Pick 2–10 funds, stocks or ETFs to see their returns, risk, costs and highlights on one page
| Fund | ||||||||
|---|---|---|---|---|---|---|---|---|
| ES-GLOBALEQ | −1.22% | −1.83% | −2.35% | −5.16% | −4.64% | −3.64% | −2.41% | +3.38% |
| LHGSELECT-D | +1.36% | −5.02% | −4.83% | −9.98% | −7.53% | −10.94% | −2.81% | +2.37% |
| UGFT | +1.36% | −1.72% | −1.83% | −4.07% | −2.73% | −1.38% | +2.56% | +10.05% |
* Fewer than 12 months: the year the fund started reporting NAV, or the current year
Counts only the top holdings with available data, not the whole portfolio · Pick a pair below for details
| ES-GLOBALEQ | LHGSELECT-D | |
|---|---|---|
| Only in ES-GLOBALEQ | ||
| Wellington Global Quality Growth $ S Acc UnH (WELGDGA) | 49.87% | N/A |
| Eastspring Investments - Global Dynamic Growth Equity Fund - C (EAGGECU) | 28.55% | N/A |
| Eastspring Investments - Asian Dynamic Fund - C (EASADCI) | 15.01% | N/A |
| iShares Core S&P500 ETF (IVV) | 6.54% | N/A |
| Only in LHGSELECT-D | ||
| หน่วยลงทุน VistaShares Artificial Intelligence Supercycle ETF | N/A | 11.06% |
| หน่วยลงทุน VictoryShares Free Cash Flow ETF | N/A | 9.53% |
| หน่วยลงทุน iShares Core Dividend ETF | N/A | 7.43% |
| หน่วยลงทุน iShares MSCI USA Value Factor ETF | N/A | 5.88% |
30 Dec 2025 → 3 Nov 2026
| Fund | Return per year | Volatility per year | Sharpe |
|---|---|---|---|
| UGFT | +1.36% | 13.23% | 0.10 |
| LHGSELECT-D | +1.36% | 23.13% | 0.06 |
| ES-GLOBALEQ | −1.22% | 14.59% | −0.08 |
Sharpe here = annual return ÷ annual volatility, without deducting the risk-free rate, calculated from NAV over the selected period · Periods shorter than 1 year use the cumulative return instead of the annual return
| Drag a column header to reorder | ES-GLOBALEQ | LHGSELECT-D | UGFT |
|---|---|---|---|
Fund details | |||
| Fund size | 203 million | 1.31 million | 7,824 million |
| Inception date | 9 May 2011 | 22 Jul 2025 | 12 Nov 2021 |
| Master fund | Self-managed | Self-managed | United CIO Growth Fund – Class T USD Acc |
| Dividend policy | Does not pay | Pays | Does not pay |
Risk and currency hedging | |||
| Risk level | 6 | 6 | 6 |
| Hedging policy | Hedged at the manager's discretion | Hedged at the manager's discretion | Almost fully hedged |
| Share hedged | 91.89% | 81.31% | 97.98% |
Minimum purchase and redemption | |||
| First purchase | 1 THB | 1,000 THB | 0.01 THB |
| Subsequent purchase | 1 THB | 100 THB | 0.01 THB |
| Redemption (amount) | 1 THB | No minimum | 0.01 THB |
| Redemption (units) | 1 units | No minimum | No minimum |
| Balance (amount) | No minimum | 100 THB | No minimum |
| Balance (units) | No minimum | No minimum | No minimum |
Order cut-off and redemption payment | |||
| Buy before | 15:30 | 15:00 | 15:30 |
| Redeem before | 15:30 | 15:00 | 14:00 |
| Redemption paid | T+4 | T+3 | T+5 |
