Pick 2–10 funds, stocks or ETFs to see their returns, risk, costs and highlights on one page
| Fund | ||||||||
|---|---|---|---|---|---|---|---|---|
| K-WPULTIRMF | +8.45% | −1.46% | −1.79% | −5.05% | −0.96% | +1.83% | +6.01% | +16.47% |
| K-WPULTIMATE | +8.10% | −1.39% | −1.79% | −5.41% | −1.42% | +1.21% | +5.63% | +16.48% |
| K-WPSPEEDUP | +5.54% | −1.01% | −1.33% | −4.03% | −1.41% | +0.38% | +3.68% | +12.37% |
| K-WPSPEEDRMF | +5.64% | −1.01% | −1.34% | −3.79% | −1.15% | +0.85% | +3.99% | +13.04% |
* 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-WPULTIRMF | K-WPULTIMATE | |
|---|---|---|
| Held by both | ||
| JPMorgan US Research Enhanced Index Equity Active UCITS ETF | 23.20% | 25.24% |
| JPM US Technology I (acc) - USD | 11.54% | 12.00% |
| JPMorgan Global Research Enhanced Index Equity Active UCITS ETF | 9.77% | 10.81% |
| JPM US Equity Plus Class I Acc USD | 7.78% | 7.58% |
| Only in K-WPULTIRMF | ||
| JPM US Growth I (acc) - USD | 7.80% | N/A |
| Only in K-WPULTIMATE | ||
| JP Morgan Pacific Technology Fund Share Class C (acc)-USD | N/A | 7.71% |
30 Dec 2025 → 2 Nov 2026
| Fund | Return per year | Volatility per year | Sharpe |
|---|---|---|---|
| K-WPULTIRMF | +8.45% | 11.74% | 0.72 |
| K-WPULTIMATE | +8.10% | 12.11% | 0.67 |
| K-WPSPEEDRMF | +5.64% | 9.81% | 0.57 |
| K-WPSPEEDUP | +5.54% | 9.76% | 0.57 |
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-WPULTIRMF | K-WPULTIMATE | K-WPSPEEDUP | K-WPSPEEDRMF |
|---|---|---|---|---|
Fund details | ||||
| Fund size | 752 million | 17,645 million | 39,403 million | 763 million |
| Inception date | 21 Nov 2023 | 16 Aug 2021 | 16 Aug 2021 | 25 Sep 2024 |
| Master fund | Self-managed | Self-managed | Self-managed | Self-managed |
| Dividend policy | Does not pay | Does not pay | Does not pay | Does not pay |
Risk and currency hedging | ||||
| Risk level | 6 | 6 | 5 | 5 |
| Hedging policy | Hedged at the manager's discretion | 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 | N/A |
Minimum purchase and redemption | ||||
| First purchase | 500 THB | 500 THB | 500 THB | 500 THB |
| Subsequent purchase | 500 THB | 500 THB | 500 THB | 500 THB |
| Redemption (amount) | 500 THB | 500 THB | 500 THB | 500 THB |
| Redemption (units) | No minimum | No minimum | No minimum | No minimum |
| Balance (amount) | No minimum | 50 THB | 50 THB | 50 THB |
| Balance (units) | No minimum | No minimum | No minimum | No minimum |
Order cut-off and redemption payment | ||||
| Buy before | 15:30 | 15:30 | 15:30 | 15:30 |
| Redeem before | 12:00 | 15:30 | 15:30 | 12:00 |
| Redemption paid | T+5 | T+5 | T+5 | T+5 |
