UNIT INVESTMENT TRUST FUND

Unit Investment Trust Funds - Net Asset Values per unit (UITF NAVpus) as of Nov 6, 2025

Peso

Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
UnionBank PSE Index Tracker Fund Equity Index Tracker Fund 93.155073 -16.6462 -8.7860
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
UnionBank PHP Capital Accumulation  Global Fund of Funds Fund of Funds - Multi-Asset 0 ---- ----
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
UnionBank PHP Short Term Fixed Income Fund Money Market Fund 174.489034 4.5200 4.0664
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
UnionBank PHP Fixed Income Fund Fixed Income Fund - Long Term 350.262070 3.5073 3.2279
UnionBank PHP Tax Exempt Fixed Income Fund Fixed Income Fund - Long Term 306.481276 5.6011 5.1441
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
UnionBank PHP Balanced Fund Multi-Asset Fund 140.030703 -8.7878 -3.1003
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
UnionBank PHP Equity Fund Equity Fund 474.697829 -17.5907 -8.5739

Dollar

Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
UnionBank USD Capital Accumulation  Global Fund of Funds Fund of Funds - Multi-Asset 0 ---- ----
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
UnionBank USD Short Term Fixed Income Fund Money Market Fund 1.182834 3.7090 3.3574
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
UnionBank USD Fixed Income Fund Fixed Income Fund - Medium Term 2.609227 4.6010 4.5524