UNIT INVESTMENT TRUST FUND

Unit Investment Trust Funds - Net Asset Values per unit (UITF NAVpus) as of Nov 24, 2025

Equity Index Tracker Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
UnionBank PSE Index Tracker Fund 96.214071 -9.1642 -5.7908

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 174.902912 4.6802 4.3133

Fixed Income Fund - Long Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
UnionBank PHP Fixed Income Fund 352.262069 4.4280 3.8174
UnionBank PHP Tax Exempt Fixed Income Fund 308.514868 6.5666 5.8418

Multi-Asset Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
UnionBank PHP Balanced Fund 142.779377 -3.7632 -1.1983

Equity Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
UnionBank PHP Equity Fund 487.938800 -9.9058 -6.0237

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 1.184432 3.8150 3.4970

Fixed Income Fund - Medium Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
UnionBank USD Fixed Income Fund 2.612046 4.8359 4.6653