Pick 2–10 funds, stocks or ETFs to see their returns, risk, costs and highlights on one page
| Fund | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| RMD | −3.74% | −9.06% | −3.78% | +4.00% | +10.57% | +8.17% | −7.87% | +72.33% | −8.45% | +66.25% | +343.43% |
| UOBSHC | +7.14% | +0.86% | +4.06% | +6.43% | +6.49% | +13.41% | +15.16% | +19.72% | −7.91% | +25.73% | +48.87% |
| BCARERMF | +15.33% | +1.81% | +5.38% | +6.86% | +7.46% | +18.07% | +23.62% | +35.92% | +8.22% | +56.76% | +88.28% |
* 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 RMD: money market or bond funds, or no holdings data yet
| UOBSHC | BCARERMF | |
|---|---|---|
| Held by both | ||
 Eli Lilly and Co | 9.20% | 8.45% |
 Merck & | 5.45% | 5.47% |
 Johnson & Johnson | 4.98% | 4.77% |
 AstraZeneca | 4.34% | 3.88% |
 Unitedhealth Group | 4.36% | 2.88% |
 GSK | 2.80% | 2.49% |
 ABBVIE | 2.77% | 2.49% |
 Intuitive Surgical | 2.89% | 2.39% |
 Vertex Pharmaceuticals | 2.58% | 2.29% |
| Only in UOBSHC | ||
 Edwards Lifesciences | 2.37% | N/A |
| Only in BCARERMF | ||
 Elevance Health | N/A | 2.29% |
30 Dec 2025 → 30 Oct 2026
| Fund | Return per year | Volatility per year | Sharpe |
|---|---|---|---|
| BCARERMF | +15.33% | 16.01% | 0.96 |
| UOBSHC | +7.14% | 15.45% | 0.46 |
| RMD | −3.74% | 31.71% | −0.12 |
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 | RMD | UOBSHC | BCARERMF |
|---|---|---|---|
Fund details | |||
| Fund size | N/A | 1,258 million | 8,627 million |
| Inception date | N/A | 9 Sep 2014 | 19 May 2015 |
| Master fund | N/A | United Global Healthcare Fund | Wellington Global Health Care Equity 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 | 97.39% | 45.53% |
Minimum purchase and redemption | |||
| First purchase | N/A | 0.01 THB | 500 THB |
| Subsequent purchase | N/A | 0.01 THB | 500 THB |
| Redemption (amount) | N/A | 0.01 THB | No minimum |
| Redemption (units) | N/A | No minimum | No minimum |
| 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 |
