Pick 2–10 funds, stocks or ETFs to see their returns, risk, costs and highlights on one page
| Fund | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| K-WPSPEEDUP | +4.73% | −2.10% | −1.90% | −4.77% | −2.91% | −0.39% | +2.88% | +23.12% | +0.21% | +1.91% |
| K-WPULTIMATE | +7.04% | −2.78% | −2.60% | −6.34% | −3.32% | +0.22% | +4.59% | +26.77% | +5.19% | +7.38% |
| BFLRMF | +15.66% | −3.62% | −2.10% | −2.26% | −4.93% | +2.03% | +12.92% | +0.00% | −13.45% | −7.97% |
* 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
| K-WPSPEEDUP | K-WPULTIMATE | |
|---|---|---|
| Held by both | ||
| JPMorgan US Research Enhanced Index Equity Active UCITS ETF | 19.47% | 25.24% |
| JPM US Technology I (acc) - USD | 9.60% | 12.00% |
| JPMorgan Global Research Enhanced Index Equity Active UCITS ETF | 8.09% | 10.81% |
| Only in K-WPSPEEDUP | ||
| JPM Global Bond Opportunities I (acc) - USD | 8.02% | N/A |
| JPM Income Fund I (acc) - USD | 6.88% | N/A |
| Only in K-WPULTIMATE | ||
| JP Morgan Pacific Technology Fund Share Class C (acc)-USD | N/A | 7.71% |
| JPM US Equity Plus Class I Acc USD | N/A | 7.58% |
30 Dec 2025 → 3 Nov 2026
| Fund | Return per year | Volatility per year | Sharpe |
|---|---|---|---|
| BFLRMF | +15.66% | 11.98% | 1.31 |
| K-WPULTIMATE | +7.04% | 12.14% | 0.58 |
| K-WPSPEEDUP | +4.73% | 9.79% | 0.48 |
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-WPSPEEDUP | K-WPULTIMATE | BFLRMF |
|---|---|---|---|
Fund details | |||
| Fund size | 39,192 million | 17,578 million | 14,533 million |
| Inception date | 16 Aug 2021 | 16 Aug 2021 | 27 Nov 2002 |
| Master fund | Self-managed | Self-managed | Self-managed |
| Dividend policy | Does not pay | Does not pay | Does not pay |
Risk and currency hedging | |||
| Risk level | 5 | 6 | 5 |
| Hedging policy | Hedged at the manager's discretion | Hedged at the manager's discretion | N/A |
| Share hedged | N/A | N/A | N/A |
Minimum purchase and redemption | |||
| First purchase | 500 THB | 500 THB | 500 THB |
| Subsequent purchase | 500 THB | 500 THB | 500 THB |
| Redemption (amount) | 500 THB | 500 THB | No minimum |
| Redemption (units) | No minimum | No minimum | No minimum |
| Balance (amount) | 50 THB | 50 THB | No minimum |
| Balance (units) | No minimum | No minimum | No minimum |
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+5 | T+2 |
