1YBottom 25% of the group
Rank 125 of 151 funds
Return −1.32%
1Y returns of 151 funds in the Foreign Investment Allocation group, sorted from highest to lowest. This fund ranks 125No. 1 is ONE-ACTIVE6/2 +40.31%
United Platinum Income Opportunities Plus Fund
Shows where this fund stands in its group. Not investment advice · Data as of 3 Nov 2026
UPINCM-N is a fund of funds that puts 66.03% into units of other funds, spread across several funds
This fundUPINCM-NThis fund's manager selects the funds and adjusts their weights. The funds it holds also charge their own fees
All funds, as disclosed in the AMC fact sheet · The stocks these funds hold are shown below · This fund's performance therefore depends on the funds it holds
Over the past year it was in the bottom 25% of its group; over 5 years it returned +0.52% per year (Better than half the group)
No. 1 is ONE-ACTIVE6/2 +40.31%
Each bar is one fund in the AIMC Foreign Investment 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 |
|---|---|---|---|---|---|---|---|---|---|
| −1.33% | +0.37% | +0.06% | +0.98% | −2.02% | −1.09% | −1.33% | +13.53% | +2.61% | +2.69% |
Total return over each period, matching the NAV chart periods · Not annualised
| Year | Jan |
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Largest drawdown in the selected period −17.18% Previous peak 16 Aug 2021 (NAV 11.6399) → Trough 20 Mar 2023 (NAV 9.6396) · Back to the previous peak on 30 Jan 2025, after 1 year 10 months
Currently −2.85% from the peak NAV of 12.1408 (6 Jul 2026)
Over 5 years, UPINCM-N returned 0.11 per unit of volatility, ranking 16 of 63 funds · The highest is M-VI (0.43)
กองทุนมีนโยบายที่จะลงทุนในตราสารแห่งทุน ตราสารแห่งหนี้ ตราสารกึ่งหนี้กึ่งทุน เงินฝาก และ/หรือตราสารทางการเงินที่รัฐบาล องค์การ หน่วยงานของรัฐบาล องค์การระหว่างประเทศ รัฐวิสาหกิจ หรือภาคเอกชนในต่างประเทศเป็นผู้ออก ผู้รับรอง ผู้รับอาวัล หรือผู้ค้ำประกัน โดยอันดับความน่าเชื่อถือของตราสารหรือของผู้ออกตร… Its largest holdings are หน่วยลงทุน : Jupiter Financials Contingent Capital Fund 66.03% · หน่วยลงทุน : PIMCO GIS Capital Securities Fund 14.21% · ตั๋วเงินคลัง : ธนาคารแห่งประเทศไทย CB26O22B 22/10/20 10.81% (fact sheet 30 Sep 2026)
Risk level 6 of 8 (High risk). Since 4 Nov 2020, its NAV has fallen as much as −17.18% from its peak.
Actual total expense ratio (TER) 1.17% a year, against a ceiling of 5.35%. Management fee 0.86%. Front-end fee 1.00%. 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 · This fund invests abroad, so investors may lose or gain from exchange rate movements
Lends and takes deposits. Most income is interest
Cement, steel, paint and contractors
Retail loans, hire purchase and credit cards
Lends and takes deposits. Most income is interest
Based on each ETF's actual share of the fund's value · Weighted by each fund held × the stocks that fund holds, covering 82% of the money invested in other funds. Uses each fund's top 10, so figures are a minimum · Jupiter Global Fund - Jupiter Financials Con as of 30 Sep 2026 · Illustrations are for explanation only, not individual stock recommendations
No. 1 is SCBROBOA +21.44% per year
No. 1 is SCBROBOA +5.56% per year
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| 2026 | −0.2 | +0.7 | −2.1 | +1.4 | +0.4 | +1.1 | −0.5 | −0.2 | −2.1 | +0.3 | −0.1 | · | −1.3* |
| 2025 | +0.8 | +0.9 | −0.9 | −0.4 | +0.7 | +0.9 | +1.1 | +0.1 | +0.5 | −0.2 | −0.2 | +0.2 | +3.4 |
| 2024 | +0.6 | −0.0 | +1.4 | −0.9 | +1.2 | +0.1 | +1.2 | +0.6 | +0.3 | +0.2 | +0.8 | +0.2 | +5.7 |
| 2023 | +2.3 | −0.2 | −5.7 | +1.0 | +0.6 | +0.2 | +1.5 | −0.8 | −0.2 | −0.5 | +3.3 | +2.7 | +4.2 |
| 2022 | −1.7 | −3.0 | −2.6 | −2.0 | +0.1 | −0.9 | +0.7 | −1.4 | −2.3 | +1.9 | +2.5 | +0.2 | −8.3 |
Minimum first purchase 0.01 THB, subsequent purchases 0.01 THB. Buy orders accepted until 15:30, sell orders until 14:00, and redemption proceeds are paid T+5
Hedged at the manager's discretion. As of 30 Sep 2026, 90.96% 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 · UPINCM-N: no dividends, TER 1.17% · UPINCM: no dividends, TER 1.17%