UNIT INVESTMENT TRUST FUND

Unit Investment Trust Funds - Net Asset Values per unit (UITF NAVpus) as of Mar 12, 2026

Peso

Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Philippine Equity Index Tracker Fund (A Unit Class) Equity Index Tracker Fund 1.137400 0.6460 1.2012
ATRAM Philippine Equity Index Tracker Fund (V Unit Class) Equity Index Tracker Fund 1.161900 1.5292 1.3786
ATRAM Philippine Equity Index Tracker Fund (Z Unit Class) Equity Index Tracker Fund 0.871900 1.6793 1.4073
ATRAM Philippine Equity Smart Index Fund (A Unit Class) Equity Index Tracker Fund 95.837952 -1.1822 0.8374
ATRAM Philippine Equity Smart Index Fund (D Unit Class) Equity Index Tracker Fund 95.350844 ---- 0.9512
UnionBank PSE Index Tracker Fund Equity Index Tracker Fund 98.124959 1.1832 1.1916
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Bond Income Feeder Fund Feeder Fund - Fixed Income 98.226577
* as of Mar 11, 2026
4.7686 -0.7007
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 104.610639
* as of Mar 11, 2026
10.2397 0.5158
ATRAM PHP Global Growth Multi-Asset Fund-of-Funds (W Unit Class) Fund of Funds - Multi-Asset 104.156103
* as of Mar 11, 2026
12.2781 0.7769
ATRAM PHP Global Managed Multi-Asset Fund-of-Funds (W Unit Class) Fund of Funds - Multi-Asset 104.829772
* as of Mar 11, 2026
8.3041 0.0979
UnionBank Capital Accumulation Global Fund of Funds (PHP Unit Class) Fund of Funds - Multi-Asset 129.322130
* as of Mar 11, 2026
9.9977 1.2090
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Asian Multi-Asset Income Feeder Fund Feeder Fund - Multi-Asset 111.593442
* as of Mar 11, 2026
16.9860 4.5138
ATRAM Global Allocation Feeder Fund (A PHP Unit Class) Feeder Fund - Multi-Asset 124.571357
* as of Mar 11, 2026
21.4024 0.4348
ATRAM Global Multi-Asset Income Feeder Fund (PHP Unit Class) Feeder Fund - Multi-Asset 106.122710
* as of Mar 11, 2026
9.8847 1.7135
ATRAM US Multi-Asset Income Feeder Fund Feeder Fund - Multi-Asset 135.880055
* as of Mar 11, 2026
11.8170 0.5393
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Asia Equity Opportunity Feeder Fund Feeder Fund - Equity 174.039687
* as of Mar 11, 2026
39.3173 7.6344
ATRAM Global Consumer Trends Feeder Fund Feeder Fund - Equity 184.537466
* as of Mar 11, 2026
28.8043 -10.4056
ATRAM Global Dividend Feeder Fund (PHP Unit Class) Feeder Fund - Equity 224.738911
* as of Mar 11, 2026
17.3115 2.8803
ATRAM Global Equity Opportunity Fund (PHP Unit Class) Feeder Fund - Equity 129.190930
* as of Mar 11, 2026
19.0657 1.7942
ATRAM Global Financials Feeder Fund Feeder Fund - Equity 275.877488
* as of Mar 11, 2026
33.4862 -9.8439
ATRAM Global Health Care Feeder Fund Feeder Fund - Equity 102.672422
* as of Mar 11, 2026
0.7245 -4.9582
ATRAM Global Infra Equity Feeder Fund Feeder Fund - Equity 135.329270
* as of Mar 11, 2026
26.7250 11.5646
ATRAM Global Technology Feeder Fund (A PHP Unit Class) Feeder Fund - Equity 423.302799
* as of Mar 11, 2026
28.8721 -0.2206
ATRAM Global Technology Feeder Fund (D PHP Unit Class) Feeder Fund - Equity 100.648406
* as of Mar 11, 2026
---- -0.3579
ATRAM Nasdaq Equity Income Feeder Fund (A PHP Unit Class) Feeder Fund - Equity 97.917147
* as of Mar 11, 2026
---- ----
ATRAM Nasdaq Equity Income Feeder Fund (D PHP Unit Class) Feeder Fund - Equity 97.251069
* as of Mar 11, 2026
---- ----
ATRAM US Equity Opportunity Feeder Fund (PHP Unit Class) Feeder Fund - Equity 109.460327
* as of Mar 11, 2026
---- -4.3588
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Liquid Fund (A Unit Class) Money Market Fund 1.181500 3.9321 0.5789
ATRAM Peso Liquid Fund (V Unit Class) Money Market Fund 1.156200 4.3031 0.6529
ATRAM Peso Money Market Fund (A Unit Class) Money Market Fund 127.068682 3.5359 0.5975
ATRAM Peso Money Market Fund (D Unit Class) Money Market Fund 101.928914 ---- 0.6791
ATRAM Peso Money Market Fund (Z Unit Class) Money Market Fund 101.593966 ---- 0.6998
UnionBank Peso Cash Management Fund (M Unit Class) Money Market Fund 106.214316 3.9404 0.6607
UnionBank PHP Short Term Fixed Income Fund Money Market Fund 176.040183 3.6622 0.6595
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Medium Term Peso Bond Fund (A Unit Class) Fixed Income Fund - Medium Term 143.723062 3.8998 -0.6874
ATRAM Medium Term Peso Bond Fund (D Unit Class) Fixed Income Fund - Medium Term 102.656936 ---- -0.5387
ATRAM Medium Term Peso Bond Fund (Z Unit Class) Fixed Income Fund - Medium Term 105.840743 4.9673 -0.4861
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Long Term Peso Bond Fund (A Unit Class) Fixed Income Fund - Long Term 1.135300 4.0033 -1.1063
ATRAM Long Term Peso Bond Fund (D Unit Class) Fixed Income Fund - Long Term 1.034400 ---- -0.9480
UnionBank PHP Fixed Income Fund Fixed Income Fund - Long Term 348.043210 2.9365 -0.7776
UnionBank PHP Tax Exempt Fixed Income Fund Fixed Income Fund - Long Term 306.007487 4.9698 -0.5711
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Peso Diversified Income Fund Multi-Asset Fund 102.663113 -3.2413 -3.2883
ATRAM Philippine Balanced Fund (A Unit Class) Multi-Asset Fund 1.021000 -0.6713 -0.1076
UnionBank PHP Balanced Fund Multi-Asset Fund 143.077436 0.7142 -0.0769
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Artificial Intelligence Feeder Fund (A Unit Class) Equity Fund 115.100438
* as of Mar 11, 2026
---- -3.4385
ATRAM Global Artificial Intelligence Feeder Fund (D Unit Class) Equity Fund 115.904703
* as of Mar 11, 2026
---- -3.5571
ATRAM Philippine Sustainable Development and Growth Fund (A Unit Class) Equity Fund 117.374872 6.8503 1.1891
ATRAM Philippine Sustainable Development and Growth Fund (D Unit Class) Equity Fund 104.882935 ---- 1.3216
ATRAM Philippine Sustainable Development and Growth Fund (Y Unit Class) Equity Fund 125.599052 8.1231 1.4263
ATRAM Soldivo Philippine Equity Leaders Fund (A Unit Class) Equity Fund 1.112900 -3.8448 0.6876
ATRAM Soldivo Philippine Equity Leaders Fund (D Unit Class) Equity Fund 1.015400 ---- 0.9946
UnionBank PHP Equity Fund Equity Fund 490.066028 -2.3779 -0.2071

Dollar

Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Dividend Feeder Fund (USD Unit Class) Feeder Fund - Equity 1.184499
* as of Mar 11, 2026
13.8430 2.3273
ATRAM Global Equity Opportunity Feeder Fund (USD Unit Class) Feeder Fund - Equity 1.744496
* as of Mar 11, 2026
15.2819 1.1659
ATRAM Global Technology Feeder Fund (A USD Unit Class) Feeder Fund - Equity 1.005111
* as of Mar 11, 2026
---- -0.9009
ATRAM Nasdaq Equity Income Feeder Fund (A USD Unit Class) Feeder Fund - Equity 0.970248
* as of Mar 11, 2026
---- ----
ATRAM US Equity Opportunity Feeder Fund (USD Unit Class) Feeder Fund - Equity 2.864547
* as of Mar 11, 2026
12.4421 -5.0071
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Dollar Short Term Income Feeder Fund Feeder Fund - Fixed Income 0.889039
* as of Mar 11, 2026
-0.0549 -0.7280
ATRAM Global Total Return Bond Feeder Fund Feeder Fund - Fixed Income 0.621752
* as of Mar 11, 2026
1.2741 0.2874
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM Global Allocation Feeder Fund (A USD Unit Class) Feeder Fund - Multi-Asset 1.687810
* as of Mar 11, 2026
17.4353 -0.2056
ATRAM Global Multi-Asset Income Feeder Fund (USD Unit Class) Feeder Fund - Multi-Asset 0.922432
* as of Mar 11, 2026
6.3354 1.0946
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
UnionBank Capital Accumulation Global Fund of Funds (USD Unit Class) Fund of Funds - Multi-Asset 114.616919
* as of Mar 11, 2026
6.9567 0.8937
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM USD Money Market Fund (A Unit Class) Money Market Fund 1.128300 4.1636 0.3826
UnionBank USD Short Term Fixed Income Fund Money Market Fund 1.194182 3.2730 0.5669
Fund Name Classification NAVpu ROI-YOY% ROI-YTD%
ATRAM USD Total Return Bond Fund (A Unit Class) Fixed Income Fund - Medium Term 1.097800 5.9448 0.0182
UnionBank USD Fixed Income Fund Fixed Income Fund - Medium Term 2.604723 3.0003 -0.2686