1YBottom 25% of the group
Rank 112 of 129 funds
Return +4.95%
1Y returns of 129 funds in the Aggressive Allocation group, sorted from highest to lowest. This fund ranks 112No. 1 is K-SUPSTAR-SSFX +32.55%
K WealthPLUS Ultimate RMF
Shows where this fund stands in its group. Not investment advice · Data as of 3 Nov 2026
K-WPULTIRMF is a fund of funds that puts 94.37% into units of other funds, spread across several funds
This fundK-WPULTIRMFThis 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; there is no rank for a longer period yet
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 | MAX |
|---|---|---|---|---|---|---|---|
| +7.40% | −2.84% | −2.59% | −5.97% | −2.86% | +0.85% | +4.99% | +22.31% |
Total return over each period, matching the NAV chart periods · Not annualised
| Year | Jan | Feb | Mar | Apr | May | Jun |
|---|
Largest drawdown in the selected period −14.21% Previous peak 4 Dec 2024 (NAV 11.1915) → Trough 9 Apr 2025 (NAV 9.6017) · Back to the previous peak on 18 Aug 2025, after 4 months
Currently −7.26% from the peak NAV of 13.1882 (6 Oct 2026)
Over 1 year, K-WPULTIRMF returned 0.37 per unit of volatility, ranking 85 of 91 funds · The highest is K-70ThaiESGX-68 (2.66)
กองทุนจะลงทุนในหน่วยลงทุนของกองทุนทั้งในและต่างประเทศ ตั้งแต่ 2 กองทุนขึ้นไป (กองทุนปลายทาง) โดยเฉลี่ยในรอบปีบัญชีไม่น้อยกว่าร้อยละ 80 ของมูลค่าทรัพย์สินสุทธิของกองทุน ซึ่งกองทุนปลายทางดังกล่าวมีนโยบายลงทุนในทรัพย์สินอย่างใดอย่างหนึ่งหรือหลายอย่าง เช่น ตราสารทุน ตราสารหนี้ ทรัพย์สินทางเลือก… Its largest holdings are JPMorgan US Research Enhanced Index Equity Active UCITS ETF 23.20% · JPM US Technology I (acc) - USD 11.54% · JPMorgan Global Research Enhanced Index Equity Active UCITS ETF 9.77% (fact sheet 30 Sep 2026)
Risk level 6 of 8 (High risk). Since 17 Nov 2023, its NAV has fallen as much as −14.21% from its peak.
Actual total expense ratio (TER) 1.34% a year, against a ceiling of 4.87%. Management fee 1.28%. Front-end fee 0.00%. 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
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
| Jul |
|---|
| Aug |
|---|
| Sep |
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| Oct |
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| Nov |
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| Dec |
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| Full year |
|---|
| 2026 | +1.3 | −0.5 | −3.4 | +9.4 | +5.6 | +0.7 | −3.3 | +3.5 | +0.4 | −4.7 | −1.0 | · | +7.4* |
| 2025 | +1.8 | −1.3 | −1.8 | −4.3 | +4.5 | +3.8 | +2.0 | +0.4 | +2.6 | +1.6 | −1.7 | −0.6 | +6.8 |
| 2024 | +0.6 | +3.7 | +2.3 | −1.1 | +0.9 | +2.2 | −2.1 | −1.7 | −1.5 | +2.2 | +3.0 | −3.3 | +5.0 |
| 2023 | · | · | · | · | · | · | · | · | · | · | −0.3 | +1.9 | +1.6* |
Minimum first purchase 500 THB, subsequent purchases 500 THB. Buy orders accepted until 15:30, sell orders until 12:00, and redemption proceeds are paid T+5
K-WPULTIRMF is a retirement mutual fund (RMF). You can buy up to 30% of your assessable income, capped at 500,000 THB a year together with other retirement funds. You must hold it for at least 5 years and can sell only once you turn 55. Check the latest conditions with the Revenue Department before investing