Pick 2–10 funds, stocks or ETFs to see their returns, risk, costs and highlights on one page
| Fund | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| BRK.B | +10.83% | +2.59% | +3.20% | +10.83% | +8.56% | +17.77% | +17.11% | +58.34% | +54.93% |
| LHUSFIN-A | −0.86% | +1.89% | +2.23% | +5.27% | −2.03% | +5.79% | +3.50% | +55.19% | +28.34% |
| KT-FINANCE-A | +7.92% | +0.47% | +1.52% | +2.16% | −0.44% | +11.51% | +10.86% | +53.41% | +50.82% |
* 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 BRK.B: money market or bond funds, or no holdings data yet
| LHUSFIN-A | KT-FINANCE-A | |
|---|---|---|
| Held by both | ||
 JPMorgan Chase | 12.96% | 8.64% |
 Berkshire Hathaway | 13.67% | 5.56% |
| Wells Fargo & Co New | 3.57% | 3.47% |
 Visa | 9.02% | 3.18% |
 Morgan Stanley | 3.31% | 3.08% |
| Only in LHUSFIN-A | ||
 Mastercard | 6.57% | N/A |
 Bank of America | 5.22% | N/A |
| The Goldman Sachs Group | 3.86% | N/A |
 Citigroup | 3.20% | N/A |
| Only in KT-FINANCE-A | ||
 DBS Group | N/A | 4.57% |
| Mizuho Finl Group | N/A | 4.17% |
 Interactive Brokers Group | N/A | 3.57% |
 Allianz | N/A | 3.37% |
30 Dec 2025 → 3 Nov 2026
| Fund | Return per year | Volatility per year | Sharpe |
|---|---|---|---|
| BRK.B | +10.83% | 14.81% | 0.73 |
| KT-FINANCE-A | +7.92% | 12.01% | 0.66 |
| LHUSFIN-A | −0.86% | 14.85% | −0.06 |
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 | BRK.B | LHUSFIN-A | KT-FINANCE-A |
|---|---|---|---|
Fund details | |||
| Fund size | N/A | 117 million | 1,133 million |
| Inception date | N/A | 29 Mar 2022 | 29 Oct 2009 |
| Master fund | N/A | iShares U.S. Financial Services ETF | Fidelity Funds – Global Financial Services Fund |
| 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 | 80.66% | 65.39% |
Minimum purchase and redemption | |||
| First purchase | N/A | 1,000 THB | 1 THB |
| Subsequent purchase | N/A | 100 THB | 1 THB |
| Redemption (amount) | N/A | No minimum | No minimum |
| Redemption (units) | N/A | No minimum | No minimum |
| Balance (amount) | N/A | 100 THB | 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 | 15:30 | 15:30 |
| Redemption paid | N/A | T+2 | T+4 |
