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% | +20.34% |
| K-WPULTIMATE | +7.04% | −2.78% | −2.60% | −6.34% | −3.32% | +0.22% | +4.59% | +23.87% |
| K-WPULTIRMF | +7.40% | −2.84% | −2.59% | −5.97% | −2.86% | +0.85% | +4.99% | +22.31% |
* 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-WPULTIMATE | K-WPULTIRMF | |
|---|---|---|
| Held by both | ||
| JPMorgan US Research Enhanced Index Equity Active UCITS ETF | 25.24% | 23.20% |
| JPM US Technology I (acc) - USD | 12.00% | 11.54% |
| JPMorgan Global Research Enhanced Index Equity Active UCITS ETF | 10.81% | 9.77% |
| JPM US Equity Plus Class I Acc USD | 7.58% | 7.78% |
| Only in K-WPULTIMATE | ||
| JP Morgan Pacific Technology Fund Share Class C (acc)-USD | 7.71% | N/A |
| Only in K-WPULTIRMF | ||
| JPM US Growth I (acc) - USD | N/A | 7.80% |
30 Dec 2025 → 3 Nov 2026
| Fund | Return per year | Volatility per year | Sharpe |
|---|---|---|---|
| K-WPULTIRMF | +7.40% | 11.77% | 0.63 |
| 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 | K-WPULTIRMF |
|---|---|---|---|
Fund details | |||
| Fund size | 39,192 million | 17,578 million | 745 million |
| Inception date | 16 Aug 2021 | 16 Aug 2021 | 21 Nov 2023 |
| 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 | 6 |
| Hedging policy | Hedged at the manager's discretion | Hedged at the manager's discretion | Hedged at the manager's discretion |
| 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 | 500 THB |
| 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 | 12:00 |
| Redemption paid | T+5 | T+5 | T+5 |
