Pick 2–10 funds, stocks or ETFs to see their returns, risk, costs and highlights on one page
| Fund | ||||||
|---|---|---|---|---|---|---|
| TUPRS.IS | −6.43% | −6.56% | −10.28% | +18.53% | +27.05% | +38.89% |
| ES-GLOBALVALUE | −2.18% | −4.31% | −3.93% | −3.28% | +2.17% | +7.40% |
| LHGSELECT-D | −5.02% | −4.83% | −9.98% | −7.53% | −10.94% | −2.64% |
| UGFT | −1.72% | −1.83% | −4.07% | −2.73% | −1.38% | +2.17% |
| UGFT-USD | −1.63% | −1.68% | −3.75% | −1.95% | −0.21% | +4.16% |
* 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 TUPRS.IS: money market or bond funds, or no holdings data yet
| UGFT | UGFT-USD | |
|---|---|---|
| Held by both | ||
| iShares MSCI ACWI UCITS ETF | 8.08% | 7.64% |
| iShares NASDAQ 100 UCITS ETF | 6.12% | 5.78% |
| iShares S&P 500 Financials Sector UCITS ETF | 6.11% | 5.77% |
| iShares Core S&P 500 UCITS ETF | 6.04% | 5.71% |
| iShares MSCI EM Asia UCITS ETF | 5.94% | 5.61% |
| Invesco S&P 500 Top 50 ETF | 5.50% | 5.20% |
| State Street Technology Select Sector SPDR ETF | 4.90% | 4.63% |
| VanEck Semiconductor ETF | 4.53% | 4.28% |
| iShares MSCI Japan UCITS ETF | 3.70% | 3.50% |
| VanEck Gold Miners UCITS ETF | 3.35% | 3.17% |
6 Mar 2026 → 3 Nov 2026
| Fund | Return per year | Volatility per year | Sharpe |
|---|---|---|---|
| TUPRS.IS | +38.89% | 39.89% | 0.97 |
| ES-GLOBALVALUE | +7.40% | 14.28% | 0.52 |
| UGFT-USD | +4.16% | 13.50% | 0.31 |
| UGFT | +2.17% | 14.09% | 0.15 |
| LHGSELECT-D | −2.64% | 24.17% | −0.11 |
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 | TUPRS.IS | ES-GLOBALVALUE | LHGSELECT-D | UGFT | UGFT-USD |
|---|---|---|---|---|---|
Fund details | |||||
| Fund size | N/A | 69.73 million | 1.31 million | 7,824 million | 11.88 million |
| Inception date | N/A | 27 Apr 2007 | 22 Jul 2025 | 12 Nov 2021 | 9 Mar 2026 |
| Master fund | N/A | กองทุนที่ลงทุนหลายกอง | Self-managed | United CIO Growth Fund – Class T USD Acc | United CIO Growth Fund – Class T USD Acc |
| Dividend policy | N/A | Pays | Pays | Does not pay | Does not pay |
Risk and currency hedging | |||||
| Risk level | N/A | 6 | 6 | 6 | 6 |
| Hedging policy | N/A | Hedged at the manager's discretion | Hedged at the manager's discretion | Almost fully hedged | Almost fully hedged |
| Share hedged | N/A | 94.26% | 81.31% | 97.98% | 0.00% |
Minimum purchase and redemption | |||||
| First purchase | N/A | 1 THB | 1,000 THB | 0.01 THB | 10 USD |
| Subsequent purchase | N/A | 1 THB | 100 THB | 0.01 THB | 0.01 USD |
| Redemption (amount) | N/A | 1 THB | No minimum | 0.01 THB | 0.01 USD |
| Redemption (units) | N/A | 1 units | No minimum | No minimum | No minimum |
| Balance (amount) | N/A | No minimum | 100 THB | No minimum | No minimum |
| Balance (units) | N/A | No minimum | No minimum | No minimum | No minimum |
Order cut-off and redemption payment | |||||
| Buy before | N/A | 15:30 | 15:00 | 15:30 | 15:30 |
| Redeem before | N/A | 15:30 | 15:00 | 14:00 | 15:00 |
| Redemption paid | N/A | T+4 | T+3 | T+5 | T+4 |
