UNIT INVESTMENT TRUST FUND

Unit Investment Trust Funds - Net Asset Values per unit (UITF NAVpus) as of Dec 15, 2025

Equity Index Tracker Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Philippine Equity Index Tracker Fund (A Unit Class) 1.124400 -6.1984 -4.9374
ATRAM Philippine Equity Index Tracker Fund (V Unit Class) 1.146200 -5.3744 -4.1318
ATRAM Philippine Equity Index Tracker Fund (Z Unit Class) 0.859800 -5.2353 -3.9973
ATRAM Philippine Equity Smart Index Fund (A Unit Class) 95.259208 -7.3980 -5.8476
ATRAM Philippine Equity Smart Index Fund (D Unit Class) 94.632600 ---- ----

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Bond Income Feeder Fund 98.812720
* as of Dec 14, 2025
2.7843 4.7401

Fund of Funds - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM PHP Global Balanced Multi-Asset Fund-of-Funds (W Unit Class) 103.788862
* as of Dec 14, 2025
6.0909 7.6870
ATRAM PHP Global Growth Multi-Asset Fund-of-Funds (W Unit Class) 102.931273
* as of Dec 14, 2025
6.4545 8.3913
ATRAM PHP Global Managed Multi-Asset Fund-of-Funds (W Unit Class) 104.601441
* as of Dec 14, 2025
5.7378 6.8522

Feeder Fund - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Asian Multi-Asset Income Feeder Fund 106.454586
* as of Dec 14, 2025
6.7729 8.7132
ATRAM Global Allocation Feeder Fund (A PHP Unit Class) 123.910911
* as of Dec 14, 2025
12.5128 15.8688
ATRAM Global Multi-Asset Income Feeder Fund (PHP Unit Class) 104.862625
* as of Dec 14, 2025
3.3353 6.2472
ATRAM US Multi-Asset Income Feeder Fund 136.954270
* as of Dec 14, 2025
4.7055 8.0297

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Asia Equity Opportunity Feeder Fund 160.777370
* as of Dec 14, 2025
25.5533 28.2573
ATRAM Global Consumer Trends Feeder Fund 212.466248
* as of Dec 14, 2025
21.8656 26.4204
ATRAM Global Dividend Feeder Fund (PHP Unit Class) 215.957717
* as of Dec 14, 2025
14.9809 18.4123
ATRAM Global Equity Opportunity Fund (PHP Unit Class) 127.654959
* as of Dec 14, 2025
7.4195 10.8888
ATRAM Global Financials Feeder Fund 303.003519
* as of Dec 14, 2025
37.9208 41.2762
ATRAM Global Health Care Feeder Fund 106.176409
* as of Dec 14, 2025
0.0001 3.4812
ATRAM Global Infra Equity Feeder Fund 121.051573
* as of Dec 14, 2025
11.5635 15.9872
ATRAM Global Technology Feeder Fund (A PHP Unit Class) 422.935540
* as of Dec 14, 2025
20.2844 24.2529
ATRAM Global Technology Feeder Fund (D PHP Unit Class) 100.524518
* as of Dec 14, 2025
---- ----
ATRAM US Equity Opportunity Feeder Fund (PHP Unit Class) 113.745031
* as of Dec 14, 2025
---- ----

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Liquid Fund (A Unit Class) 1.173500 4.2462 4.0891
ATRAM Peso Liquid Fund (V Unit Class) 1.147400 4.6230 4.4515
ATRAM Peso Money Market Fund (A Unit Class) 126.174936 3.8507 3.6704
ATRAM Peso Money Market Fund (D Unit Class) 101.114202 ---- ----
ATRAM Peso Money Market Fund (Z Unit Class) 100.757264 ---- ----

Fixed Income Fund - Medium Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Medium Term Peso Bond Fund (A Unit Class) 144.745167 5.3614 5.6162
ATRAM Medium Term Peso Bond Fund (D Unit Class) 103.210185 ---- ----
ATRAM Medium Term Peso Bond Fund (Z Unit Class) 106.336326 6.4326 6.6478

Fixed Income Fund - Long Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Long Term Peso Bond Fund (A Unit Class) 1.148100 5.3303 5.9231
ATRAM Long Term Peso Bond Fund (D Unit Class) 1.044100 ---- ----

Multi-Asset Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Diversified Income Fund 106.230707 1.3022 1.7343
ATRAM Philippine Balanced Fund (A Unit Class) 1.021300 -3.9229 -2.7519

Equity Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Artificial Intelligence Feeder Fund (A Unit Class) 118.671686
* as of Dec 14, 2025
---- ----
ATRAM Global Artificial Intelligence Feeder Fund (D Unit Class) 119.424415
* as of Dec 14, 2025
---- ----
ATRAM Philippine Equity Leaders Fund (A Unit Class) 1.107500 -6.5795 -4.4105
ATRAM Philippine Equity Leaders Fund (D Unit Class) 1.006800 ---- ----
ATRAM Philippine Sustainable Development and Growth Fund (A Unit Class) 114.370265 1.3576 1.5657
ATRAM Philippine Sustainable Development and Growth Fund (D Unit Class) 102.046734 ---- ----
ATRAM Philippine Sustainable Development and Growth Fund (Y Unit Class) 122.081298 2.6041 2.7598

Feeder Fund - Equity

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Dividend Feeder Fund (USD Unit Class) 1.139017
* as of Dec 14, 2025
14.3857 16.1985
ATRAM Global Equity Opportunity Feeder Fund (USD Unit Class) 1.724489
* as of Dec 14, 2025
6.2355 8.5087
ATRAM Global Technology Feeder Fund (A USD Unit Class) 1.010759
* as of Dec 14, 2025
---- ----
ATRAM US Equity Opportunity Feeder Fund (USD Unit Class) 2.983654
* as of Dec 14, 2025
2.3764 4.5122

Feeder Fund - Fixed Income

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Dollar Short Term Income Feeder Fund 0.893955
* as of Dec 14, 2025
-0.2032 0.2358
ATRAM Global Total Return Bond Feeder Fund 0.617126
* as of Dec 14, 2025
-0.6121 0.9881

Feeder Fund - Multi-Asset

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Allocation Feeder Fund (A USD Unit Class) 1.681870
* as of Dec 14, 2025
12.8010 14.9230
ATRAM Global Multi-Asset Income Feeder Fund (USD Unit Class) 0.912771
* as of Dec 14, 2025
1.7731 3.5357

Money Market Fund

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM USD Money Market Fund (A Unit Class) 1.122900 4.4753 4.4170

Fixed Income Fund - Medium Term

Fund Name NAVpu ROI-YOY% ROI-YTD%
ATRAM USD Total Return Bond Fund (A Unit Class) 1.095300 6.7232 8.0178