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%
ATRAM Philippine Equity Index Tracker Fund (A Unit Class) Equity Index Tracker Fund 1.173300 -0.2805 4.3954
ATRAM Philippine Equity Index Tracker Fund (V Unit Class) Equity Index Tracker Fund 1.196700 0.5884 4.4150
ATRAM Philippine Equity Index Tracker Fund (Z Unit Class) Equity Index Tracker Fund 0.897800 0.7406 4.4196
ATRAM Philippine Equity Smart Index Fund (A Unit Class) Equity Index Tracker Fund 99.117144 -1.8010 4.2876
ATRAM Philippine Equity Smart Index Fund (D Unit Class) Equity Index Tracker Fund 98.535888 ---- 4.3233
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Bond Income Feeder Fund Feeder Fund - Fixed Income 100.158870
* as of Jan 7, 2026
5.4886 1.2527
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 106.092520
* as of Jan 7, 2026
9.7349 1.9397
ATRAM PHP Global Growth Multi-Asset Fund-of-Funds (W Unit Class) Fund of Funds - Multi-Asset 105.931876
* as of Jan 7, 2026
11.1742 2.4951
ATRAM PHP Global Managed Multi-Asset Fund-of-Funds (W Unit Class) Fund of Funds - Multi-Asset 106.122079
* as of Jan 7, 2026
8.3483 1.3319
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Asian Multi-Asset Income Feeder Fund Feeder Fund - Multi-Asset 110.244833
* as of Jan 7, 2026
12.2255 3.2508
ATRAM Global Allocation Feeder Fund (A PHP Unit Class) Feeder Fund - Multi-Asset 126.583824
* as of Jan 7, 2026
18.3808 2.0574
ATRAM Global Multi-Asset Income Feeder Fund (PHP Unit Class) Feeder Fund - Multi-Asset 106.267537
* as of Jan 7, 2026
6.5213 1.8523
ATRAM US Multi-Asset Income Feeder Fund Feeder Fund - Multi-Asset 137.728298
* as of Jan 7, 2026
7.5989 1.9069
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Asia Equity Opportunity Feeder Fund Feeder Fund - Equity 168.975519
* as of Jan 7, 2026
34.6958 4.5025
ATRAM Global Consumer Trends Feeder Fund Feeder Fund - Equity 211.423607
* as of Jan 7, 2026
24.7378 2.6479
ATRAM Global Dividend Feeder Fund (PHP Unit Class) Feeder Fund - Equity 222.219947
* as of Jan 7, 2026
21.0870 1.7271
ATRAM Global Equity Opportunity Fund (PHP Unit Class) Feeder Fund - Equity 132.177837
* as of Jan 7, 2026
14.4835 4.1477
ATRAM Global Financials Feeder Fund Feeder Fund - Equity 311.437926
* as of Jan 7, 2026
43.1271 1.7771
ATRAM Global Health Care Feeder Fund Feeder Fund - Equity 111.998403
* as of Jan 7, 2026
7.5894 3.6746
ATRAM Global Infra Equity Feeder Fund Feeder Fund - Equity 121.744223
* as of Jan 7, 2026
14.9334 0.3651
ATRAM Global Technology Feeder Fund (A PHP Unit Class) Feeder Fund - Equity 443.881324
* as of Jan 7, 2026
29.1646 4.6301
ATRAM Global Technology Feeder Fund (D PHP Unit Class) Feeder Fund - Equity 105.684748
* as of Jan 7, 2026
---- 4.6281
ATRAM US Equity Opportunity Feeder Fund (PHP Unit Class) Feeder Fund - Equity 115.474018
* as of Jan 7, 2026
---- 0.8957
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Liquid Fund (A Unit Class) Money Market Fund 1.176100 4.1995 0.1192
ATRAM Peso Liquid Fund (V Unit Class) Money Market Fund 1.150200 4.5731 0.1306
ATRAM Peso Money Market Fund (A Unit Class) Money Market Fund 126.422485 3.7445 0.0859
ATRAM Peso Money Market Fund (D Unit Class) Money Market Fund 101.339603 ---- 0.0970
ATRAM Peso Money Market Fund (Z Unit Class) Money Market Fund 100.988320 ---- 0.0995
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Medium Term Peso Bond Fund (A Unit Class) Fixed Income Fund - Medium Term 145.256232 5.8110 0.3720
ATRAM Medium Term Peso Bond Fund (D Unit Class) Fixed Income Fund - Medium Term 103.617927 ---- 0.3923
ATRAM Medium Term Peso Bond Fund (Z Unit Class) Fixed Income Fund - Medium Term 106.782473 6.8863 0.3993
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Long Term Peso Bond Fund (A Unit Class) Fixed Income Fund - Long Term 1.152200 6.3111 0.3659
ATRAM Long Term Peso Bond Fund (D Unit Class) Fixed Income Fund - Long Term 1.048400 ---- 0.3926
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Diversified Income Fund Multi-Asset Fund 106.816710 1.8620 0.6245
ATRAM Philippine Balanced Fund (A Unit Class) Multi-Asset Fund 1.048200 -0.0095 2.5536
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Artificial Intelligence Feeder Fund (A Unit Class) Equity Fund 122.592945
* as of Jan 7, 2026
---- 2.8472
ATRAM Global Artificial Intelligence Feeder Fund (D Unit Class) Equity Fund 123.612192
* as of Jan 7, 2026
---- 2.8562
ATRAM Philippine Equity Leaders Fund (A Unit Class) Equity Fund 1.147600 -1.3750 3.8270
ATRAM Philippine Equity Leaders Fund (D Unit Class) Equity Fund 1.044300 ---- 3.8691
ATRAM Philippine Sustainable Development and Growth Fund (A Unit Class) Equity Fund 121.387203 7.7524 4.6481
ATRAM Philippine Sustainable Development and Growth Fund (D Unit Class) Equity Fund 108.339008 ---- 4.6603
ATRAM Philippine Sustainable Development and Growth Fund (Y Unit Class) Equity Fund 129.600276 9.0104 4.6574

Dollar

Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Dividend Feeder Fund (USD Unit Class) Feeder Fund - Equity 1.166364
* as of Jan 7, 2026
18.9417 0.7607
ATRAM Global Equity Opportunity Feeder Fund (USD Unit Class) Feeder Fund - Equity 1.778808
* as of Jan 7, 2026
12.2553 3.1557
ATRAM Global Technology Feeder Fund (A USD Unit Class) Feeder Fund - Equity 1.051603
* as of Jan 7, 2026
---- 3.6830
ATRAM US Equity Opportunity Feeder Fund (USD Unit Class) Feeder Fund - Equity 3.013611
* as of Jan 7, 2026
6.6590 -0.0639
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Dollar Short Term Income Feeder Fund Feeder Fund - Fixed Income 0.896327
* as of Jan 7, 2026
0.5312 0.0858
ATRAM Global Total Return Bond Feeder Fund Feeder Fund - Fixed Income 0.626820
* as of Jan 7, 2026
2.6633 1.1049
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Allocation Feeder Fund (A USD Unit Class) Feeder Fund - Multi-Asset 1.709685
* as of Jan 7, 2026
16.1400 1.0878
ATRAM Global Multi-Asset Income Feeder Fund (USD Unit Class) Feeder Fund - Multi-Asset 0.920494
* as of Jan 7, 2026
4.4455 0.8822
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM USD Money Market Fund (A Unit Class) Money Market Fund 1.124400 4.4787 0.0356
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM USD Total Return Bond Fund (A Unit Class) Fixed Income Fund - Medium Term 1.097600 8.6410 ----