Pick 2–10 funds, stocks or ETFs to see their returns, risk, costs and highlights on one page
| Fund | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| WMS | −3.64% | +5.91% | +8.77% | +9.21% | +0.52% | −5.36% | −0.23% | +31.61% | +6.91% |
| DAOL-AQUA | +5.14% | +2.90% | +4.75% | +5.54% | +1.71% | +0.44% | +4.35% | +21.40% | −8.84% |
| K-PLANET-A(A) | +4.29% | −1.18% | −1.17% | −2.79% | −3.15% | −3.35% | +1.52% | +37.84% | +4.65% |
| KT-CLIMATE RMF | +1.44% | +0.27% | −1.44% | −3.23% | −5.13% | −7.63% | +0.34% | +32.87% | −5.09% |
* 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 WMS: money market or bond funds, or no holdings data yet
| K-PLANET-A(A) | KT-CLIMATE RMF | |
|---|---|---|
| Held by both | ||
 Alphabet (Google) | 4.60% | 7.22% |
 Microsoft | 3.10% | 6.23% |
 Amazon | 2.90% | 3.96% |
| Only in K-PLANET-A(A) | ||
 NVIDIA | 5.10% | N/A |
 Apple | 2.70% | N/A |
| Only in KT-CLIMATE RMF | ||
 Vestas | N/A | 3.36% |
 Kingspan | N/A | 2.87% |
 Infineon | N/A | 2.67% |
 Iberdrola | N/A | 2.57% |
30 Dec 2025 → 2 Nov 2026
| Fund | Return per year | Volatility per year | Sharpe |
|---|---|---|---|
| DAOL-AQUA | +5.14% | 13.86% | 0.37 |
| K-PLANET-A(A) | +4.29% | 13.25% | 0.32 |
| KT-CLIMATE RMF | +1.44% | 16.21% | 0.09 |
| WMS | −3.64% | 37.31% | −0.10 |
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 | WMS | DAOL-AQUA | K-PLANET-A(A) | KT-CLIMATE RMF |
|---|---|---|---|---|
Fund details | ||||
| Fund size | N/A | 16.19 million | 397 million | 101 million |
| Inception date | N/A | 30 Nov 2021 | 17 Sep 2020 | 14 Dec 2021 |
| Master fund | N/A | BNP Paribas Funds Aqua | LO Funds – Planetary Transition, (USD), I Class A | Schroder International Selection Fund Global Climate Change Equity |
| 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 | 77.94% | 90.94% | 69.52% |
Minimum purchase and redemption | ||||
| First purchase | N/A | 1 THB | 500 THB | 500 THB |
| Subsequent purchase | N/A | 1 THB | 500 THB | 500 THB |
| Redemption (amount) | N/A | No minimum | 500 THB | No minimum |
| Redemption (units) | N/A | No minimum | No minimum | No minimum |
| Balance (amount) | N/A | No minimum | 50 THB | No minimum |
| Balance (units) | N/A | 100 units | No minimum | No minimum |
Order cut-off and redemption payment | ||||
| Buy before | N/A | 15:30 | 15:30 | 15:30 |
| Redeem before | N/A | 15:30 | 15:30 | 15:30 |
| Redemption paid | N/A | T+5 | T+5 | T+4 |
