UNIT INVESTMENT TRUST FUND

Unit Investment Trust Funds - Net Asset Values per unit (UITF NAVpus) as of May 20, 2026

Equity Index Tracker Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI PHILIPPINE CONSUMER EQUITY INDEX FUND 57.84 -18.8552 -7.7512
BPI PHILIPPINE EQUITY INDEX FUND 87.22 -5.1028 -1.1111
BPI PHILIPPINE INFRASTRUCTURE EQUITY INDEX FUND 231.10 44.6998 24.3075

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL BOND INCOME FUND CLASS P (PHP CLASS) 110.47
* as of May 19, 2026
---- 0.9043

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI CATHOLIC VALUES GLOBAL EQUITY FEEDER FUND 269.38
* as of May 19, 2026
37.5511 12.9713
BPI US EQUITY INDEX FEEDER FUND CLASS P (PHIL PESO CLASS) 286.38
* as of May 19, 2026
35.6801 11.5621

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI MONEY MARKET FUND 308.22 3.6521 1.1685
BPI SHORT TERM FUND 182.03 3.7149 1.3135

Fixed Income Fund - Intermediate Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI PREMIUM BOND FUND 213.85 -0.2937 -2.7159

Fixed Income Fund - Medium Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
ODYSSEY PESO MEDIUM TERM BOND FUND 160.26
* as of Oct 23, 2025
3.7282 4.2206

Fixed Income Fund - Long Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
ABF PHILIPPINES BOND INDEX FUND 274.73
* as of May 19, 2026
-1.9487 -5.1707
ODYSSEY PESO BOND FUND 333.04 -2.6711 -4.9028

Multi-Asset Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI BALANCED FUND 174.45 -1.3515 -1.2454
BPI BAYANIHAN BALANCED FUND 128.28 2.1012 -0.6736
ODYSSEY DIVERSIFIED BALANCED FUND 206.00
* as of Dec 3, 2025
-2.1424 -0.2904
ODYSSEY DIVERSIFIED CAPITAL FUND 192.50 -4.1048 -4.7595

Equity Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI EQUITY VALUE FUND 142.56 -5.4767 -3.5323
BPI PHILIPPINE HIGH DIVIDEND EQUITY FUND 152.72 6.4399 2.8418
ODYSSEY PHILIPPINE EQUITY FUND 394.15
* as of Dec 3, 2025
-8.1578 -4.9072
ODYSSEY PHILIPPINE HIGH CONVICTION EQUITY FUND 108.11 -8.1400 -3.6109

Fund of Funds - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL BOND FUND-OF-FUNDS 193.81
* as of May 19, 2026
5.5783 -1.3187
BPI SUSTAINABLE GLOBAL BOND FUND-OF-FUNDS 111.67
* as of May 19, 2026
7.2101 -1.0369

Fund of Funds - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL EQUITY FUND-OF-FUNDS 707.47
* as of May 19, 2026
21.2875 7.6327
BPI SUSTAINABLE GLOBAL EQUITY FUND-OF-FUNDS 135.28
* as of May 19, 2026
13.4138 8.6761

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI EUROPEAN EQUITY FEEDER FUND 240.44
* as of May 19, 2026
12.1664 -1.6485
BPI GLOBAL HEALTH CARE FEEDER FUND 99.45
* as of May 19, 2026
21.2066 -4.1538
BPI US EQUITY INDEX FEEDER FUND CLASS A (USD CLASS) 387.81
* as of May 19, 2026
22.3221 6.2144
BPI WORLD TECHNOLOGY FEEDER FUND 169.56
* as of May 19, 2026
49.7615 25.0719
ODYSSEY ASIA PACIFIC HIGH DIVIDEND EQUITY FEEDER FUND 20.17
* as of May 19, 2026
41.1477 15.3230

Fund of Funds - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI SUSTAINABLE GLOBAL BALANCED FUND-OF-FUNDS 124.13
* as of May 19, 2026
10.0443 3.8571

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL BOND INCOME FUND CLASS A (USD CLASS) 99.24
* as of May 19, 2026
---- -3.9396

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI US DOLLAR SHORT TERM FUND 358.78 3.2639 1.0619

Fixed Income Fund - Long Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI PHILIPPINE DOLLAR BOND INDEX FUND 255.02 3.2470 -2.0623
ODYSSEY PHILIPPINE DOLLAR BOND FUND 33.05 3.7025 -1.4021