1YBelow half the group
Rank 33 of 61 funds
Return +1.51%
1Y returns of 61 funds in the Other Global Sector Equity group, sorted from highest to lowest. This fund ranks 33No. 1 is KT-ENERGY-A +54.04%
K Planetary Transition Fund
Shows where this fund stands in its group. Not investment advice · Data as of 3 Nov 2026
K-PLANET-A(A) invests through the master fund LO Funds – Planetary Transition, (USD), I Class A 99.97%
This fundK-PLANET-A(A)
The fund that actually investsLO Funds – Planetary Transition, (USD), I Class AThis fund and the master fund each charge their own fees. See the fees section of this page for the actual fees
NVIDIA NVDA5.10%
Alphabet (Google) GOOGL4.60%
Microsoft MSFT3.10%Data as of 30 Sep 2026 · Top 6 shown, the rest grouped as Other · per Lombard Odier fact sheet
Over the past year it trailed half its group; over 5 years it returned +0.34% per year (Better than half the group)
No. 1 is KT-ENERGY-A +54.04%
Each bar is one fund in the AIMC Other Global Sector Equity group, sorted from highest to lowest return · Every share class is counted, and only funds with a full track record for the period are included · Calculated from NAV as of 3 Nov 2026
Past performance is not a guarantee of future results
| YTD | 1W | 2W | 1M | 3M | 6M | 1Y | 3Y | 5Y | MAX |
|---|---|---|---|---|---|---|---|---|---|
| +4.29% | −1.18% | −1.17% | −2.79% | −3.15% | −3.35% | +1.52% | +37.84% | +1.71% | +32.30% |
Total return over each period, matching the NAV chart periods · Not annualised
| Year | Jan |
|---|
Largest drawdown in the selected period −29.46% Previous peak 12 Jan 2022 (NAV 13.2111) → Trough 27 Oct 2023 (NAV 9.3187) · Back to the previous peak on 22 Jan 2026, after 2 years 2 months
Currently −8.79% from the peak NAV of 14.5056 (2 Jun 2026)
Over 5 years, K-PLANET-A(A) returned 0.02 per unit of volatility, ranking 12 of 24 funds · The highest is KT-ENERGY-A (0.66)
กองทุนมีนโยบายที่จะนำเงินไปลงทุนในต่างประเทศ โดยจะเน้นลงทุนในหน่วยลงทุนของกองทุน LO Funds – Planetary Transition, (USD), I Class A (กองทุนหลัก) ในอัตราส่วนโดยเฉลี่ยในรอบปีบัญชีไม่น้อยกว่าร้อยละ 80 ของมูลค่าทรัพย์สินสุทธิของกองทุน โดยกองทุนหลักมีนโยบายลงทุนในตราสารทุนของบริษัททั่วโลกที่การเติบโตของธ… Its largest holdings are LO Funds - Climate Transition (USD), I Class A 99.97% (fact sheet 30 Sep 2026)
Risk level 6 of 8 (High risk). Since 16 Sep 2020, its NAV has fallen as much as −29.46% from its peak.
Actual total expense ratio (TER) 1.68% a year, against a ceiling of 4.87%. Management fee 1.61%. Front-end fee 1.50%. Back-end fee 0.00%. (Fact sheet 31 Aug 2026)
No. Gains or losses accumulate in the NAV, and investors receive their return when they redeem units
Minimum first purchase 500 THB, subsequent purchases 500 THB. Buy orders accepted until 15:30, sell orders until 15:30, and redemption proceeds are paid T+5
Hedged at the manager's discretion. As of 30 Sep 2026, 90.94% of the value of its foreign investments was hedged
They are share classes of the same fund and invest in the same assets. They differ only in each class's terms, such as dividend policy, fees or who can buy · K-PLANET-A(A): no dividends, TER 1.68% · K-PLANET-C(A): see the conditions in the prospectus
Past performance is not a guarantee of future results · Investing involves risk. Investors should understand the product's features, return conditions and risks before making an investment decision · This fund invests abroad, so investors may lose or gain from exchange rate movements
Amazon AMZN2.90%
Apple AAPL2.70%NVIDIA NVDAProcessors behind chatbots and cloud services, as well as gaming graphics cards
Alphabet (Google) GOOGLParent company of Google, owner of YouTube, Android, Gmail and Google Cloud
Microsoft MSFTOwner of Windows, Microsoft 365, the Azure cloud, Xbox consoles and LinkedIn
Amazon AMZNOnline shopping platform that also owns AWS cloud, Prime Video and the Alexa voice assistant
Apple AAPLMaker of iPhone, Mac, iPad and Apple Watch, with services such as App Store and iCloud
Based on the master fund's share of this fund's value (99.97% as of 30 Sep 2026) × each stock's weight in the master fund · stocks as of 31 Aug 2026 · fact sheet from Lombard Odier · Illustrations are for explanation only, not individual stock recommendations
No. 1 is KT-PRECIOUS-A +42.77% per year
No. 1 is KT-PRECIOUS-A +17.25% per year
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| 2026 | +4.3 | +1.3 | −7.6 | +10.6 | +4.5 | −2.3 | −2.3 | +1.9 | −2.9 | −2.2 | +0.1 | · | +4.3* |
| 2025 | +2.0 | −2.0 | −3.7 | +0.4 | +5.9 | +4.1 | +1.4 | +1.9 | +5.4 | +3.1 | −2.8 | +0.1 | +16.5 |
| 2024 | −1.6 | +2.5 | +3.5 | −2.3 | +2.9 | −0.5 | +2.0 | +1.4 | +0.7 | −3.3 | +2.1 | −4.1 | +2.9 |
| 2023 | +7.2 | −1.7 | +1.8 | −3.6 | −1.1 | +5.5 | +1.1 | −4.6 | −6.5 | −6.3 | +7.8 | +4.9 | +3.1 |
| 2022 | −4.0 | −0.9 | +2.3 | −8.6 | +0.7 | −9.4 | +4.5 | +0.2 | −11.8 | +2.3 | +7.8 | −4.4 | −20.8 |