Pick 2–10 funds, stocks or ETFs to see their returns, risk, costs and highlights on one page
| Fund | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| K-PLANET-A(A) | +4.29% | −1.18% | −1.17% | −2.79% | −3.15% | −3.35% | +1.52% | +37.84% | +1.71% | +6.83% |
| KFCLIMASSF | +3.72% | +3.33% | +2.42% | −1.78% | −3.43% | −8.21% | +0.90% | +34.89% | −9.95% | −6.43% |
| KFCLIMA-A | +3.34% | +3.29% | +2.41% | −1.76% | −3.57% | −8.50% | +0.56% | +33.96% | −10.83% | −3.77% |
* 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
| KFCLIMASSF | KFCLIMA-A | |
|---|---|---|
| Held by both | ||
 Siemens | 4.66% | 4.66% |
 nVent | 2.73% | 2.73% |
 Vestas | 2.73% | 2.73% |
 Air Liquide | 2.53% | 2.53% |
 Prysmian | 2.53% | 2.53% |
 Agilent Technologies | 2.43% | 2.43% |
 Republic Services | 2.33% | 2.33% |
 Nibe | 2.33% | 2.33% |
 Nxp Semiconductors | 2.13% | 2.13% |
 Quanta Services | 2.02% | 2.02% |
30 Dec 2025 → 2 Nov 2026
| Fund | Return per year | Volatility per year | Sharpe |
|---|---|---|---|
| K-PLANET-A(A) | +4.29% | 13.25% | 0.32 |
| KFCLIMASSF | +3.72% | 18.29% | 0.20 |
| KFCLIMA-A | +3.34% | 18.53% | 0.18 |
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 | K-PLANET-A(A) | KFCLIMASSF | KFCLIMA-A |
|---|---|---|---|
Fund details | |||
| Fund size | 397 million | 79.30 million | 136 million |
| Inception date | 17 Sep 2020 | 14 Oct 2021 | 18 Mar 2021 |
| Master fund | LO Funds – Planetary Transition, (USD), I Class A | DWS Invest ESG Climate Opportunities | DWS Invest ESG Climate Opportunities |
| Dividend policy | Does not pay | Pays | Does not pay |
Risk and currency hedging | |||
| Risk level | 6 | 6 | 6 |
| Hedging policy | Hedged at the manager's discretion | Hedged at the manager's discretion | Hedged at the manager's discretion |
| Share hedged | 90.94% | 91.56% | 93.64% |
Minimum purchase and redemption | |||
| First purchase | 500 THB | No minimum | 500 THB |
| Subsequent purchase | 500 THB | No minimum | 500 THB |
| Redemption (amount) | 500 THB | No minimum | 500 THB |
| Redemption (units) | No minimum | No minimum | 50 units |
| Balance (amount) | 50 THB | No minimum | No minimum |
| Balance (units) | No minimum | No minimum | 50 units |
Order cut-off and redemption payment | |||
| Buy before | 15:30 | 15:30 | 15:30 |
| Redeem before | 15:30 | 15:30 | 15:30 |
| Redemption paid | T+5 | T+4 | T+4 |
