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%
ATRAM Philippine Equity Index Tracker Fund (A Unit Class) Equity Index Tracker Fund 1.080600 -16.5366 -8.6405
ATRAM Philippine Equity Index Tracker Fund (V Unit Class) Equity Index Tracker Fund 1.100500 -15.8124 -7.9542
ATRAM Philippine Equity Index Tracker Fund (Z Unit Class) Equity Index Tracker Fund 0.825400 -15.6895 -7.8383
ATRAM Philippine Equity Smart Index Fund (A Unit Class) Equity Index Tracker Fund 91.744485 -16.6529 -9.3215
ATRAM Philippine Equity Smart Index Fund (D Unit Class) Equity Index Tracker Fund 91.113895 ---- ----
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Bond Income Feeder Fund Feeder Fund - Fixed Income 97.905758
* as of Nov 5, 2025
3.3923 3.7787
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM PHP Global Balanced Multi-Asset Fund-of-Funds (W Unit Class) Fund of Funds - Multi-Asset 102.182527
* as of Nov 5, 2025
2.9711 6.0203
ATRAM PHP Global Growth Multi-Asset Fund-of-Funds (W Unit Class) Fund of Funds - Multi-Asset 100.997909
* as of Nov 5, 2025
1.9414 6.3554
ATRAM PHP Global Managed Multi-Asset Fund-of-Funds (W Unit Class) Fund of Funds - Multi-Asset 103.251226
* as of Nov 5, 2025
3.8880 5.4729
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Asian Multi-Asset Income Feeder Fund Feeder Fund - Multi-Asset 105.671338
* as of Nov 5, 2025
5.1074 7.9133
ATRAM Global Allocation Feeder Fund (PHP Unit Class) Feeder Fund - Multi-Asset 121.516381
* as of Nov 5, 2025
13.0063 13.6297
ATRAM Global Multi-Asset Income Feeder Fund (PHP Unit Class) Feeder Fund - Multi-Asset 103.739509
* as of Nov 5, 2025
3.4457 5.1093
ATRAM US Multi-Asset Income Feeder Fund Feeder Fund - Multi-Asset 135.570379
* as of Nov 5, 2025
7.2126 6.9381
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Asia Equity Opportunity Feeder Fund Feeder Fund - Equity 158.438458
* as of Nov 5, 2025
21.5749 26.3915
ATRAM Global Consumer Trends Feeder Fund Feeder Fund - Equity 217.997238
* as of Nov 5, 2025
44.6893 29.7114
ATRAM Global Dividend Feeder Fund (PHP Unit Class) Feeder Fund - Equity 211.761617
* as of Nov 5, 2025
9.8725 16.1116
ATRAM Global Equity Opportunity Fund (PHP Unit Class) Feeder Fund - Equity 127.511107
* as of Nov 5, 2025
8.0318 10.7638
ATRAM Global Financials Feeder Fund Feeder Fund - Equity 277.601360
* as of Nov 5, 2025
35.5621 29.4324
ATRAM Global Health Care Feeder Fund Feeder Fund - Equity 101.998830
* as of Nov 5, 2025
-7.1655 -0.5903
ATRAM Global Infra Equity Feeder Fund Feeder Fund - Equity 119.433265
* as of Nov 5, 2025
10.3957 14.4366
ATRAM Global Technology Feeder Fund Feeder Fund - Equity 422.052693
* as of Nov 5, 2025
24.0249 23.9935
ATRAM US Equity Opportunity Feeder Fund (PHP Unit Class) Feeder Fund - Equity 114.813706
* as of Nov 5, 2025
---- ----
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Liquid Fund (A Unit Class) Money Market Fund 1.168500 4.1351 3.6456
ATRAM Peso Liquid Fund (V Unit Class) Money Market Fund 1.142100 4.5113 3.9690
ATRAM Peso Money Market Fund (A Unit Class) Money Market Fund 125.726116 3.9275 3.3016
ATRAM Peso Money Market Fund (D Unit Class) Money Market Fund 100.710896 ---- ----
ATRAM Peso Money Market Fund (Z Unit Class) Money Market Fund 100.365333 ---- ----
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Medium Term Peso Bond Fund (A Unit Class) Fixed Income Fund - Medium Term 144.349862 5.3478 5.3277
ATRAM Medium Term Peso Bond Fund (D Unit Class) Fixed Income Fund - Medium Term 102.849107 ---- ----
ATRAM Medium Term Peso Bond Fund (Z Unit Class) Fixed Income Fund - Medium Term 105.930464 6.4120 6.2407
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Long Term Peso Bond Fund (A Unit Class) Fixed Income Fund - Long Term 1.145700 5.4293 5.7016
ATRAM Long Term Peso Bond Fund (D Unit Class) Fixed Income Fund - Long Term 1.041100 ---- ----
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Diversified Income Fund Multi-Asset Fund 104.762014 -0.0899 0.3277
ATRAM Philippine Balanced Fund (A Unit Class) Multi-Asset Fund 1.001100 -9.8108 -4.6753
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Artificial Intelligence Feeder Fund (A Unit Class) Equity Fund 117.636736
* as of Nov 5, 2025
---- ----
ATRAM Global Artificial Intelligence Feeder Fund (D Unit Class) Equity Fund 118.761242
* as of Nov 5, 2025
---- ----
ATRAM Philippine Equity Leaders Fund (A Unit Class) Equity Fund 1.037300 -17.5241 -10.4695
ATRAM Philippine Equity Leaders Fund (D Unit Class) Equity Fund 0.941400 ---- ----
ATRAM Philippine Sustainable Development and Growth Fund (A Unit Class) Equity Fund 108.862429 -8.5103 -3.3255
ATRAM Philippine Sustainable Development and Growth Fund (D Unit Class) Equity Fund 97.003936 ---- ----
ATRAM Philippine Sustainable Development and Growth Fund (Y Unit Class) Equity Fund 116.061270 -7.3681 -2.3074

Dollar

Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Dividend Feeder Fund (USD Unit Class) Feeder Fund - Equity 1.120742
* as of Nov 5, 2025
---- 14.3341
ATRAM Global Equity Opportunity Feeder Fund (USD Unit Class) Feeder Fund - Equity 1.730156
* as of Nov 5, 2025
7.1182 8.8653
ATRAM US Equity Opportunity Feeder Fund (USD Unit Class) Feeder Fund - Equity 3.022576
* as of Nov 5, 2025
8.6184 5.8756
ATRAM USD Global Technology Leaders Feeder Fund (A Unit Class) Feeder Fund - Equity 2.454000 26.7104 23.0877
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Dollar Short Term Income Feeder Fund Feeder Fund - Fixed Income 0.890467
* as of Nov 5, 2025
-0.3100 -0.1553
ATRAM Global Total Return Bond Feeder Fund Feeder Fund - Fixed Income 0.619989
* as of Nov 5, 2025
0.5381 1.4566
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Allocation Feeder Fund (USD Unit Class) Feeder Fund - Multi-Asset 1.656964
* as of Nov 5, 2025
13.4132 13.2212
ATRAM Global Multi-Asset Income Feeder Fund (USD Unit Class) Feeder Fund - Multi-Asset 0.906536
* as of Nov 5, 2025
2.0160 2.8285
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Developed Markets Multi-Asset Fund-of-Funds (A Unit Class) Fund of Funds - Multi-Asset 1.309600 10.9454 11.6644
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM USD Money Market Fund (A Unit Class) Money Market Fund 1.120500 4.7196 4.1938
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM USD Total Return Bond Fund (A Unit Class) Fixed Income Fund - Medium Term 1.093300 6.8615 7.8205