1YBetter than half the group
Rank 38 of 76 funds
Return +3.14%
1Y returns of 76 funds in the Conservative Allocation group, sorted from highest to lowest. This fund ranks 38No. 1 is K-BL30-ThaiESG +8.60%
LH WEALTH PLUS FUND
Shows where this fund stands in its group. Not investment advice · Data as of 3 Nov 2026
LHWPLUS-E is a fund of funds that puts 67.02% into units of other funds, spread across several funds
This fundLHWPLUS-EThis fund's manager selects the funds and adjusts their weights. The funds it holds also charge their own fees
Over the past year it trailed half its group; over 5 years it returned −2.24% per year (Bottom 25% of the group)
No. 1 is K-BL30-ThaiESG +8.60%
Each bar is one fund in the AIMC Conservative 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 |
|---|---|---|---|---|---|---|---|---|---|
| +1.03% | +0.04% | +0.64% | −0.52% | −1.74% | +0.61% | +3.14% | +8.44% | −10.72% | −3.58% |
Total return over each period, matching the NAV chart periods · Not annualised
| Year | Jan |
|---|
Largest drawdown in the selected period −20.22% Previous peak 30 Dec 2021 (NAV 11.2548) → Trough 26 Oct 2023 (NAV 8.9795) · Not back to the previous peak as of 4 Nov 2026
Currently −12.74% from the peak NAV of 11.2548 (30 Dec 2021)
Over 5 years, LHWPLUS-E returned -0.51 per unit of volatility, ranking 46 of 48 funds · The highest is M-CR (0.97)
กองทุนมีนโยบายกระจายการลงทุนในตราสารแห่งทุน และ/หรือตราสารแห่งหนี้ และ/หรือตราสารกึ่งหนี้กึ่งทุน และ/หรือเงินฝาก และ/หรือหน่วยลงทุนของกองทุน และ/หรือตราสารในกลุ่มอุตสาหกรรมอสังหาริมทรัพย์ (Property Sector Fund) และ/หรือ หน่วยลงทุนของกองทุนรวมอสังหาริมทรัพย์ และ/หรือ หน่วยทรัสต์ของทรัสต์เพื่อการลงทุน… Its largest holdings are หน่วยลงทุน กองทุนเปิด แอล เอช ตราสารหนี้ ชนิดสะสมมูลค่า 54.11% · หน่วยลงทุน ทรัสต์เพื่อการลงทุนในอสังหาริมทรัพย์และสิทธิการเช่าอสังหาริมทรัพย์เพื่ออุตสาหกรรม เฟรเซอร์ส พร็อพเพอร์ตี้ 7.77% · หน่วยลงทุน ทรัสต์เพื่อการลงทุนในอสังหาริมทรัพย์และสิทธิการเช่า แอ็กตร้า ฟิวเจอร์ ซิตี้ 6.23% (fact sheet 30 Sep 2026)
Risk level 5 of 8 (Moderate to high risk). Since 16 Sep 2020, its NAV has fallen as much as −20.22% from its peak.
Actual total expense ratio (TER) 1.24% a year, against a ceiling of 5.00%. Management fee 0.86%. Front-end fee 0.00%. Back-end fee 0.00%. (Fact sheet 30 Sep 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
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 · LHWPLUS-E: no dividends, TER 1.24% · LHWPLUS-A: no dividends, TER 1.24% · LHWPLUS-D: pays dividends, TER 1.24%
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 tsp2-nurturer +7.09% per year
No. 1 is MIX-D1585 +3.72% per year
| Feb |
|---|
| Mar |
|---|
| Apr |
|---|
| May |
|---|
| Jun |
|---|
| Jul |
|---|
| Aug |
|---|
| Sep |
|---|
| Oct |
|---|
| Nov |
|---|
| Dec |
|---|
| Full year |
|---|
| 2026 | −0.2 | +2.0 | −3.3 | +2.0 | −0.1 | +0.8 | +1.4 | −0.3 | −0.4 | −0.9 | +0.1 | · | +1.0* |
| 2025 | −0.8 | +0.7 | +1.2 | −1.0 | +1.8 | +0.1 | +0.9 | +0.6 | +1.0 | −0.3 | +0.6 | +1.3 | +6.2 |
| 2024 | −0.8 | −0.3 | +0.3 | −1.0 | −0.9 | −0.4 | +0.8 | +1.2 | +1.5 | −0.8 | +0.4 | −1.6 | −1.6 |
| 2023 | +1.6 | −0.9 | −0.9 | −0.5 | +0.2 | −0.9 | −0.1 | +0.1 | −1.2 | −1.8 | +1.6 | +1.7 | −1.2 |
| 2022 | −3.0 | −1.7 | +1.0 | −2.9 | −2.0 | −2.9 | +1.0 | −1.3 | −6.1 | +0.6 | +0.9 | −1.1 | −16.3 |