.655281
* as of Nov 11, 2025
---- ----
ATRAM US Equity Opportunity Feeder Fund (USD Unit Class) Feeder Fund - Equity 3.010754
* as of Nov 12, 2025
3.5717 5.4615
ATRAM USD Global Technology Leaders Feeder Fund (A Unit Class) Feeder Fund - Equity 2.465600 25.8409 23.6696
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Dollar Short Term Income Feeder Fund Feeder Fund - Fixed Income 0.891321
* as of Nov 12, 2025
-0.2402 -0.0595
ATRAM Global Total Return Bond Feeder Fund Feeder Fund - Fixed Income 0.622321
* as of Nov 12, 2025
0.6344 1.8382
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Allocation Feeder Fund (A USD Unit Class) Feeder Fund - Multi-Asset 1.673411
* as of Nov 12, 2025
13.1328 14.3450
ATRAM Global Multi-Asset Income Feeder Fund (USD Unit Class) Feeder Fund - Multi-Asset 0.915052
* as of Nov 12, 2025
2.0289 3.7945
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Developed Markets Multi-Asset Fund-of-Funds (A Unit Class) Fund of Funds - Multi-Asset 1.323900 11.5333 12.8837
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM USD Money Market Fund (A Unit Class) Money Market Fund 1.121100 4.7365 4.2496
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM USD Total Return Bond Fund (A Unit Class) Fixed Income Fund - Medium Term 1.095400 6.9413 8.0276