UNIT INVESTMENT TRUST FUND

Unit Investment Trust Funds - Net Asset Values per unit (UITF NAVpus) as of Apr 22, 2026

Equity Index Tracker Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Philippine Equity Index Tracker Fund (A Unit Class) 1.124700 -0.3014 0.0712
ATRAM Philippine Equity Index Tracker Fund (V Unit Class) 1.150000 0.5684 0.3403
ATRAM Philippine Equity Index Tracker Fund (Z Unit Class) 0.863200 0.7235 0.3954
ATRAM Philippine Equity Smart Index Fund (A Unit Class) 94.847178 -2.1210 -0.2051
ATRAM Philippine Equity Smart Index Fund (D Unit Class) 94.444963 ---- -0.0079
UnionBank PSE Index Tracker Fund 97.037745 -0.2102 0.0704

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Bond Income Feeder Fund 98.992941
* as of Apr 21, 2026
9.8683 0.0741

Fund of Funds - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM PHP Global Balanced Multi-Asset Fund-of-Funds (W Unit Class) 106.475513
* as of Apr 21, 2026
13.4087 2.3077
ATRAM PHP Global Growth Multi-Asset Fund-of-Funds (W Unit Class) 106.443519
* as of Apr 21, 2026
16.4617 2.9901
ATRAM PHP Global Managed Multi-Asset Fund-of-Funds (W Unit Class) 106.388351
* as of Apr 21, 2026
10.3753 1.5862
UnionBank Capital Accumulation Global Fund of Funds (PHP Unit Class) 132.403116
* as of Apr 21, 2026
14.7930 3.6202

Feeder Fund - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Asian Multi-Asset Income Feeder Fund 116.171432
* as of Apr 21, 2026
29.9173 8.8014
ATRAM Global Allocation Feeder Fund (A PHP Unit Class) 129.526422
* as of Apr 21, 2026
28.6046 4.4298
ATRAM Global Multi-Asset Income Feeder Fund (PHP Unit Class) 108.574676
* as of Apr 21, 2026
17.5598 4.0636
ATRAM US Multi-Asset Income Feeder Fund 136.702240
* as of Apr 21, 2026
17.9854 1.1477

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Asia Equity Opportunity Feeder Fund 183.288631
* as of Apr 21, 2026
55.4624 13.3544
ATRAM Global Consumer Trends Feeder Fund 217.180954
* as of Apr 21, 2026
59.6064 5.4431
ATRAM Global Dividend Feeder Fund (PHP Unit Class) 234.688097
* as of Apr 21, 2026
22.6372 7.4348
ATRAM Global Equity Opportunity Fund (PHP Unit Class) 136.029449
* as of Apr 21, 2026
34.5584 7.1825
ATRAM Global Financials Feeder Fund 307.655702
* as of Apr 21, 2026
54.3005 0.5411
ATRAM Global Health Care Feeder Fund 102.908409
* as of Apr 21, 2026
11.0978 -4.7398
ATRAM Global Infra Equity Feeder Fund 134.914052
* as of Apr 21, 2026
21.4864 11.2223
ATRAM Global Technology Feeder Fund (A PHP Unit Class) 461.525099
* as of Apr 21, 2026
56.9625 8.7890
ATRAM Global Technology Feeder Fund (D PHP Unit Class) 109.707300
* as of Apr 21, 2026
---- 8.6104
ATRAM Nasdaq Equity Income Feeder Fund (A PHP Unit Class) 100.977669
* as of Apr 21, 2026
---- ----
ATRAM Nasdaq Equity Income Feeder Fund (D PHP Unit Class) 100.406598
* as of Apr 21, 2026
---- ----
ATRAM US Equity Opportunity Feeder Fund (PHP Unit Class) 117.461983
* as of Apr 21, 2026
---- 2.6326

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Liquid Fund (A Unit Class) 1.186800 3.9229 1.0301
ATRAM Peso Liquid Fund (V Unit Class) 1.161800 4.2908 1.1404
ATRAM Peso Money Market Fund (A Unit Class) 127.561015 3.4903 0.9873
ATRAM Peso Money Market Fund (D Unit Class) 102.370469 ---- 1.1153
ATRAM Peso Money Market Fund (Z Unit Class) 102.046182 ---- 1.1480
UnionBank Peso Cash Management Fund (M Unit Class) 106.667033 3.8948 1.0897
UnionBank PHP Short Term Fixed Income Fund 176.744153 3.6206 1.0621

Fixed Income Fund - Medium Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Medium Term Peso Bond Fund (A Unit Class) 144.169968 3.7393 -0.3786
ATRAM Medium Term Peso Bond Fund (D Unit Class) 103.127223 ---- -0.0831
ATRAM Medium Term Peso Bond Fund (Z Unit Class) 106.292415 4.8078 -0.0614

Fixed Income Fund - Long Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Long Term Peso Bond Fund (A Unit Class) 1.133400 3.2240 -1.2718
ATRAM Long Term Peso Bond Fund (D Unit Class) 1.033600 ---- -1.0246
UnionBank PHP Fixed Income Fund 347.360256 2.3125 -0.9723
UnionBank PHP Tax Exempt Fixed Income Fund 306.007380 4.2580 -0.5711

Multi-Asset Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Diversified Income Fund 103.300072 -1.3555 -2.6882
ATRAM Philippine Balanced Fund (A Unit Class) 1.011500 -1.5380 -1.0371
UnionBank PHP Balanced Fund 141.760935 -0.6243 -0.9963

Equity Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Artificial Intelligence Feeder Fund (A Unit Class) 125.271418
* as of Apr 21, 2026
---- 5.0942
ATRAM Global Artificial Intelligence Feeder Fund (D Unit Class) 126.217236
* as of Apr 21, 2026
---- 5.0238
ATRAM Philippine Sustainable Development and Growth Fund (A Unit Class) 115.855665 5.6888 -0.1207
ATRAM Philippine Sustainable Development and Growth Fund (D Unit Class) 103.712069 ---- 0.1905
ATRAM Philippine Sustainable Development and Growth Fund (Y Unit Class) 124.135448 6.9521 0.2443
ATRAM Soldivo Philippine Equity Leaders Fund (A Unit Class) 1.094800 -5.4577 -0.9500
ATRAM Soldivo Philippine Equity Leaders Fund (D Unit Class) 1.000700 ---- -0.4675
UnionBank PHP Equity Fund 481.186219 -4.6800 -2.0153

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Dividend Feeder Fund (USD Unit Class) 1.222280
* as of Apr 21, 2026
16.0738 5.5912
ATRAM Global Equity Opportunity Feeder Fund (USD Unit Class) 1.811574
* as of Apr 21, 2026
26.9837 5.0558
ATRAM Global Technology Feeder Fund (A USD Unit Class) 1.081037
* as of Apr 21, 2026
---- 6.5851
ATRAM Nasdaq Equity Income Feeder Fund (A USD Unit Class) 0.987070
* as of Apr 21, 2026
---- ----
ATRAM US Equity Opportunity Feeder Fund (USD Unit Class) 3.035068
* as of Apr 21, 2026
29.5166 0.6476

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Dollar Short Term Income Feeder Fund 0.886358
* as of Apr 21, 2026
0.2371 -1.0274
ATRAM Global Total Return Bond Feeder Fund 0.613835
* as of Apr 21, 2026
0.3003 -0.9896

Feeder Fund - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Allocation Feeder Fund (A USD Unit Class) 1.733174
* as of Apr 21, 2026
21.4819 2.4766
ATRAM Global Multi-Asset Income Feeder Fund (USD Unit Class) 0.931663
* as of Apr 21, 2026
11.0969 2.1063

Fund of Funds - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
UnionBank Capital Accumulation Global Fund of Funds (USD Unit Class) 114.561051
* as of Apr 21, 2026
8.1397 0.8445

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM USD Money Market Fund (A Unit Class) 1.130000 4.0803 0.5338
UnionBank USD Short Term Fixed Income Fund 1.198130 3.3308 0.8994

Fixed Income Fund - Medium Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM USD Total Return Bond Fund (A Unit Class) 1.100200 6.5053 0.2369
UnionBank USD Fixed Income Fund 2.603125 2.8101 -0.3297