Pick 2–10 funds, stocks or ETFs to see their returns, risk, costs and highlights on one page
| Fund | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| SXR8 | +16.06% | −2.40% | −1.49% | −1.24% | +2.93% | +11.22% | +14.93% | +71.60% | +76.41% | +76.41% |
| UGFT | +1.36% | −1.72% | −1.83% | −4.07% | −2.73% | −1.38% | +2.56% | +37.98% | −1.21% | −1.21% |
| ES-GLOBALEQRMF | −1.41% | −1.85% | −2.30% | −5.34% | −4.70% | −3.75% | −2.63% | +44.01% | +6.83% | +6.83% |
* 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
Excludes SXR8: money market or bond funds, or no holdings data yet
| UGFT | ES-GLOBALEQRMF | |
|---|---|---|
| Only in UGFT | ||
| iShares MSCI ACWI UCITS ETF | 8.08% | N/A |
| iShares NASDAQ 100 UCITS ETF | 6.12% | N/A |
| iShares S&P 500 Financials Sector UCITS ETF | 6.11% | N/A |
| iShares Core S&P 500 UCITS ETF | 6.04% | N/A |
| Only in ES-GLOBALEQRMF | ||
| Wellington Global Quality Growth $ S Acc UnH (WELGDGA) | N/A | 43.63% |
| Eastspring Investments - Global Dynamic Growth Equity Fund - C (EAGGECU) | N/A | 29.78% |
| Eastspring Investments - Asian Dynamic Fund - C (EASADCI) | N/A | 17.31% |
| iShares Core S&P500 ETF (IVV) | N/A | 6.55% |
30 Dec 2025 → 3 Nov 2026
| Fund | Return per year | Volatility per year | Sharpe |
|---|---|---|---|
| SXR8 | +16.06% | 11.02% | 1.46 |
| UGFT | +1.36% | 13.23% | 0.10 |
| ES-GLOBALEQRMF | −1.41% | 14.60% | −0.10 |
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 | SXR8 | UGFT | ES-GLOBALEQRMF |
|---|---|---|---|
Fund details | |||
| Fund size | N/A | 7,824 million | 434 million |
| Inception date | N/A | 12 Nov 2021 | 13 Dec 2013 |
| Master fund | N/A | United CIO Growth Fund – Class T USD Acc | Self-managed |
| Dividend policy | N/A | Does not pay | Does not pay |
Risk and currency hedging | |||
| Risk level | N/A | 6 | 6 |
| Hedging policy | N/A | Almost fully hedged | Hedged at the manager's discretion |
| Share hedged | N/A | 97.98% | 89.95% |
Minimum purchase and redemption | |||
| First purchase | N/A | 0.01 THB | 1 THB |
| Subsequent purchase | N/A | 0.01 THB | 1 THB |
| Redemption (amount) | N/A | 0.01 THB | 1 THB |
| Redemption (units) | N/A | No minimum | 1 units |
| Balance (amount) | N/A | No minimum | No minimum |
| Balance (units) | N/A | No minimum | No minimum |
Order cut-off and redemption payment | |||
| Buy before | N/A | 15:30 | 15:30 |
| Redeem before | N/A | 14:00 | 15:30 |
| Redemption paid | N/A | T+5 | T+4 |
