Pick 2–10 funds, stocks or ETFs to see their returns, risk, costs and highlights on one page
| Fund | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| WCN | +10.09% | +6.70% | +13.98% | +24.70% | +16.09% | +19.95% | +14.42% | +46.92% | +45.82% | +93.95% |
| UGD | +0.58% | +4.37% | +3.51% | +9.51% | +1.23% | +6.69% | +4.70% | +19.15% | +6.26% | +28.64% |
| LHMEGA-E | +3.97% | −4.53% | −4.97% | −8.40% | −4.64% | +0.87% | +1.31% | +42.88% | −3.91% | +21.30% |
* 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 WCN: money market or bond funds, or no holdings data yet
| UGD | LHMEGA-E | |
|---|---|---|
| Only in UGD | ||
 Finecobank Banca Fineco | 4.46% | N/A |
| Clean Harbors | 4.21% | N/A |
 NASDAQ | 4.12% | N/A |
 Arthur J. Gallagher | 3.87% | N/A |
| Only in LHMEGA-E | ||
 NVIDIA | N/A | 7.44% |
 TSMC | N/A | 5.87% |
 Apple | N/A | 5.87% |
 Microsoft | N/A | 5.66% |
30 Dec 2025 → 4 Nov 2026
| Fund | Return per year | Volatility per year | Sharpe |
|---|---|---|---|
| WCN | +10.09% | 27.00% | 0.37 |
| LHMEGA-E | +3.97% | 20.82% | 0.19 |
| UGD | +0.58% | 12.40% | 0.05 |
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 | WCN | UGD | LHMEGA-E |
|---|---|---|---|
Fund details | |||
| Fund size | N/A | 1,061 million | 0.69 million |
| Inception date | N/A | 17 Nov 2015 | 7 Aug 2020 |
| Master fund | N/A | United Global Durable Equities Fund - Class USD Acc | Schroder International Selection Fund Global Innovation |
| Dividend policy | N/A | Does not pay | Does not pay |
Risk and currency hedging | |||
| Risk level | N/A | 6 | 6 |
| Hedging policy | N/A | Hedged at the manager's discretion | Hedged at the manager's discretion |
| Share hedged | N/A | 99.72% | 84.90% |
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 | 100 THB |
| Balance (units) | N/A | No minimum | No minimum |
Order cut-off and redemption payment | |||
| Buy before | N/A | 15:30 | 15:00 |
| Redeem before | N/A | 14:00 | 15:00 |
| Redemption paid | N/A | T+5 | T+4 |
