UNIT INVESTMENT TRUST FUND

Unit Investment Trust Funds - Net Asset Values per unit (UITF NAVpus) as of Feb 16, 2026

Peso

Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Philippine Equity Index Tracker Fund (A Unit Class) Equity Index Tracker Fund 1.180600 7.2785 5.0449
ATRAM Philippine Equity Index Tracker Fund (V Unit Class) Equity Index Tracker Fund 1.205300 8.2248 5.1653
ATRAM Philippine Equity Index Tracker Fund (Z Unit Class) Equity Index Tracker Fund 0.904400 8.3893 5.1873
ATRAM Philippine Equity Smart Index Fund (A Unit Class) Equity Index Tracker Fund 100.117036 5.7568 5.3397
ATRAM Philippine Equity Smart Index Fund (D Unit Class) Equity Index Tracker Fund 99.545102 ---- 5.3918
UnionBank PSE Index Tracker Fund Equity Index Tracker Fund 101.858558 7.4028 5.0419
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Bond Income Feeder Fund Feeder Fund - Fixed Income 97.689654
* as of Feb 15, 2026
3.2705 -1.2435
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 105.806897
* as of Feb 15, 2026
10.1408 1.6652
ATRAM PHP Global Growth Multi-Asset Fund-of-Funds (W Unit Class) Fund of Funds - Multi-Asset 105.590923
* as of Feb 15, 2026
11.7165 2.1652
ATRAM PHP Global Managed Multi-Asset Fund-of-Funds (W Unit Class) Fund of Funds - Multi-Asset 105.836722
* as of Feb 15, 2026
8.5045 1.0594
UnionBank Capital Accumulation Global Fund of Funds (PHP Unit Class) Fund of Funds - Multi-Asset 130.960136
* as of Feb 15, 2026
9.6617 2.4909
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Asian Multi-Asset Income Feeder Fund Feeder Fund - Multi-Asset 110.848603
* as of Feb 15, 2026
14.3315 3.8162
ATRAM Global Allocation Feeder Fund (A PHP Unit Class) Feeder Fund - Multi-Asset 124.483834
* as of Feb 15, 2026
14.1186 0.3643
ATRAM Global Multi-Asset Income Feeder Fund (PHP Unit Class) Feeder Fund - Multi-Asset 104.904609
* as of Feb 15, 2026
4.5904 0.5460
ATRAM US Multi-Asset Income Feeder Fund Feeder Fund - Multi-Asset 134.104324
* as of Feb 15, 2026
3.6730 -0.7746
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Asia Equity Opportunity Feeder Fund Feeder Fund - Equity 172.327190
* as of Feb 15, 2026
34.9784 6.5753
ATRAM Global Consumer Trends Feeder Fund Feeder Fund - Equity 180.625411
* as of Feb 15, 2026
0.0472 -12.3049
ATRAM Global Dividend Feeder Fund (PHP Unit Class) Feeder Fund - Equity 229.668164
* as of Feb 15, 2026
20.8028 5.1368
ATRAM Global Equity Opportunity Fund (PHP Unit Class) Feeder Fund - Equity 129.364165
* as of Feb 15, 2026
8.0643 1.9307
ATRAM Global Financials Feeder Fund Feeder Fund - Equity 288.524713
* as of Feb 15, 2026
26.3945 -5.7109
ATRAM Global Health Care Feeder Fund Feeder Fund - Equity 106.036660
* as of Feb 15, 2026
-0.5731 -1.8440
ATRAM Global Infra Equity Feeder Fund Feeder Fund - Equity 133.156428
* as of Feb 15, 2026
23.6535 9.7733
ATRAM Global Technology Feeder Fund (A PHP Unit Class) Feeder Fund - Equity 418.864636
* as of Feb 15, 2026
18.1194 -1.2668
ATRAM Global Technology Feeder Fund (D PHP Unit Class) Feeder Fund - Equity 99.589832
* as of Feb 15, 2026
---- -1.4059
ATRAM Nasdaq Equity Income Feeder Fund (A PHP Unit Class) Feeder Fund - Equity 95.776363
* as of Feb 15, 2026
---- ----
ATRAM Nasdaq Equity Income Feeder Fund (D PHP Unit Class) Feeder Fund - Equity 95.035425
* as of Feb 15, 2026
---- ----
ATRAM US Equity Opportunity Feeder Fund (PHP Unit Class) Feeder Fund - Equity 107.083798
* as of Feb 15, 2026
---- -6.4353
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Liquid Fund (A Unit Class) Money Market Fund 1.181700 4.2155 0.5959
ATRAM Peso Liquid Fund (V Unit Class) Money Market Fund 1.156100 4.5866 0.6442
ATRAM Peso Money Market Fund (A Unit Class) Money Market Fund 126.927835 3.7010 0.4860
ATRAM Peso Money Market Fund (D Unit Class) Money Market Fund 101.788788 ---- 0.5407
ATRAM Peso Money Market Fund (Z Unit Class) Money Market Fund 101.447179 ---- 0.5543
UnionBank Peso Cash Management Fund (M Unit Class) Money Market Fund 106.083572 4.1063 0.5368
UnionBank PHP Short Term Fixed Income Fund Money Market Fund 175.973405 3.9349 0.6213
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Medium Term Peso Bond Fund (A Unit Class) Fixed Income Fund - Medium Term 146.006633 5.6650 0.8905
ATRAM Medium Term Peso Bond Fund (D Unit Class) Fixed Income Fund - Medium Term 104.237458 ---- 0.9926
ATRAM Medium Term Peso Bond Fund (Z Unit Class) Fixed Income Fund - Medium Term 107.449962 6.7475 1.0269
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Long Term Peso Bond Fund (A Unit Class) Fixed Income Fund - Long Term 1.157200 6.0192 0.8014
ATRAM Long Term Peso Bond Fund (D Unit Class) Fixed Income Fund - Long Term 1.053900 ---- 0.9193
UnionBank PHP Fixed Income Fund Fixed Income Fund - Long Term 353.081378 4.5106 0.6587
UnionBank PHP Tax Exempt Fixed Income Fund Fixed Income Fund - Long Term 310.561559 6.7383 0.9086
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Diversified Income Fund Multi-Asset Fund 107.148825 1.2016 0.9374
ATRAM Philippine Balanced Fund (A Unit Class) Multi-Asset Fund 1.052100 3.8393 2.9351
UnionBank PHP Balanced Fund Multi-Asset Fund 146.857483 4.6128 2.5630
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Artificial Intelligence Feeder Fund (A Unit Class) Equity Fund 114.230335
* as of Feb 15, 2026
---- -4.1685
ATRAM Global Artificial Intelligence Feeder Fund (D Unit Class) Equity Fund 114.963248
* as of Feb 15, 2026
---- -4.3405
ATRAM Philippine Equity Leaders Fund (A Unit Class) Equity Fund 1.144700 1.4086 3.5646
ATRAM Philippine Equity Leaders Fund (D Unit Class) Equity Fund 1.043400 ---- 3.7796
ATRAM Philippine Sustainable Development and Growth Fund (A Unit Class) Equity Fund 123.061586 15.2937 6.0916
ATRAM Philippine Sustainable Development and Growth Fund (D Unit Class) Equity Fund 110.009925 ---- 6.2745
ATRAM Philippine Sustainable Development and Growth Fund (Y Unit Class) Equity Fund 131.569966 16.6498 6.2480
UnionBank PHP Equity Fund Equity Fund 507.796427 3.3974 3.4033

Dollar

Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Dividend Feeder Fund (USD Unit Class) Feeder Fund - Equity 1.234080
* as of Feb 15, 2026
20.7094 6.6105
ATRAM Global Equity Opportunity Feeder Fund (USD Unit Class) Feeder Fund - Equity 1.781071
* as of Feb 15, 2026
7.8901 3.2869
ATRAM Global Technology Feeder Fund (A USD Unit Class) Feeder Fund - Equity 1.015046
* as of Feb 15, 2026
---- 0.0787
ATRAM Nasdaq Equity Income Feeder Fund (A USD Unit Class) Feeder Fund - Equity 0.966567
* as of Feb 15, 2026
---- ----
ATRAM US Equity Opportunity Feeder Fund (USD Unit Class) Feeder Fund - Equity 2.857655
* as of Feb 15, 2026
-3.5746 -5.2357
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Dollar Short Term Income Feeder Fund Feeder Fund - Fixed Income 0.891257
* as of Feb 15, 2026
0.4360 -0.4804
ATRAM Global Total Return Bond Feeder Fund Feeder Fund - Fixed Income 0.625135
* as of Feb 15, 2026
2.2816 0.8331
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Allocation Feeder Fund (A USD Unit Class) Feeder Fund - Multi-Asset 1.720094
* as of Feb 15, 2026
13.7678 1.7033
ATRAM Global Multi-Asset Income Feeder Fund (USD Unit Class) Feeder Fund - Multi-Asset 0.929851
* as of Feb 15, 2026
4.2974 1.9077
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
UnionBank Capital Accumulation Global Fund of Funds (USD Unit Class) Fund of Funds - Multi-Asset 115.979461
* as of Feb 15, 2026
6.4475 2.0931
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM USD Money Market Fund (A Unit Class) Money Market Fund 1.126700 4.2469 0.2402
UnionBank USD Short Term Fixed Income Fund Money Market Fund 1.192635 3.5105 0.4366
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM USD Total Return Bond Fund (A Unit Class) Fixed Income Fund - Medium Term 1.102600 8.1298 0.4555
UnionBank USD Fixed Income Fund Fixed Income Fund - Medium Term 2.604373 4.1244 -0.2820