UNIT INVESTMENT TRUST FUND

Unit Investment Trust Funds - Net Asset Values per unit (UITF NAVpus) as of Dec 26, 2025

Peso

Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Philippine Equity Index Tracker Fund (A Unit Class) Equity Index Tracker Fund 1.126300 -4.8894 -4.7768
ATRAM Philippine Equity Index Tracker Fund (V Unit Class) Equity Index Tracker Fund 1.148400 -4.0602 -3.9478
ATRAM Philippine Equity Index Tracker Fund (Z Unit Class) Equity Index Tracker Fund 0.861600 -3.9036 -3.7963
ATRAM Philippine Equity Smart Index Fund (A Unit Class) Equity Index Tracker Fund 95.272655 -6.0127 -5.8343
ATRAM Philippine Equity Smart Index Fund (D Unit Class) Equity Index Tracker Fund 94.673824 ---- ----
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Bond Income Feeder Fund Feeder Fund - Fixed Income 98.770159
* as of Dec 25, 2025
3.7219 4.6950
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 104.058108
* as of Dec 25, 2025
7.6617 7.9663
ATRAM PHP Global Growth Multi-Asset Fund-of-Funds (W Unit Class) Fund of Funds - Multi-Asset 103.301136
* as of Dec 25, 2025
8.4765 8.7808
ATRAM PHP Global Managed Multi-Asset Fund-of-Funds (W Unit Class) Fund of Funds - Multi-Asset 104.743518
* as of Dec 25, 2025
6.8547 6.9973
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Asian Multi-Asset Income Feeder Fund Feeder Fund - Multi-Asset 106.262264
* as of Dec 25, 2025
7.9264 8.5168
ATRAM Global Allocation Feeder Fund (A PHP Unit Class) Feeder Fund - Multi-Asset 123.884541
* as of Dec 25, 2025
15.2677 15.8442
ATRAM Global Multi-Asset Income Feeder Fund (PHP Unit Class) Feeder Fund - Multi-Asset 104.018943
* as of Dec 25, 2025
4.7410 5.3924
ATRAM US Multi-Asset Income Feeder Fund Feeder Fund - Multi-Asset 135.166387
* as of Dec 25, 2025
6.0010 6.6194
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Asia Equity Opportunity Feeder Fund Feeder Fund - Equity 160.279334
* as of Dec 25, 2025
26.9498 27.8600
ATRAM Global Consumer Trends Feeder Fund Feeder Fund - Equity 210.401642
* as of Dec 25, 2025
25.4995 25.1919
ATRAM Global Dividend Feeder Fund (PHP Unit Class) Feeder Fund - Equity 218.126655
* as of Dec 25, 2025
19.0148 19.6016
ATRAM Global Equity Opportunity Fund (PHP Unit Class) Feeder Fund - Equity 126.414530
* as of Dec 25, 2025
9.7970 9.8113
ATRAM Global Financials Feeder Fund Feeder Fund - Equity 307.515434
* as of Dec 25, 2025
45.1677 43.3799
ATRAM Global Health Care Feeder Fund Feeder Fund - Equity 108.012450
* as of Dec 25, 2025
5.1517 5.2707
ATRAM Global Infra Equity Feeder Fund Feeder Fund - Equity 120.217713
* as of Dec 25, 2025
14.6304 15.1882
ATRAM Global Technology Feeder Fund (A PHP Unit Class) Feeder Fund - Equity 422.524008
* as of Dec 25, 2025
22.5565 24.1320
ATRAM Global Technology Feeder Fund (D PHP Unit Class) Feeder Fund - Equity 100.602146
* as of Dec 25, 2025
---- ----
ATRAM US Equity Opportunity Feeder Fund (PHP Unit Class) Feeder Fund - Equity 114.918638
* as of Dec 25, 2025
---- ----
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Liquid Fund (A Unit Class) Money Market Fund 1.174500 4.2332 4.1778
ATRAM Peso Liquid Fund (V Unit Class) Money Market Fund 1.148500 4.5993 4.5517
ATRAM Peso Money Market Fund (A Unit Class) Money Market Fund 126.280033 3.7659 3.7567
ATRAM Peso Money Market Fund (D Unit Class) Money Market Fund 101.210794 ---- ----
ATRAM Peso Money Market Fund (Z Unit Class) Money Market Fund 100.856647 ---- ----
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Medium Term Peso Bond Fund (A Unit Class) Fixed Income Fund - Medium Term 144.751095 5.6458 5.6205
ATRAM Medium Term Peso Bond Fund (D Unit Class) Fixed Income Fund - Medium Term 103.230169 ---- ----
ATRAM Medium Term Peso Bond Fund (Z Unit Class) Fixed Income Fund - Medium Term 106.373270 6.7133 6.6848
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Long Term Peso Bond Fund (A Unit Class) Fixed Income Fund - Long Term 1.148500 5.7843 5.9600
ATRAM Long Term Peso Bond Fund (D Unit Class) Fixed Income Fund - Long Term 1.044800 ---- ----
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Diversified Income Fund Multi-Asset Fund 106.007074 1.4953 1.5201
ATRAM Philippine Balanced Fund (A Unit Class) Multi-Asset Fund 1.022400 -2.8783 -2.6471
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Artificial Intelligence Feeder Fund (A Unit Class) Equity Fund 119.215235
* as of Dec 25, 2025
---- ----
ATRAM Global Artificial Intelligence Feeder Fund (D Unit Class) Equity Fund 119.855325
* as of Dec 25, 2025
---- ----
ATRAM Philippine Equity Leaders Fund (A Unit Class) Equity Fund 1.110000 -4.2608 -4.1947
ATRAM Philippine Equity Leaders Fund (D Unit Class) Equity Fund 1.009500 ---- ----
ATRAM Philippine Sustainable Development and Growth Fund (A Unit Class) Equity Fund 115.366217 2.9972 2.4502
ATRAM Philippine Sustainable Development and Growth Fund (D Unit Class) Equity Fund 102.946048 ---- ----
ATRAM Philippine Sustainable Development and Growth Fund (Y Unit Class) Equity Fund 123.153409 4.2172 3.6622

Dollar

Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Dividend Feeder Fund (USD Unit Class) Feeder Fund - Equity 1.154685
* as of Dec 25, 2025
18.4397 17.7969
ATRAM Global Equity Opportunity Feeder Fund (USD Unit Class) Feeder Fund - Equity 1.715892
* as of Dec 25, 2025
9.0861 7.9678
ATRAM Global Technology Feeder Fund (A USD Unit Class) Feeder Fund - Equity 1.009124
* as of Dec 25, 2025
---- ----
ATRAM US Equity Opportunity Feeder Fund (USD Unit Class) Feeder Fund - Equity 3.024830
* as of Dec 25, 2025
5.4889 5.9546
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Dollar Short Term Income Feeder Fund Feeder Fund - Fixed Income 0.893977
* as of Dec 25, 2025
-0.0508 0.2383
ATRAM Global Total Return Bond Feeder Fund Feeder Fund - Fixed Income 0.618819
* as of Dec 25, 2025
0.8586 1.2651
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Allocation Feeder Fund (A USD Unit Class) Feeder Fund - Multi-Asset 1.687556
* as of Dec 25, 2025
15.9369 15.3116
ATRAM Global Multi-Asset Income Feeder Fund (USD Unit Class) Feeder Fund - Multi-Asset 0.908743
* as of Dec 25, 2025
3.5021 3.0788
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM USD Money Market Fund (A Unit Class) Money Market Fund 1.123900 4.4905 4.5099
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM USD Total Return Bond Fund (A Unit Class) Fixed Income Fund - Medium Term 1.096800 8.2084 8.1657