1YBottom 25% of the group
Rank 121 of 129 funds
Return +4.56%
1Y returns of 129 funds in the Aggressive Allocation group, sorted from highest to lowest. This fund ranks 121No. 1 is K-SUPSTAR-SSFX +32.55%
K WealthPLUS Ultimate Fund
Shows where this fund stands in its group. Not investment advice · Data as of 3 Nov 2026
K-WPULTIMATE is a fund of funds that puts 99.73% into units of other funds, spread across several funds
This fundK-WPULTIMATEThis fund's manager selects the funds and adjusts their weights. The funds it holds also charge their own fees
Over the past year it was in the bottom 25% of its group; over 5 years it returned +1.02% per year (Top 25% of the group)
No. 1 is K-SUPSTAR-SSFX +32.55%
Each bar is one fund in the AIMC Aggressive Allocation 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 |
|---|---|---|---|---|---|---|---|---|---|
| +7.04% | −2.78% | −2.60% | −6.34% | −3.32% | +0.22% | +4.59% | +26.77% | +5.19% | +7.38% |
Total return over each period, matching the NAV chart periods · Not annualised
| Year | Jan |
|---|
Largest drawdown in the selected period −24.16% Previous peak 17 Nov 2021 (NAV 10.3757) → Trough 12 Oct 2022 (NAV 7.8688) · Back to the previous peak on 27 Oct 2025, after 3 years
Currently −7.67% from the peak NAV of 11.6300 (6 Oct 2026)
Over 5 years, K-WPULTIMATE returned 0.08 per unit of volatility, ranking 16 of 65 funds · The highest is BCAP-GW90 (0.45)
กองทุนจะลงทุนในหน่วยลงทุนของกองทุนรวม (กองทุนปลายทาง) ทั้งในและต่างประเทศ ตั้งแต่ 2 กองทุนขึ้นไป โดยเฉลี่ยในรอบปีบัญชีไม่น้อยกว่าร้อยละ 80 ของมูลค่าทรัพย์สินสุทธิของกองทุน ซึ่งกองทุนปลายทางดังกล่าวมีนโยบายลงทุนทั้งในตราสารทุน ตราสารหนี้ ทรัพย์สินทางเลือก และหรือหลักทรัพย์หรือทรัพย์สินอื่นใดตามที่กฎห… Its largest holdings are JPMorgan US Research Enhanced Index Equity Active UCITS ETF 25.24% · JPM US Technology I (acc) - USD 12.00% · JPMorgan Global Research Enhanced Index Equity Active UCITS ETF 10.81% (fact sheet 30 Sep 2026)
Risk level 6 of 8 (High risk). Since 13 Aug 2021, its NAV has fallen as much as −24.16% from its peak.
Actual total expense ratio (TER) 1.36% a year, against a ceiling of 4.87%. Management fee 1.28%. Front-end fee 0.50%. Back-end fee 0.00%. (Fact sheet 1 Oct 2026)
No. Gains or losses accumulate in the NAV, and investors receive their return when they redeem units
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
Top 5 funds, as disclosed in the AMC fact sheet · What each fund holds is not shown yet · This fund's performance therefore depends on the funds it holds
No. 1 is K-FITXL +13.47% per year
No. 1 is BCAP-GW90 +4.45% per year
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| 2026 | +1.3 | −0.4 | −3.6 | +9.7 | +5.7 | +0.5 | −3.4 | +3.5 | +0.3 | −5.0 | −1.0 | · | +7.0* |
| 2025 | +1.9 | −1.3 | −1.8 | −3.7 | +4.5 | +3.8 | +1.9 | +0.5 | +2.5 | +1.7 | −1.6 | −0.7 | +7.5 |
| 2024 | +0.2 | +4.0 | +2.3 | −0.4 | +1.0 | +2.3 | −2.1 | −1.9 | −1.7 | +2.3 | +2.9 | −3.5 | +5.0 |
| 2023 | +4.0 | −2.3 | +1.1 | +0.3 | −1.3 | +3.5 | +2.9 | −2.6 | −1.6 | −3.8 | +4.5 | +2.3 | +6.9 |
| 2022 | −8.1 | +0.1 | −1.2 | −5.8 | −1.6 | −1.7 | +3.2 | −1.1 | −6.1 | +1.3 | +6.7 | −2.8 | −16.6 |
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