UNIT INVESTMENT TRUST FUND

Unit Investment Trust Funds - Net Asset Values per unit (UITF NAVpus) as of Jan 22, 2026

Equity Index Tracker Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
UnionBank PSE Index Tracker Fund 102.488333 3.1753 5.6914

Fund of Funds - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
UnionBank PHP Capital Accumulation  Global Fund of Funds 0 ---- ----

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
UnionBank PHP Short Term Fixed Income Fund 175.390695 3.8696 0.2882

Fixed Income Fund - Long Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
UnionBank PHP Fixed Income Fund 351.505862 4.8675 0.2095
UnionBank PHP Tax Exempt Fixed Income Fund 308.629374 7.0627 0.2808

Multi-Asset Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
UnionBank PHP Balanced Fund 147.523299 3.6566 3.0280

Equity Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
UnionBank PHP Equity Fund 514.810851 1.8410 4.8317

Fund of Funds - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
UnionBank USD Capital Accumulation  Global Fund of Funds 0 ---- ----

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
UnionBank USD Short Term Fixed Income Fund 1.189738 3.6704 0.1745

Fixed Income Fund - Medium Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
UnionBank USD Fixed Income Fund 2.616991 5.1694 0.1924