Pick 2–10 funds, stocks or ETFs to see their returns, risk, costs and highlights on one page
| Fund | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| HSBA | +11.30% | −2.59% | −9.18% | −12.77% | −20.86% | −6.50% | +23.06% | +155.89% | +218.56% |
| M-EUBANK | +7.39% | −2.10% | −3.30% | −6.99% | −12.75% | +4.76% | +19.98% | +150.05% | +194.07% |
| ONE-GLOBFIN-RD | −8.45% | +1.23% | −2.27% | −4.07% | −13.04% | −2.64% | −0.29% | +75.66% | +66.69% |
| LHUSFIN-E | −0.86% | +1.89% | +2.23% | +5.27% | −2.03% | +5.79% | +3.50% | +55.17% | +28.33% |
* 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 HSBA: money market or bond funds, or no holdings data yet
| ONE-GLOBFIN-RD | LHUSFIN-E | |
|---|---|---|
| Held by both | ||
 Bank of America | 4.72% | 5.22% |
 Citigroup | 4.22% | 3.20% |
| Only in ONE-GLOBFIN-RD | ||
 Charles Schwab | 3.75% | N/A |
 UBS Group | 3.71% | N/A |
 Capital One Financial | 3.52% | N/A |
 Global Payments | 3.32% | N/A |
| Only in LHUSFIN-E | ||
 Berkshire Hathaway | N/A | 13.67% |
 JPMorgan Chase | N/A | 12.96% |
 Visa | N/A | 9.02% |
 Mastercard | N/A | 6.57% |
30 Dec 2025 → 3 Nov 2026
| Fund | Return per year | Volatility per year | Sharpe |
|---|---|---|---|
| HSBA | +11.30% | 28.06% | 0.40 |
| M-EUBANK | +7.39% | 22.78% | 0.32 |
| LHUSFIN-E | −0.86% | 14.85% | −0.06 |
| ONE-GLOBFIN-RD | −8.45% | 19.89% | −0.42 |
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 | HSBA | M-EUBANK | ONE-GLOBFIN-RD | LHUSFIN-E |
|---|---|---|---|---|
Fund details | ||||
| Fund size | N/A | 556 million | 18.35 million | 4.03 million |
| Inception date | N/A | 25 Feb 2022 | 14 Feb 2018 | 29 Mar 2022 |
| Master fund | N/A | iShares STOXX Europe 600 Banks UCITS ETF (DE) | BlackRock Global Funds – World Financials Fund | iShares U.S. Financial Services ETF |
| Dividend policy | N/A | Does not pay | Pays | Does not pay |
Risk and currency hedging | ||||
| Risk level | N/A | 7 | 7 | 7 |
| 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 | 93.00% | 87.17% | 80.66% |
Minimum purchase and redemption | ||||
| First purchase | N/A | 1 THB | 5,000 THB | 500 THB |
| Subsequent purchase | N/A | 1 THB | 1,000 THB | 500 THB |
| Redemption (amount) | N/A | No minimum | 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 | 100 units | No minimum |
Order cut-off and redemption payment | ||||
| Buy before | N/A | 15:30 | 15:30 | 15:30 |
| Redeem before | N/A | 15:00 | 15:30 | 15:30 |
| Redemption paid | N/A | T+3 | T+5 | T+2 |
