UNIT INVESTMENT TRUST FUND

Unit Investment Trust Funds - Net Asset Values per unit (UITF NAVpus) as of Aug 27, 2026

Equity Index Tracker Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Philippine Equity Index Tracker (D Unit Class) 0.965100 ---- ----
ATRAM Philippine Equity Index Tracker Fund (A Unit Class) 1.138500 -1.8534 1.2990
ATRAM Philippine Equity Index Tracker Fund (V Unit Class) 1.167600 -1.0005 1.8759
ATRAM Philippine Equity Index Tracker Fund (Z Unit Class) 0.876800 -0.8481 1.9772
ATRAM Philippine Equity Smart Index Fund (A Unit Class) 94.504704 -3.9755 -0.5654
ATRAM Philippine Equity Smart Index Fund (D Unit Class) 94.434659 -3.1955 -0.0188
ATRAM PSE Index Tracker Fund 97.788202 -2.2312 0.8443

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Bond Income Feeder Fund 100.979721
* as of Aug 26, 2026
6.9950 2.0825

Fund of Funds - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Capital Accumulation Fund-of-Funds (PHP Unit Class) 131.584370
* as of Aug 26, 2026
6.8932 2.9794
ATRAM PHP Global Balanced Multi-Asset Fund-of-Funds (W Unit Class) 111.920313
* as of Aug 26, 2026
11.6272 7.5394
ATRAM PHP Global Growth Multi-Asset Fund-of-Funds (W Unit Class) 112.920128
* as of Aug 26, 2026
14.0333 9.2566
ATRAM PHP Global Managed Multi-Asset Fund-of-Funds (W Unit Class) 110.794051
* as of Aug 26, 2026
9.2007 5.7930

Feeder Fund - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Asian Multi-Asset Income Feeder Fund 126.454896
* as of Aug 26, 2026
27.4632 18.4324
ATRAM Global Allocation Feeder Fund (A PHP Unit Class) 138.408582
* as of Aug 26, 2026
21.5477 11.5910
ATRAM Global Multi-Asset Income Feeder Fund (PHP Unit Class) 113.330176
* as of Aug 26, 2026
13.7509 8.6215
ATRAM PERA Global Allocation Feeder Fund 97.805306
* as of Aug 26, 2026
---- ----
ATRAM US Multi-Asset Income Feeder Fund (A PHP Unit Class) 141.296367
* as of Aug 26, 2026
9.6631 4.5469

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Asia Equity Opportunity Feeder Fund 201.737136
* as of Aug 26, 2026
40.7025 24.7638
ATRAM Global Consumer Trends Feeder Fund 209.521967
* as of Aug 26, 2026
5.3235 1.7246
ATRAM Global Dividend Feeder Fund (PHP Unit Class) 247.677025
* as of Aug 26, 2026
19.6891 13.3808
ATRAM Global Equity Opportunity Feeder Fund (PHP Unit Class) 144.390410
* as of Aug 26, 2026
20.8130 13.7704
ATRAM Global Financials Feeder Fund 342.278840
* as of Aug 26, 2026
26.8900 11.8558
ATRAM Global Gold Equity Feeder Fund (A PHP Unit Class) 134.673268
* as of Aug 26, 2026
---- ----
ATRAM Global Health Care Feeder Fund 112.468064
* as of Aug 26, 2026
15.0242 4.1094
ATRAM Global Infra Equity Feeder Fund 142.061077
* as of Aug 26, 2026
21.2232 17.1142
ATRAM Global Technology Feeder Fund (A PHP Unit Class) 508.842834
* as of Aug 26, 2026
34.9289 19.9426
ATRAM Global Technology Feeder Fund (D PHP Unit Class) 120.209836
* as of Aug 26, 2026
---- 19.0080
ATRAM Nasdaq Equity Income Feeder Fund (A PHP Unit Class) 104.838943
* as of Aug 26, 2026
---- ----
ATRAM Nasdaq Equity Income Feeder Fund (D PHP Unit Class) 104.728582
* as of Aug 26, 2026
---- ----
ATRAM PERA Global Dividend Accumulation Feeder Fund 99.152385
* as of Aug 26, 2026
---- ----
ATRAM US Equity Opportunity Feeder Fund (PHP Unit Class) 125.117058
* as of Aug 26, 2026
13.6617 9.3213

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Cash Management Fund (M Unit Class) 107.902917 3.5492 2.2610
ATRAM Peso Liquid Fund (A Unit Class) 1.199000 3.4959 2.0686
ATRAM Peso Liquid Fund (V Unit Class) 1.175400 3.8798 2.3244
ATRAM Peso Money Market Fund (A Unit Class) 128.898125 3.2313 2.0458
ATRAM Peso Money Market Fund (D Unit Class) 103.589643 ---- 2.3195
ATRAM Peso Money Market Fund (Z Unit Class) 103.298197 ---- 2.3890
ATRAM Short Term Peso Bond Fund 178.705006 3.3113 2.1833

Fixed Income Fund - Medium Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Medium Term Peso Bond Fund (A Unit Class) 147.015694 3.2198 1.5878
ATRAM Medium Term Peso Bond Fund (D Unit Class) 105.423200 4.7414 2.1414
ATRAM Medium Term Peso Bond Fund (Z Unit Class) 108.776169 4.2861 2.2738

Fixed Income Fund - Long Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Long Term Peso Bond Fund (A Unit Class) 1.156900 2.2538 0.7753
ATRAM Long Term Peso Bond Fund (D Unit Class) 1.057800 3.0392 1.2927
ATRAM Peso Fixed Income Fund 347.078127 -0.0867 -1.0527
ATRAM Tax-Exempt Peso Bond Fund 308.760793 1.8761 0.3235

Multi-Asset Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Balanced Fund 143.982795 -1.0710 0.5554
ATRAM Peso Diversified Income Fund 103.200652 -3.9114 -2.7819
ATRAM Philippine Balanced Fund (A Unit Class) 1.004500 -3.6081 -1.7219

Equity Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Artificial Intelligence Feeder Fund (A Unit Class) 139.379415
* as of Aug 26, 2026
28.0044 16.9299
ATRAM Global Artificial Intelligence Feeder Fund (D Unit Class) 140.576957
* as of Aug 26, 2026
28.2619 16.9723
ATRAM Philippine Alpha Opportunity Fund (A Unit Class) 104.092478 ---- ----
ATRAM Philippine Alpha Opportunity Fund (D Unit Class) 104.433720 ---- ----
ATRAM Philippine Alpha Opportunity Fund (Z Unit Class) 100.000000 ---- ----
ATRAM Philippine Equity Opportunity Fund 479.523910 -6.1651 -2.3538
ATRAM Philippine Sustainable Development and Growth Fund (A Unit Class) 113.476704 0.8343 -2.1716
ATRAM Philippine Sustainable Development and Growth Fund (D Unit Class) 102.043327 2.0183 -1.4216
ATRAM Philippine Sustainable Development and Growth Fund (Y Unit Class) 122.097392 1.9986 -1.4015
ATRAM Soldivo Philippine Equity Leaders Fund (A Unit Class) 1.120400 1.1922 1.3661
ATRAM Soldivo Philippine Equity Leaders Fund (D Unit Class) 1.029400 ---- 2.3871

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Dividend Feeder Fund (USD Unit Class) 1.253646
* as of Aug 26, 2026
11.0283 8.3008
ATRAM Global Equity Opportunity Feeder Fund (USD Unit Class) 1.869920
* as of Aug 26, 2026
11.9277 8.4394
ATRAM Global Gold Equity Feeder Fund (A USD Unit Class) 1.348227
* as of Aug 26, 2026
---- ----
ATRAM Global Gold Equity Feeder Fund (D USD Unit Class) 1.349829
* as of Aug 26, 2026
---- ----
ATRAM Global Technology Feeder Fund (A USD Unit Class) 1.158413
* as of Aug 26, 2026
---- 14.2140
ATRAM Nasdaq Equity Income Feeder Fund (A USD Unit Class) 0.998963
* as of Aug 26, 2026
---- ----
ATRAM US Equity Opportunity Feeder Fund (USD Unit Class) 3.167788
* as of Aug 26, 2026
6.0681 5.0488

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Dollar Short Term Income Feeder Fund 0.883849
* as of Aug 26, 2026
-0.5101 -1.3076
ATRAM Global Total Return Bond Feeder Fund 0.608759
* as of Aug 26, 2026
-1.0647 -1.8083

Feeder Fund - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Allocation Feeder Fund (A USD Unit Class) 1.800171
* as of Aug 26, 2026
12.5037 6.4379
ATRAM Global Multi-Asset Income Feeder Fund (USD Unit Class) 0.945456
* as of Aug 26, 2026
5.3506 3.6180
ATRAM US Multi-Asset Income Feeder Fund (A USD Unit Class) 1.003556
* as of Aug 26, 2026
---- ----

Fund of Funds - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Capital Accumulation Fund-of-Funds (USD Unit Class) 104.606801
* as of Aug 26, 2026
-5.4200 -7.9179

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Dollar Money Market Fund 1.208868 2.8258 1.8037
ATRAM USD Money Market Fund (A Unit Class) 1.140800 2.0667 1.4947

Fixed Income Fund - Medium Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Medium Term Dollar Bond Fund 2.633200 1.8369 0.8218
ATRAM USD Total Return Bond Fund (A Unit Class) 1.097200 1.4423 -0.0364