Pick 2–10 funds, stocks or ETFs to see their returns, risk, costs and highlights on one page
| Fund | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| XLF | +9.40% | +5.47% | +5.64% | +10.67% | +2.64% | +15.58% | +14.70% | +83.54% | +62.19% |
| TUSFIN-A | +4.99% | +5.21% | +5.42% | +10.14% | +1.33% | +11.58% | +10.57% | +57.73% | +28.93% |
| LHUSFIN-E | +2.44% | +4.91% | +5.00% | +8.78% | +0.24% | +9.32% | +6.71% | +60.35% | +32.60% |
* 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
| TUSFIN-A | LHUSFIN-E | |
|---|---|---|
| Held by both | ||
 Berkshire Hathaway | 12.26% | 13.67% |
 JPMorgan Chase | 11.63% | 12.96% |
 Visa | 8.10% | 9.02% |
 Mastercard | 5.90% | 6.57% |
 Bank of America | 4.68% | 5.22% |
| The Goldman Sachs Group | 3.47% | 3.86% |
| Wells Fargo & Co New | 3.20% | 3.57% |
 Morgan Stanley | 2.97% | 3.31% |
 Citigroup | 2.87% | 3.20% |
 American Express Co | 2.12% | 2.36% |
30 Dec 2025 → 4 Nov 2026
| Fund | Return per year | Volatility per year | Sharpe |
|---|---|---|---|
| XLF | +9.40% | 15.41% | 0.61 |
| TUSFIN-A | +4.99% | 14.57% | 0.34 |
| LHUSFIN-E | +2.44% | 15.27% | 0.16 |
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 | XLF | TUSFIN-A | LHUSFIN-E |
|---|---|---|---|
Fund details | |||
| Fund size | N/A | 562 million | 3.87 million |
| Inception date | N/A | 8 Dec 2017 | 29 Mar 2022 |
| Master fund | N/A | กองทุน State Street Financial Select Sector SPDR ETF | iShares U.S. Financial Services ETF |
| Dividend policy | N/A | Does not pay | Does not pay |
Risk and currency hedging | |||
| Risk level | N/A | 7 | 7 |
| Hedging policy | N/A | Hedged at the manager's discretion | Hedged at the manager's discretion |
| Share hedged | N/A | 91.54% | 80.66% |
Minimum purchase and redemption | |||
| First purchase | N/A | No minimum | 500 THB |
| Subsequent purchase | N/A | No minimum | 500 THB |
| Redemption (amount) | N/A | No minimum | No minimum |
| Redemption (units) | N/A | No minimum | No minimum |
| Balance (amount) | N/A | No minimum | 100 THB |
| 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 | 15:30 | 15:30 |
| Redemption paid | N/A | T+3 | T+2 |
