UNIT INVESTMENT TRUST FUND

Unit Investment Trust Funds - Net Asset Values per unit (UITF NAVpus) as of May 21, 2026

Peso

Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Philippine Equity Index Tracker Fund (A Unit Class) Equity Index Tracker Fund 1.117900 -4.9405 -0.5339
ATRAM Philippine Equity Index Tracker Fund (V Unit Class) Equity Index Tracker Fund 1.143900 -4.0996 -0.1920
ATRAM Philippine Equity Index Tracker Fund (Z Unit Class) Equity Index Tracker Fund 0.858600 -3.9597 -0.1396
ATRAM Philippine Equity Smart Index Fund (A Unit Class) Equity Index Tracker Fund 93.609717 -6.8395 -1.5071
ATRAM Philippine Equity Smart Index Fund (D Unit Class) Equity Index Tracker Fund 93.292055 ---- -1.2285
ATRAM PSE Index Tracker Fund Equity Index Tracker Fund 96.437812 -4.8477 -0.5483
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Bond Income Feeder Fund Feeder Fund - Fixed Income 100.993436
* as of May 20, 2026
12.0141 2.0964
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Capital Accumulation Fund-of-Funds (PHP Unit Class) Fund of Funds - Multi-Asset 132.279841
* as of May 20, 2026
12.0183 3.5237
ATRAM PHP Global Balanced Multi-Asset Fund-of-Funds (W Unit Class) Fund of Funds - Multi-Asset 108.218975
* as of May 20, 2026
11.5854 3.9829
ATRAM PHP Global Growth Multi-Asset Fund-of-Funds (W Unit Class) Fund of Funds - Multi-Asset 108.780694
* as of May 20, 2026
13.9778 5.2515
ATRAM PHP Global Managed Multi-Asset Fund-of-Funds (W Unit Class) Fund of Funds - Multi-Asset 107.505092
* as of May 20, 2026
9.3302 2.6525
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Asian Multi-Asset Income Feeder Fund Feeder Fund - Multi-Asset 122.795181
* as of May 20, 2026
34.1761 15.0049
ATRAM Global Allocation Feeder Fund (A PHP Unit Class) Feeder Fund - Multi-Asset 134.564327
* as of May 20, 2026
27.2711 8.4916
ATRAM Global Multi-Asset Income Feeder Fund (PHP Unit Class) Feeder Fund - Multi-Asset 111.527619
* as of May 20, 2026
18.2512 6.8939
ATRAM US Multi-Asset Income Feeder Fund Feeder Fund - Multi-Asset 140.286806
* as of May 20, 2026
15.6824 3.7999
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Asia Equity Opportunity Feeder Fund Feeder Fund - Equity 191.984501
* as of May 20, 2026
50.3468 18.7323
ATRAM Global Consumer Trends Feeder Fund Feeder Fund - Equity 224.538252
* as of May 20, 2026
35.4179 9.0151
ATRAM Global Dividend Feeder Fund (PHP Unit Class) Feeder Fund - Equity 239.643735
* as of May 20, 2026
20.9403 9.7033
ATRAM Global Equity Opportunity Fund (PHP Unit Class) Feeder Fund - Equity 138.960182
* as of May 20, 2026
24.3119 9.4918
ATRAM Global Financials Feeder Fund Feeder Fund - Equity 300.152605
* as of May 20, 2026
33.4280 -1.9109
ATRAM Global Health Care Feeder Fund Feeder Fund - Equity 102.742672
* as of May 20, 2026
8.6042 -4.8932
ATRAM Global Infra Equity Feeder Fund Feeder Fund - Equity 142.320919
* as of May 20, 2026
26.0722 17.3284
ATRAM Global Technology Feeder Fund (A PHP Unit Class) Feeder Fund - Equity 498.094536
* as of May 20, 2026
46.1119 17.4090
ATRAM Global Technology Feeder Fund (D PHP Unit Class) Feeder Fund - Equity 118.363535
* as of May 20, 2026
---- 17.1801
ATRAM Nasdaq Equity Income Feeder Fund (A PHP Unit Class) Feeder Fund - Equity 106.228344
* as of May 20, 2026
---- ----
ATRAM Nasdaq Equity Income Feeder Fund (D PHP Unit Class) Feeder Fund - Equity 105.816454
* as of May 20, 2026
---- ----
ATRAM US Equity Opportunity Feeder Fund (PHP Unit Class) Feeder Fund - Equity 125.338587
* as of May 20, 2026
---- 9.5148
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Cash Management Fund (M Unit Class) Money Market Fund 106.746834 3.6175 1.1653
ATRAM Peso Liquid Fund (A Unit Class) Money Market Fund 1.184700 3.4311 0.8513
ATRAM Peso Liquid Fund (V Unit Class) Money Market Fund 1.160000 3.7846 0.9837
ATRAM Peso Money Market Fund (A Unit Class) Money Market Fund 127.647166 3.2468 1.0555
ATRAM Peso Money Market Fund (D Unit Class) Money Market Fund 102.472621 ---- 1.2162
ATRAM Peso Money Market Fund (Z Unit Class) Money Market Fund 102.156241 ---- 1.2571
ATRAM Short Term Peso Bond Fund Money Market Fund 176.625025 3.2316 0.9939
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Medium Term Peso Bond Fund (A Unit Class) Fixed Income Fund - Medium Term 142.554790 1.8044 -1.4947
ATRAM Medium Term Peso Bond Fund (D Unit Class) Fixed Income Fund - Medium Term 102.034317 ---- -1.1420
ATRAM Medium Term Peso Bond Fund (Z Unit Class) Fixed Income Fund - Medium Term 105.187147 2.8528 -1.1006
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Long Term Peso Bond Fund (A Unit Class) Fixed Income Fund - Long Term 1.112000 0.3973 -3.1359
ATRAM Long Term Peso Bond Fund (D Unit Class) Fixed Income Fund - Long Term 1.014600 ---- -2.8440
ATRAM Peso Fixed Income Fund Fixed Income Fund - Long Term 337.104088 -1.2407 -3.8962
ATRAM Tax-Exempt Peso Bond Fund Fixed Income Fund - Long Term 298.331517 0.9517 -3.0652
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Balanced Fund Multi-Asset Fund 139.382867 -5.0447 -2.6571
ATRAM Peso Diversified Income Fund Multi-Asset Fund 101.653233 -3.5587 -4.2396
ATRAM Philippine Balanced Fund (A Unit Class) Multi-Asset Fund 0.989800 -5.6974 -3.1602
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Artificial Intelligence Feeder Fund (A Unit Class) Equity Fund 136.729053
* as of May 20, 2026
---- 14.7064
ATRAM Global Artificial Intelligence Feeder Fund (D Unit Class) Equity Fund 137.749654
* as of May 20, 2026
---- 14.6198
ATRAM Philippine Equity Opportunity Fund Equity Fund 474.202632 -10.6834 -3.4374
ATRAM Philippine Sustainable Development and Growth Fund (A Unit Class) Equity Fund 111.101616 -1.2183 -4.2191
ATRAM Philippine Sustainable Development and Growth Fund (D Unit Class) Equity Fund 99.571481 ---- -3.8095
ATRAM Philippine Sustainable Development and Growth Fund (Y Unit Class) Equity Fund 119.169878 -0.0373 -3.7656
ATRAM Soldivo Philippine Equity Leaders Fund (A Unit Class) Equity Fund 1.083200 -10.2122 -1.9995
ATRAM Soldivo Philippine Equity Leaders Fund (D Unit Class) Equity Fund 0.991300 ---- -1.4024

Dollar

Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Dividend Feeder Fund (USD Unit Class) Feeder Fund - Equity 1.211315
* as of May 20, 2026
9.1499 4.6439
ATRAM Global Equity Opportunity Feeder Fund (USD Unit Class) Feeder Fund - Equity 1.796592
* as of May 20, 2026
12.0185 4.1870
ATRAM Global Technology Feeder Fund (A USD Unit Class) Feeder Fund - Equity 1.132308
* as of May 20, 2026
---- 11.6402
ATRAM Nasdaq Equity Income Feeder Fund (A USD Unit Class) Feeder Fund - Equity 1.008852
* as of May 20, 2026
---- ----
ATRAM US Equity Opportunity Feeder Fund (USD Unit Class) Feeder Fund - Equity 3.157613
* as of May 20, 2026
13.0767 4.7114
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Dollar Short Term Income Feeder Fund Feeder Fund - Fixed Income 0.884850
* as of May 20, 2026
-0.1726 -1.1958
ATRAM Global Total Return Bond Feeder Fund Feeder Fund - Fixed Income 0.608144
* as of May 20, 2026
-0.1022 -1.9075
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Allocation Feeder Fund (A USD Unit Class) Feeder Fund - Multi-Asset 1.746186
* as of May 20, 2026
14.5581 3.2460
ATRAM Global Multi-Asset Income Feeder Fund (USD Unit Class) Feeder Fund - Multi-Asset 0.928984
* as of May 20, 2026
6.5917 1.8127
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Capital Accumulation Fund-of-Funds (USD Unit Class) Fund of Funds - Multi-Asset 114.831191
* as of May 20, 2026
5.7876 1.0823
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Dollar Money Market Fund Money Market Fund 1.199022 3.0871 0.9745
ATRAM USD Money Market Fund (A Unit Class) Money Market Fund 1.132500 3.9945 0.7562
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Medium Term Dollar Bond Fund Fixed Income Fund - Medium Term 2.580184 1.2364 -1.2081
ATRAM USD Total Return Bond Fund (A Unit Class) Fixed Income Fund - Medium Term 1.088900 4.9846 -0.7926