UNIT INVESTMENT TRUST FUND

Unit Investment Trust Funds - Net Asset Values per unit (UITF NAVpus) as of Jul 9, 2026

Equity Index Tracker Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI PHILIPPINE CONSUMER EQUITY INDEX FUND 56.62 -24.6273 -9.6970
BPI PHILIPPINE EQUITY INDEX FUND 92.26 -2.3187 4.6032
BPI PHILIPPINE INFRASTRUCTURE EQUITY INDEX FUND 252.40 50.8487 35.7646

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL BOND INCOME FUND CLASS P (PHP CLASS) 111.14 ---- 1.5163

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI CATHOLIC VALUES GLOBAL EQUITY FEEDER FUND 273.77 31.4306 14.8123
BPI US EQUITY INDEX FEEDER FUND CLASS P (PHIL PESO CLASS) 292.48 30.0373 13.9384
BPI WORLD TECHNOLOGY FEEDER FUND CLASS P (PHP CLASS) 96.93 ---- ----

Fund of Funds - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL EQUITY FUND-OF-FUNDS CLASS P (PHP CLASS) 99.32 ---- ----

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI MONEY MARKET FUND 309.71 3.5819 1.6576
BPI SHORT TERM FUND 182.87 3.6267 1.7810

Fixed Income Fund - Intermediate Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI PREMIUM BOND FUND 216.94 0.7945 -1.3102

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 284.28 1.0594 -1.8743
ODYSSEY PESO BOND FUND 341.14 -0.2398 -2.5899

Multi-Asset Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI BALANCED FUND 180.26 0.3843 2.0436
BPI BAYANIHAN BALANCED FUND 131.03 3.3930 1.4557
ODYSSEY DIVERSIFIED BALANCED FUND 206.00
* as of Dec 3, 2025
-2.1424 -0.2904
ODYSSEY DIVERSIFIED CAPITAL FUND 198.77 -2.2667 -1.6574

Equity Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI EQUITY VALUE FUND 147.17 -6.0097 -0.4128
BPI PHILIPPINE HIGH DIVIDEND EQUITY FUND 155.39 6.7899 4.6397
ODYSSEY PHILIPPINE EQUITY FUND 394.15
* as of Dec 3, 2025
-8.1578 -4.9072
ODYSSEY PHILIPPINE HIGH CONVICTION EQUITY FUND 112.87 -7.5139 0.6330

Fund of Funds - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL BOND FUND-OF-FUNDS 197.22 5.3863 0.4175
BPI SUSTAINABLE GLOBAL BOND FUND-OF-FUNDS 114.53 7.7929 1.4977

Fund of Funds - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL EQUITY FUND-OF-FUNDS CLASS A (USD CLASS) 727.55 19.4879 10.6877
BPI SUSTAINABLE GLOBAL EQUITY FUND-OF-FUNDS 141.90 14.4632 13.9942

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI EUROPEAN EQUITY FEEDER FUND 242.80 4.8450 -0.6831
BPI GLOBAL HEALTH CARE FEEDER FUND 110.91 31.8630 6.8909
BPI US EQUITY INDEX FEEDER FUND CLASS A (USD CLASS) 397.04 19.4177 8.7423
BPI WORLD TECHNOLOGY FEEDER FUND CLASS A (USD CLASS) 181.48 45.1492 33.8644
ODYSSEY ASIA PACIFIC HIGH DIVIDEND EQUITY FEEDER FUND 20.41 35.2551 16.6953

Fund of Funds - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI SUSTAINABLE GLOBAL BALANCED FUND-OF-FUNDS 128.93 11.1178 7.8732

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI GLOBAL BOND INCOME FUND CLASS A (USD CLASS) 100.08 ---- -3.1265

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI US DOLLAR SHORT TERM FUND 360.26 3.1850 1.4788

Fixed Income Fund - Long Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
BPI PHILIPPINE DOLLAR BOND INDEX FUND 258.89 3.4608 -0.5761
ODYSSEY PHILIPPINE DOLLAR BOND FUND 33.27 2.9712 -0.7458