UNIT INVESTMENT TRUST FUND

Unit Investment Trust Funds - Net Asset Values per unit (UITF NAVpus) as of Jan 8, 2026

Peso

Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
UnionBank PSE Index Tracker Fund Equity Index Tracker Fund 101.259262 -0.3425 4.4239
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 175.125645 4.2916 0.1366
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
UnionBank PHP Fixed Income Fund Fixed Income Fund - Long Term 351.707324 3.5118 0.2669
UnionBank PHP Tax Exempt Fixed Income Fund Fixed Income Fund - Long Term 308.527757 5.7071 0.2478
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
UnionBank PHP Balanced Fund Multi-Asset Fund 146.693969 1.4085 2.4488
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
UnionBank PHP Equity Fund Equity Fund 509.101410 -1.6970 3.6691

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 1.188390 3.7950 0.0610
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
UnionBank USD Fixed Income Fund Fixed Income Fund - Medium Term 2.622776 5.3015 0.4139