Pick 2–10 funds, stocks or ETFs to see their returns, risk, costs and highlights on one page
| Fund | ||||||
|---|---|---|---|---|---|---|
| LHLONGEVITY | +1.57% | +3.96% | +1.43% | +1.77% | +8.63% | +11.21% |
| KFHEALTH-D | +2.38% | +5.55% | +10.34% | +9.33% | +20.76% | +19.76% |
| BCARERMF | +2.00% | +5.12% | +8.31% | +8.44% | +17.47% | +19.52% |
* 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
| KFHEALTH-D | BCARERMF | |
|---|---|---|
| Held by both | ||
 Eli Lilly and Co | 7.92% | 8.45% |
 Merck & | 5.25% | 5.47% |
 Johnson & Johnson | 6.24% | 4.77% |
 AstraZeneca | 4.06% | 3.88% |
 Unitedhealth Group | 3.27% | 2.88% |
 ABBVIE | 7.23% | 2.49% |
| Only in KFHEALTH-D | ||
 Thermo Fisher | 4.56% | N/A |
 Novartis | 4.46% | N/A |
 Abbott Laboratories | 2.87% | N/A |
 Danaher | 2.87% | N/A |
| Only in BCARERMF | ||
 GSK | N/A | 2.49% |
 Intuitive Surgical | N/A | 2.39% |
 Vertex Pharmaceuticals | N/A | 2.29% |
 Elevance Health | N/A | 2.29% |
26 Mar 2026 → 2 Nov 2026
| Fund | Return per year | Volatility per year | Sharpe |
|---|---|---|---|
| KFHEALTH-D | +19.76% | 15.90% | 1.24 |
| BCARERMF | +19.52% | 16.61% | 1.18 |
| LHLONGEVITY | +11.21% | 22.33% | 0.50 |
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 | LHLONGEVITY | KFHEALTH-D | BCARERMF |
|---|---|---|---|
Fund details | |||
| Fund size | 75.68 million | 3,003 million | 8,589 million |
| Inception date | 27 Mar 2026 | 1 Aug 2014 | 19 May 2015 |
| Master fund | Tema Oncology ETF | JPMorgan Funds - Global Healthcare Fund | Wellington Global Health Care Equity Fund |
| Dividend policy | Does not pay | Pays | Does not pay |
Risk and currency hedging | |||
| Risk level | 7 | 7 | 7 |
| Hedging policy | Hedged at the manager's discretion | Hedged at the manager's discretion | Hedged at the manager's discretion |
| Share hedged | 79.91% | 0.00% | 45.53% |
Minimum purchase and redemption | |||
| First purchase | 1,000 THB | 500 THB | 500 THB |
| Subsequent purchase | 100 THB | 500 THB | 500 THB |
| Redemption (amount) | No minimum | 500 THB | No minimum |
| Redemption (units) | No minimum | 50 units | No minimum |
| Balance (amount) | 100 THB | No minimum | No minimum |
| Balance (units) | No minimum | 50 units | No minimum |
Order cut-off and redemption payment | |||
| Buy before | 15:30 | 15:30 | 15:30 |
| Redeem before | 15:30 | 14:30 | 15:30 |
| Redemption paid | T+2 | T+4 | T+4 |
