Pick 2–10 funds, stocks or ETFs to see their returns, risk, costs and highlights on one page
| Fund | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| CLH | +28.85% | −5.22% | −5.61% | −2.61% | −4.74% | −3.38% | +40.32% | +98.27% | +168.46% | +236.10% |
| UGD | −2.86% | −1.35% | +0.68% | +5.00% | −1.65% | +3.04% | +0.56% | +19.44% | +3.13% | +4.15% |
| B-GTORMF | +5.08% | −1.74% | −4.67% | −6.23% | −0.23% | +0.23% | +3.62% | +48.10% | −1.91% | +10.10% |
| LHMEGA-E | +5.07% | −2.35% | −3.32% | −6.39% | +1.28% | +1.93% | +0.57% | +51.03% | −1.16% | +1.33% |
* 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 CLH: money market or bond funds, or no holdings data yet
| B-GTORMF | LHMEGA-E | |
|---|---|---|
| Held by both | ||
 NVIDIA | 8.12% | 7.44% |
 TSMC | 6.34% | 5.87% |
 Microsoft | 5.54% | 5.66% |
 Alphabet (Google) | 7.82% | 5.24% |
 Amazon | 4.36% | 3.88% |
 Broadcom | 2.87% | 3.35% |
 ASML | 5.15% | 2.83% |
| Only in B-GTORMF | ||
 Mastercard | 3.96% | N/A |
 Airbnb | 3.27% | N/A |
 Eli Lilly and Co | 2.67% | N/A |
| Only in LHMEGA-E | ||
 Apple | N/A | 5.87% |
 Meta | N/A | 3.04% |
 Recruit | N/A | 3.04% |
30 Dec 2025 → 30 Oct 2026
| Fund | Return per year | Volatility per year | Sharpe |
|---|---|---|---|
| CLH | +28.85% | 24.90% | 1.16 |
| B-GTORMF | +5.08% | 18.75% | 0.27 |
| LHMEGA-E | +5.07% | 20.91% | 0.24 |
| UGD | −2.86% | 12.00% | −0.24 |
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 | CLH | UGD | B-GTORMF | LHMEGA-E |
|---|---|---|---|---|
Fund details | ||||
| Fund size | N/A | 1,039 million | 397 million | 0.68 million |
| Inception date | N/A | 17 Nov 2015 | 29 Apr 2021 | 7 Aug 2020 |
| Master fund | N/A | United Global Durable Equities Fund - Class USD Acc | Wellington Global Innovation Fund | Schroder International Selection Fund Global Innovation |
| Dividend policy | N/A | Does not pay | Does not pay | Does not pay |
Risk and currency hedging | ||||
| Risk level | N/A | 6 | 6 | 6 |
| Hedging policy | N/A | Hedged at the manager's discretion | Hedged at the manager's discretion | Hedged at the manager's discretion |
| Share hedged | N/A | 99.72% | 45.17% | 84.90% |
Minimum purchase and redemption | ||||
| First purchase | N/A | 0.01 THB | 500 THB | 500 THB |
| Subsequent purchase | N/A | 0.01 THB | 500 THB | 500 THB |
| Redemption (amount) | N/A | 0.01 THB | No minimum | No minimum |
| Redemption (units) | N/A | No minimum | No minimum | No minimum |
| Balance (amount) | N/A | No minimum | No minimum | 100 THB |
| Balance (units) | N/A | No minimum | No minimum | No minimum |
Order cut-off and redemption payment | ||||
| Buy before | N/A | 15:30 | 15:30 | 15:00 |
| Redeem before | N/A | 14:00 | 15:30 | 15:00 |
| Redemption paid | N/A | T+5 | T+4 | T+4 |
