UNIT INVESTMENT TRUST FUND

Unit Investment Trust Funds - Net Asset Values per unit (UITF NAVpus) as of Mar 31, 2026

Peso

Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Philippine Equity Index Tracker Fund (A Unit Class) Equity Index Tracker Fund 1.116900 -1.4471 -0.6228
ATRAM Philippine Equity Index Tracker Fund (V Unit Class) Equity Index Tracker Fund 1.141400 -0.5922 -0.4101
ATRAM Philippine Equity Index Tracker Fund (Z Unit Class) Equity Index Tracker Fund 0.856600 -0.4417 -0.3722
ATRAM Philippine Equity Smart Index Fund (A Unit Class) Equity Index Tracker Fund 93.973328 -3.3866 -1.1245
ATRAM Philippine Equity Smart Index Fund (D Unit Class) Equity Index Tracker Fund 93.566783 ---- -0.9376
UnionBank PSE Index Tracker Fund Equity Index Tracker Fund 96.356946 -0.8541 -0.6316
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Bond Income Feeder Fund Feeder Fund - Fixed Income 99.091705
* as of Mar 30, 2026
5.1036 0.1739
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 102.511713
* as of Mar 30, 2026
7.7836 -1.5010
ATRAM PHP Global Growth Multi-Asset Fund-of-Funds (W Unit Class) Fund of Funds - Multi-Asset 101.529815
* as of Mar 30, 2026
8.9497 -1.7642
ATRAM PHP Global Managed Multi-Asset Fund-of-Funds (W Unit Class) Fund of Funds - Multi-Asset 103.232174
* as of Mar 30, 2026
6.3726 -1.4275
UnionBank Capital Accumulation Global Fund of Funds (PHP Unit Class) Fund of Funds - Multi-Asset 128.585753
* as of Mar 30, 2026
8.6834 0.6327
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Asian Multi-Asset Income Feeder Fund Feeder Fund - Multi-Asset 110.047865
* as of Mar 30, 2026
14.9099 3.0663
ATRAM Global Allocation Feeder Fund (A PHP Unit Class) Feeder Fund - Multi-Asset 121.305069
* as of Mar 30, 2026
17.1147 -2.1986
ATRAM Global Multi-Asset Income Feeder Fund (PHP Unit Class) Feeder Fund - Multi-Asset 105.269814
* as of Mar 30, 2026
8.9259 0.8961
ATRAM US Multi-Asset Income Feeder Fund Feeder Fund - Multi-Asset 135.413471
* as of Mar 30, 2026
11.9689 0.1941
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Asia Equity Opportunity Feeder Fund Feeder Fund - Equity 166.736377
* as of Mar 30, 2026
31.4803 3.1177
ATRAM Global Consumer Trends Feeder Fund Feeder Fund - Equity 178.896376
* as of Mar 30, 2026
18.4564 -13.1444
ATRAM Global Dividend Feeder Fund (PHP Unit Class) Feeder Fund - Equity 221.860404
* as of Mar 30, 2026
15.2875 1.5625
ATRAM Global Equity Opportunity Fund (PHP Unit Class) Feeder Fund - Equity 124.206067
* as of Mar 30, 2026
14.0081 -2.1335
ATRAM Global Financials Feeder Fund Feeder Fund - Equity 267.819758
* as of Mar 30, 2026
24.9712 -12.4772
ATRAM Global Health Care Feeder Fund Feeder Fund - Equity 100.689769
* as of Mar 30, 2026
-1.3536 -6.7935
ATRAM Global Infra Equity Feeder Fund Feeder Fund - Equity 138.358830
* as of Mar 30, 2026
24.2178 14.0621
ATRAM Global Technology Feeder Fund (A PHP Unit Class) Feeder Fund - Equity 406.049065
* as of Mar 30, 2026
24.8375 -4.2876
ATRAM Global Technology Feeder Fund (D PHP Unit Class) Feeder Fund - Equity 96.556077
* as of Mar 30, 2026
---- -4.4093
ATRAM Nasdaq Equity Income Feeder Fund (A PHP Unit Class) Feeder Fund - Equity 94.308102
* as of Mar 30, 2026
---- ----
ATRAM Nasdaq Equity Income Feeder Fund (D PHP Unit Class) Feeder Fund - Equity 93.657559
* as of Mar 30, 2026
---- ----
ATRAM US Equity Opportunity Feeder Fund (PHP Unit Class) Feeder Fund - Equity 102.915299
* as of Mar 30, 2026
---- -10.0775
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Liquid Fund (A Unit Class) Money Market Fund 1.182600 3.8006 0.6725
ATRAM Peso Liquid Fund (V Unit Class) Money Market Fund 1.157400 4.1577 0.7574
ATRAM Peso Money Market Fund (A Unit Class) Money Market Fund 127.230369 3.4580 0.7255
ATRAM Peso Money Market Fund (D Unit Class) Money Market Fund 102.080161 ---- 0.8285
ATRAM Peso Money Market Fund (Z Unit Class) Money Market Fund 101.750347 ---- 0.8548
UnionBank Peso Cash Management Fund (M Unit Class) Money Market Fund 106.331302 3.8186 0.7715
UnionBank PHP Short Term Fixed Income Fund Money Market Fund 176.183308 3.5086 0.7414
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Medium Term Peso Bond Fund (A Unit Class) Fixed Income Fund - Medium Term 142.309726 2.5059 -1.6641
ATRAM Medium Term Peso Bond Fund (D Unit Class) Fixed Income Fund - Medium Term 101.688919 ---- -1.4766
ATRAM Medium Term Peso Bond Fund (Z Unit Class) Fixed Income Fund - Medium Term 104.857819 3.5627 -1.4103
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Long Term Peso Bond Fund (A Unit Class) Fixed Income Fund - Long Term 1.113800 1.5870 -2.9791
ATRAM Long Term Peso Bond Fund (D Unit Class) Fixed Income Fund - Long Term 1.015200 ---- -2.7866
UnionBank PHP Fixed Income Fund Fixed Income Fund - Long Term 342.347601 0.8544 -2.4013
UnionBank PHP Tax Exempt Fixed Income Fund Fixed Income Fund - Long Term 301.289413 2.8269 -2.1041
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Diversified Income Fund Multi-Asset Fund 102.051179 -2.3099 -3.8647
ATRAM Philippine Balanced Fund (A Unit Class) Multi-Asset Fund 1.004300 -2.5235 -1.7415
UnionBank PHP Balanced Fund Multi-Asset Fund 140.045496 -1.6667 -2.1944
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Artificial Intelligence Feeder Fund (A Unit Class) Equity Fund 109.835186
* as of Mar 30, 2026
---- -7.8557
ATRAM Global Artificial Intelligence Feeder Fund (D Unit Class) Equity Fund 110.601989
* as of Mar 30, 2026
---- -7.9695
ATRAM Philippine Sustainable Development and Growth Fund (A Unit Class) Equity Fund 114.671383 2.9175 -1.1416
ATRAM Philippine Sustainable Development and Growth Fund (D Unit Class) Equity Fund 102.533929 ---- -0.9477
ATRAM Philippine Sustainable Development and Growth Fund (Y Unit Class) Equity Fund 122.779598 4.1422 -0.8506
ATRAM Soldivo Philippine Equity Leaders Fund (A Unit Class) Equity Fund 1.073000 -7.1398 -2.9223
ATRAM Soldivo Philippine Equity Leaders Fund (D Unit Class) Equity Fund 0.979800 ---- -2.5463
UnionBank PHP Equity Fund Equity Fund 474.999728 -5.6244 -3.2751

Dollar

Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Dividend Feeder Fund (USD Unit Class) Feeder Fund - Equity 1.140727
* as of Mar 30, 2026
9.3984 -1.4541
ATRAM Global Equity Opportunity Feeder Fund (USD Unit Class) Feeder Fund - Equity 1.633947
* as of Mar 30, 2026
7.7496 -5.2450
ATRAM Global Technology Feeder Fund (A USD Unit Class) Feeder Fund - Equity 0.940025
* as of Mar 30, 2026
---- -7.3180
ATRAM Nasdaq Equity Income Feeder Fund (A USD Unit Class) Feeder Fund - Equity 0.910814
* as of Mar 30, 2026
---- ----
ATRAM US Equity Opportunity Feeder Fund (USD Unit Class) Feeder Fund - Equity 2.624870
* as of Mar 30, 2026
3.1919 -12.9552
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Dollar Short Term Income Feeder Fund Feeder Fund - Fixed Income 0.886233
* as of Mar 30, 2026
-0.5309 -1.0414
ATRAM Global Total Return Bond Feeder Fund Feeder Fund - Fixed Income 0.606867
* as of Mar 30, 2026
-0.8259 -2.1135
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Allocation Feeder Fund (A USD Unit Class) Feeder Fund - Multi-Asset 1.602737
* as of Mar 30, 2026
10.7463 -5.2357
ATRAM Global Multi-Asset Income Feeder Fund (USD Unit Class) Feeder Fund - Multi-Asset 0.892057
* as of Mar 30, 2026
3.0401 -2.2343
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
UnionBank Capital Accumulation Global Fund of Funds (USD Unit Class) Fund of Funds - Multi-Asset 111.617572
* as of Mar 30, 2026
3.5251 -1.7465
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM USD Money Market Fund (A Unit Class) Money Market Fund 1.129800 4.2251 0.5160
UnionBank USD Short Term Fixed Income Fund Money Market Fund 1.194782 3.1781 0.6175
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM USD Total Return Bond Fund (A Unit Class) Fixed Income Fund - Medium Term 1.086300 4.4519 -1.0295
UnionBank USD Fixed Income Fund Fixed Income Fund - Medium Term 2.564680 0.8721 -1.8018