UNIT INVESTMENT TRUST FUND

Unit Investment Trust Funds - Net Asset Values per unit (UITF NAVpus) as of Nov 14, 2025

Equity Index Tracker Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI PHILIPPINE CONSUMER EQUITY INDEX FUND 60.58 -19.0107 -19.8889
BPI PHILIPPINE EQUITY INDEX FUND 81.24 -13.0565 -12.8139
BPI PHILIPPINE INFRASTRUCTURE EQUITY INDEX FUND 178.94 19.0869 16.1722

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL BOND INCOME FUND CLASS P (PHP CLASS) 109.45
* as of Nov 13, 2025
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Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI CATHOLIC VALUES GLOBAL EQUITY FEEDER FUND 233.94
* as of Nov 13, 2025
13.1730 17.4987
BPI US EQUITY INDEX FEEDER FUND CLASS P (PHIL PESO CLASS) 251.70
* as of Nov 13, 2025
12.3611 14.4299

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI MONEY MARKET FUND 303.41 4.3076 3.7654
BPI SHORT TERM FUND 178.87 4.1516 3.5847

Fixed Income Fund - Intermediate Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI PREMIUM BOND FUND 220.56 4.7642 4.7293

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 291.76
* as of Nov 13, 2025
5.7140 6.5051
ODYSSEY PESO BOND FUND 351.74 3.9482 4.2749

Multi-Asset Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI BALANCED FUND 170.31 -2.0926 -2.0588
BPI BAYANIHAN BALANCED FUND 128.02 4.2338 4.1660
ODYSSEY DIVERSIFIED BALANCED FUND 200.08 -3.4875 -3.1559
ODYSSEY DIVERSIFIED CAPITAL FUND 197.56 -0.2927 0.0304

Equity Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI EQUITY VALUE FUND 135.90 -9.0240 -8.6755
BPI PHILIPPINE HIGH DIVIDEND EQUITY FUND 139.26 2.8204 1.3611
ODYSSEY PHILIPPINE EQUITY FUND 372.78 -10.4067 -10.0630
ODYSSEY PHILIPPINE HIGH CONVICTION EQUITY FUND 102.66 -11.7965 -11.3625

Fund of Funds - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL BOND FUND-OF-FUNDS 194.42
* as of Nov 13, 2025
7.6523 7.7358
BPI SUSTAINABLE GLOBAL BOND FUND-OF-FUNDS 111.43
* as of Nov 13, 2025
8.9034 8.6698

Fund of Funds - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL EQUITY FUND-OF-FUNDS 649.57
* as of Nov 13, 2025
11.8752 12.2930
BPI SUSTAINABLE GLOBAL EQUITY FUND-OF-FUNDS 124.00
* as of Nov 13, 2025
8.7338 11.5710

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI EUROPEAN EQUITY FEEDER FUND 238.77
* as of Nov 13, 2025
41.3509 42.3708
BPI GLOBAL HEALTH CARE FEEDER FUND 99.30
* as of Nov 13, 2025
4.2301 11.5981
BPI US EQUITY INDEX FEEDER FUND CLASS A (USD CLASS) 356.73
* as of Nov 13, 2025
11.8591 12.1934
BPI WORLD TECHNOLOGY FEEDER FUND 136.30
* as of Nov 13, 2025
18.5836 16.2672
ODYSSEY ASIA PACIFIC HIGH DIVIDEND EQUITY FEEDER FUND 17.54
* as of Nov 13, 2025
32.8788 32.4773

Fund of Funds - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI SUSTAINABLE GLOBAL BALANCED FUND-OF-FUNDS 118.44
* as of Nov 13, 2025
8.2039 9.3528

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL BOND INCOME FUND CLASS A (USD CLASS) 102.91
* as of Nov 13, 2025
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Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI US DOLLAR SHORT TERM FUND 353.49 3.7327 3.2057

Fixed Income Fund - Long Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI PHILIPPINE DOLLAR BOND INDEX FUND 259.88 6.9113 7.6152
ODYSSEY PHILIPPINE DOLLAR BOND FUND 33.44 5.5889 6.2937