UNIT INVESTMENT TRUST FUND

Unit Investment Trust Funds - Net Asset Values per unit (UITF NAVpus) as of Jan 12, 2026

Equity Index Tracker Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Philippine Equity Index Tracker Fund (A Unit Class) 1.191600 1.2921 6.0237
ATRAM Philippine Equity Index Tracker Fund (V Unit Class) 1.215500 2.1772 6.0553
ATRAM Philippine Equity Index Tracker Fund (Z Unit Class) 0.911900 2.3342 6.0595
ATRAM Philippine Equity Smart Index Fund (A Unit Class) 100.690499 -0.3363 5.9431
ATRAM Philippine Equity Smart Index Fund (D Unit Class) 100.111063 ---- 5.9910

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Bond Income Feeder Fund 100.040595
* as of Jan 11, 2026
5.5926 1.1332

Fund of Funds - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM PHP Global Balanced Multi-Asset Fund-of-Funds (W Unit Class) 106.197212
* as of Jan 11, 2026
10.6345 2.0403
ATRAM PHP Global Growth Multi-Asset Fund-of-Funds (W Unit Class) 106.148295
* as of Jan 11, 2026
12.5337 2.7045
ATRAM PHP Global Managed Multi-Asset Fund-of-Funds (W Unit Class) 106.108408
* as of Jan 11, 2026
8.8256 1.3189

Feeder Fund - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Asian Multi-Asset Income Feeder Fund 109.424717
* as of Jan 11, 2026
12.2964 2.4827
ATRAM Global Allocation Feeder Fund (A PHP Unit Class) 126.321457
* as of Jan 11, 2026
19.4823 1.8458
ATRAM Global Multi-Asset Income Feeder Fund (PHP Unit Class) 105.992730
* as of Jan 11, 2026
6.9711 1.5889
ATRAM US Multi-Asset Income Feeder Fund 137.223083
* as of Jan 11, 2026
8.1746 1.5330

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Asia Equity Opportunity Feeder Fund 166.931855
* as of Jan 11, 2026
34.7552 3.2386
ATRAM Global Consumer Trends Feeder Fund 210.055386
* as of Jan 11, 2026
26.2313 1.9836
ATRAM Global Dividend Feeder Fund (PHP Unit Class) 221.209468
* as of Jan 11, 2026
22.4268 1.2646
ATRAM Global Equity Opportunity Fund (PHP Unit Class) 130.892913
* as of Jan 11, 2026
13.5328 3.1353
ATRAM Global Financials Feeder Fund 311.486053
* as of Jan 11, 2026
46.6148 1.7928
ATRAM Global Health Care Feeder Fund 110.990150
* as of Jan 11, 2026
5.8562 2.7413
ATRAM Global Infra Equity Feeder Fund 121.630126
* as of Jan 11, 2026
14.0068 0.2711
ATRAM Global Technology Feeder Fund (A PHP Unit Class) 443.250261
* as of Jan 11, 2026
31.8291 4.4813
ATRAM Global Technology Feeder Fund (D PHP Unit Class) 105.530851
* as of Jan 11, 2026
---- 4.4757
ATRAM US Equity Opportunity Feeder Fund (PHP Unit Class) 115.127327
* as of Jan 11, 2026
---- 0.5927

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Liquid Fund (A Unit Class) 1.176600 4.2069 0.1617
ATRAM Peso Liquid Fund (V Unit Class) 1.150700 4.5806 0.1741
ATRAM Peso Money Market Fund (A Unit Class) 126.471194 3.7482 0.1245
ATRAM Peso Money Market Fund (D Unit Class) 101.383153 ---- 0.1400
ATRAM Peso Money Market Fund (Z Unit Class) 101.032902 ---- 0.1437

Fixed Income Fund - Medium Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Medium Term Peso Bond Fund (A Unit Class) 145.215640 5.7425 0.3439
ATRAM Medium Term Peso Bond Fund (D Unit Class) 103.597613 ---- 0.3727
ATRAM Medium Term Peso Bond Fund (Z Unit Class) 106.764520 6.8231 0.3824

Fixed Income Fund - Long Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Long Term Peso Bond Fund (A Unit Class) 1.152100 6.2627 0.3571
ATRAM Long Term Peso Bond Fund (D Unit Class) 1.048400 ---- 0.3926

Multi-Asset Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Diversified Income Fund 106.970223 1.8591 0.7692
ATRAM Philippine Balanced Fund (A Unit Class) 1.054700 0.7932 3.1895

Equity Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Artificial Intelligence Feeder Fund (A Unit Class) 121.376937
* as of Jan 11, 2026
---- 1.8270
ATRAM Global Artificial Intelligence Feeder Fund (D Unit Class) 122.406930
* as of Jan 11, 2026
---- 1.8533
ATRAM Philippine Equity Leaders Fund (A Unit Class) 1.176700 1.0043 6.4598
ATRAM Philippine Equity Leaders Fund (D Unit Class) 1.071000 ---- 6.5248
ATRAM Philippine Sustainable Development and Growth Fund (A Unit Class) 122.425458 8.8633 5.5432
ATRAM Philippine Sustainable Development and Growth Fund (D Unit Class) 109.281099 ---- 5.5704
ATRAM Philippine Sustainable Development and Growth Fund (Y Unit Class) 130.725798 10.1401 5.5663

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Dividend Feeder Fund (USD Unit Class) 1.163198
* as of Jan 11, 2026
20.8447 0.4871
ATRAM Global Equity Opportunity Feeder Fund (USD Unit Class) 1.764596
* as of Jan 11, 2026
11.8561 2.3315
ATRAM Global Technology Feeder Fund (A USD Unit Class) 1.052164
* as of Jan 11, 2026
---- 3.7383
ATRAM US Equity Opportunity Feeder Fund (USD Unit Class) 3.010140
* as of Jan 11, 2026
7.9025 -0.1790

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Dollar Short Term Income Feeder Fund 0.896394
* as of Jan 11, 2026
0.5253 0.0932
ATRAM Global Total Return Bond Feeder Fund 0.627994
* as of Jan 11, 2026
3.4754 1.2943

Feeder Fund - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Allocation Feeder Fund (A USD Unit Class) 1.709265
* as of Jan 11, 2026
17.7855 1.0630
ATRAM Global Multi-Asset Income Feeder Fund (USD Unit Class) 0.919818
* as of Jan 11, 2026
5.3971 0.8082

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM USD Money Market Fund (A Unit Class) 1.124500 4.4783 0.0445

Fixed Income Fund - Medium Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM USD Total Return Bond Fund (A Unit Class) 1.096300 8.3622 -0.1184