Pick 2–10 funds, stocks or ETFs to see their returns, risk, costs and highlights on one page
| Fund | ||||||||
|---|---|---|---|---|---|---|---|---|
| LHTWGHD-A | +49.30% | −4.82% | −2.72% | −5.69% | +6.62% | +21.50% | +39.86% | +61.01% |
| UOBSGC | +16.39% | −4.16% | −5.20% | −10.53% | −5.01% | −0.74% | +12.69% | +48.15% |
| B-CHINE-EQ | −11.61% | −0.35% | −4.02% | −8.87% | −12.78% | −14.17% | −13.00% | +7.10% |
* 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
| UOBSGC | B-CHINE-EQ | |
|---|---|---|
| Held by both | ||
| 3.80% | 8.73% | |
| 2.77% | 8.24% | |
| Only in UOBSGC | ||
| 20.32% | N/A | |
| 3.93% | N/A | |
| WISTRON | 3.15% | N/A |
| Clp Holdings | 3.09% | N/A |
| Only in B-CHINE-EQ | ||
| N/A | 2.89% | |
| N/A | 1.94% | |
| N/A | 1.93% | |
| N/A | 1.75% | |
30 Dec 2025 → 3 Nov 2026
| Fund | Return per year | Volatility per year | Sharpe |
|---|---|---|---|
| LHTWGHD-A | +49.30% | 27.57% | 1.79 |
| UOBSGC | +16.39% | 22.36% | 0.73 |
| B-CHINE-EQ | −11.61% | 18.68% | −0.62 |
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 | LHTWGHD-A | UOBSGC | B-CHINE-EQ |
|---|---|---|---|
Fund details | |||
| Fund size | 168 million | 1,107 million | 4,599 million |
| Inception date | 21 Jan 2025 | 4 Dec 2007 | 9 Mar 2018 |
| Master fund | CTBC TIP Customized Taiwan Growth and High Dividend ETF | United Greater China Fund Class T SGD Acc | กองทุนที่ลงทุนหลายกอง |
| Dividend policy | Does not pay | Does not pay | Pays |
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 | N/A | 0.00% | 52.87% |
Minimum purchase and redemption | |||
| First purchase | 1,000 THB | 0.01 THB | 500 THB |
| Subsequent purchase | 100 THB | 0.01 THB | 500 THB |
| Redemption (amount) | No minimum | 0.01 THB | No minimum |
| Redemption (units) | No minimum | No minimum | No minimum |
| Balance (amount) | 100 THB | No minimum | No minimum |
| Balance (units) | No minimum | No minimum | No minimum |
Order cut-off and redemption payment | |||
| Buy before | 12:00 | 15:30 | 15:30 |
| Redeem before | 10:30 | 14:00 | 15:30 |
| Redemption paid | T+5 | T+5 | T+4 |