UNIT INVESTMENT TRUST FUND

Unit Investment Trust Funds - Net Asset Values per unit (UITF NAVpus) as of Nov 25, 2025

Equity Index Tracker Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI PHILIPPINE CONSUMER EQUITY INDEX FUND 64.39 -15.8521 -14.8506
BPI PHILIPPINE EQUITY INDEX FUND 86.92 -10.9426 -6.7182
BPI PHILIPPINE INFRASTRUCTURE EQUITY INDEX FUND 182.69 14.7550 18.6068

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL BOND INCOME FUND CLASS P (PHP CLASS) 109.47
* as of Nov 24, 2025
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Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI CATHOLIC VALUES GLOBAL EQUITY FEEDER FUND 225.26
* as of Nov 24, 2025
8.6271 13.1391
BPI US EQUITY INDEX FEEDER FUND CLASS P (PHIL PESO CLASS) 249.81
* as of Nov 24, 2025
11.6120 13.5706

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI MONEY MARKET FUND 303.71 4.2924 3.8680
BPI SHORT TERM FUND 179.05 4.1231 3.6889

Fixed Income Fund - Intermediate Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI PREMIUM BOND FUND 220.79 4.8336 4.8386

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 291.35
* as of Nov 24, 2025
5.9917 6.3554
ODYSSEY PESO BOND FUND 351.97 4.0993 4.3431

Multi-Asset Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI BALANCED FUND 175.87 -1.1911 1.1387
BPI BAYANIHAN BALANCED FUND 128.85 4.5182 4.8413
ODYSSEY DIVERSIFIED BALANCED FUND 207.18 -2.1767 0.2807
ODYSSEY DIVERSIFIED CAPITAL FUND 201.91 0.6832 2.2329

Equity Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI EQUITY VALUE FUND 145.41 -6.7107 -2.2848
BPI PHILIPPINE HIGH DIVIDEND EQUITY FUND 146.56 3.6272 6.6744
ODYSSEY PHILIPPINE EQUITY FUND 398.55 -8.6376 -3.8457
ODYSSEY PHILIPPINE HIGH CONVICTION EQUITY FUND 110.37 -9.3023 -4.7056

Fund of Funds - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL BOND FUND-OF-FUNDS 194.55
* as of Nov 24, 2025
7.5099 7.8078
BPI SUSTAINABLE GLOBAL BOND FUND-OF-FUNDS 111.68
* as of Nov 24, 2025
8.9136 8.9136

Fund of Funds - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL EQUITY FUND-OF-FUNDS 632.69
* as of Nov 24, 2025
9.1899 9.3749
BPI SUSTAINABLE GLOBAL EQUITY FUND-OF-FUNDS 120.04
* as of Nov 24, 2025
5.3537 8.0079

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI EUROPEAN EQUITY FEEDER FUND 231.59
* as of Nov 24, 2025
37.7118 38.0896
BPI GLOBAL HEALTH CARE FEEDER FUND 102.15
* as of Nov 24, 2025
10.6597 14.8011
BPI US EQUITY INDEX FEEDER FUND CLASS A (USD CLASS) 354.83
* as of Nov 24, 2025
11.6133 11.5958
BPI WORLD TECHNOLOGY FEEDER FUND 130.70
* as of Nov 24, 2025
13.6028 11.4902
ODYSSEY ASIA PACIFIC HIGH DIVIDEND EQUITY FEEDER FUND 16.81
* as of Nov 24, 2025
26.6767 26.9637

Fund of Funds - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI SUSTAINABLE GLOBAL BALANCED FUND-OF-FUNDS 116.90
* as of Nov 24, 2025
6.7482 7.9309

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL BOND INCOME FUND CLASS A (USD CLASS) 103.16
* as of Nov 24, 2025
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Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI US DOLLAR SHORT TERM FUND 353.80 3.7141 3.2963

Fixed Income Fund - Long Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI PHILIPPINE DOLLAR BOND INDEX FUND 259.31 6.4797 7.3792
ODYSSEY PHILIPPINE DOLLAR BOND FUND 33.44 5.3228 6.2937