UNIT INVESTMENT TRUST FUND

Unit Investment Trust Funds - Net Asset Values per unit (UITF NAVpus) as of May 18, 2026

Equity Index Tracker Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Philippine Equity Index Tracker Fund (A Unit Class) 1.121700 -5.8740 -0.1957
ATRAM Philippine Equity Index Tracker Fund (V Unit Class) 1.147600 -5.0472 0.1309
ATRAM Philippine Equity Index Tracker Fund (Z Unit Class) 0.861500 -4.8907 0.1977
ATRAM Philippine Equity Smart Index Fund (A Unit Class) 94.031999 -7.3546 -1.0628
ATRAM Philippine Equity Smart Index Fund (D Unit Class) 93.703700 ---- -0.7927
ATRAM PSE Index Tracker Fund 96.754736 -5.7999 -0.2214

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Bond Income Feeder Fund 100.899028
* as of May 17, 2026
11.8878 2.0010

Fund of Funds - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Capital Accumulation Fund-of-Funds (PHP Unit Class) 131.769237
* as of May 17, 2026
11.5832 3.1241
ATRAM PHP Global Balanced Multi-Asset Fund-of-Funds (W Unit Class) 108.398628
* as of May 17, 2026
11.5367 4.1555
ATRAM PHP Global Growth Multi-Asset Fund-of-Funds (W Unit Class) 108.995888
* as of May 17, 2026
13.7663 5.4597
ATRAM PHP Global Managed Multi-Asset Fund-of-Funds (W Unit Class) 107.622047
* as of May 17, 2026
9.4054 2.7642

Feeder Fund - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Asian Multi-Asset Income Feeder Fund 124.318909
* as of May 17, 2026
35.7863 16.4320
ATRAM Global Allocation Feeder Fund (A PHP Unit Class) 134.760686
* as of May 17, 2026
27.9530 8.6499
ATRAM Global Multi-Asset Income Feeder Fund (PHP Unit Class) 111.801059
* as of May 17, 2026
18.0768 7.1560
ATRAM US Multi-Asset Income Feeder Fund 139.729550
* as of May 17, 2026
15.3208 3.3876

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Asia Equity Opportunity Feeder Fund 195.000131
* as of May 17, 2026
52.4234 20.5973
ATRAM Global Consumer Trends Feeder Fund 237.763296
* as of May 17, 2026
43.8156 15.4360
ATRAM Global Dividend Feeder Fund (PHP Unit Class) 237.407350
* as of May 17, 2026
21.6223 8.6796
ATRAM Global Equity Opportunity Fund (PHP Unit Class) 141.488582
* as of May 17, 2026
27.3872 11.4840
ATRAM Global Financials Feeder Fund 299.011834
* as of May 17, 2026
32.9884 -2.2837
ATRAM Global Health Care Feeder Fund 101.666198
* as of May 17, 2026
9.1203 -5.8897
ATRAM Global Infra Equity Feeder Fund 138.814100
* as of May 17, 2026
24.6184 14.4374
ATRAM Global Technology Feeder Fund (A PHP Unit Class) 495.475845
* as of May 17, 2026
45.2105 16.7918
ATRAM Global Technology Feeder Fund (D PHP Unit Class) 117.742964
* as of May 17, 2026
---- 16.5658
ATRAM Nasdaq Equity Income Feeder Fund (A PHP Unit Class) 106.348281
* as of May 17, 2026
---- ----
ATRAM Nasdaq Equity Income Feeder Fund (D PHP Unit Class) 105.918574
* as of May 17, 2026
---- ----
ATRAM US Equity Opportunity Feeder Fund (PHP Unit Class) 124.932806
* as of May 17, 2026
---- 9.1603

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Cash Management Fund (M Unit Class) 106.733412 3.6710 1.1526
ATRAM Peso Liquid Fund (A Unit Class) 1.184500 3.4588 0.8343
ATRAM Peso Liquid Fund (V Unit Class) 1.159900 3.8313 0.9750
ATRAM Peso Money Market Fund (A Unit Class) 127.625616 3.2720 1.0384
ATRAM Peso Money Market Fund (D Unit Class) 102.451906 ---- 1.1957
ATRAM Peso Money Market Fund (Z Unit Class) 102.134739 ---- 1.2358
ATRAM Short Term Peso Bond Fund 176.593560 3.2764 0.9759

Fixed Income Fund - Medium Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Medium Term Peso Bond Fund (A Unit Class) 142.520709 1.7595 -1.5183
ATRAM Medium Term Peso Bond Fund (D Unit Class) 102.003602 ---- -1.1717
ATRAM Medium Term Peso Bond Fund (Z Unit Class) 105.153292 2.8150 -1.1325

Fixed Income Fund - Long Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Long Term Peso Bond Fund (A Unit Class) 1.109300 0.1535 -3.3711
ATRAM Long Term Peso Bond Fund (D Unit Class) 1.012100 ---- -3.0834
ATRAM Peso Fixed Income Fund 337.136355 -1.1650 -3.8870
ATRAM Tax-Exempt Peso Bond Fund 298.320445 1.0754 -3.0688

Multi-Asset Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Balanced Fund 139.411685 -5.4411 -2.6370
ATRAM Peso Diversified Income Fund 101.884982 -3.5179 -4.0213
ATRAM Philippine Balanced Fund (A Unit Class) 0.991700 -5.9287 -2.9743

Equity Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Artificial Intelligence Feeder Fund (A Unit Class) 141.293591
* as of May 17, 2026
---- 18.5358
ATRAM Global Artificial Intelligence Feeder Fund (D Unit Class) 142.337498
* as of May 17, 2026
---- 18.4373
ATRAM Philippine Equity Opportunity Fund 475.390984 -11.2055 -3.1954
ATRAM Philippine Sustainable Development and Growth Fund (A Unit Class) 112.374481 -1.0420 -3.1218
ATRAM Philippine Sustainable Development and Growth Fund (D Unit Class) 100.698343 ---- -2.7209
ATRAM Philippine Sustainable Development and Growth Fund (Y Unit Class) 120.519543 0.1464 -2.6757
ATRAM Soldivo Philippine Equity Leaders Fund (A Unit Class) 1.083800 -10.5480 -1.9452
ATRAM Soldivo Philippine Equity Leaders Fund (D Unit Class) 0.991600 ---- -1.3726

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Dividend Feeder Fund (USD Unit Class) 1.200716
* as of May 17, 2026
9.8395 3.7283
ATRAM Global Equity Opportunity Feeder Fund (USD Unit Class) 1.829539
* as of May 17, 2026
14.8230 6.0976
ATRAM Global Technology Feeder Fund (A USD Unit Class) 1.127115
* as of May 17, 2026
---- 11.1281
ATRAM Nasdaq Equity Income Feeder Fund (A USD Unit Class) 1.010155
* as of May 17, 2026
---- ----
ATRAM US Equity Opportunity Feeder Fund (USD Unit Class) 3.148365
* as of May 17, 2026
12.3420 4.4047

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Dollar Short Term Income Feeder Fund 0.885170
* as of May 17, 2026
-0.0870 -1.1601
ATRAM Global Total Return Bond Feeder Fund 0.609996
* as of May 17, 2026
0.1946 -1.6088

Feeder Fund - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Allocation Feeder Fund (A USD Unit Class) 1.749320
* as of May 17, 2026
15.2206 3.4313
ATRAM Global Multi-Asset Income Feeder Fund (USD Unit Class) 0.931550
* as of May 17, 2026
6.4773 2.0939

Fund of Funds - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Capital Accumulation Fund-of-Funds (USD Unit Class) 114.435322
* as of May 17, 2026
5.3261 0.7339

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Dollar Money Market Fund 1.199091 3.1017 0.9803
ATRAM USD Money Market Fund (A Unit Class) 1.132200 4.0243 0.7295

Fixed Income Fund - Medium Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Medium Term Dollar Bond Fund 2.590543 1.4364 -0.8115
ATRAM USD Total Return Bond Fund (A Unit Class) 1.088100 4.5647 -0.8655