Pick 2–10 funds, stocks or ETFs to see their returns, risk, costs and highlights on one page
* 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
| LHUSFIN-D | KT-FINANCE-SSF | |
|---|---|---|
| Held by both | ||
 JPMorgan Chase | 12.96% | 8.64% |
 Berkshire Hathaway | 13.67% | 5.56% |
| Wells Fargo & Co New | 3.57% | 3.47% |
 Visa | 9.02% | 3.18% |
 Morgan Stanley | 3.31% | 3.08% |
| Only in LHUSFIN-D | ||
 Mastercard | 6.57% | N/A |
 Bank of America | 5.22% | N/A |
| The Goldman Sachs Group | 3.86% | N/A |
 Citigroup | 3.20% | N/A |
| Only in KT-FINANCE-SSF | ||
 DBS Group | N/A | 4.57% |
| Mizuho | N/A | 4.17% |
 Interactive Brokers | N/A | 3.57% |
 Allianz | N/A | 3.37% |
30 Dec 2025 → 2 Nov 2026
| Fund | Return per year | Volatility per year | Sharpe |
|---|---|---|---|
| KT-FINANCE-SSF | +8.60% | 12.00% | 0.72 |
| LHUSFIN-D | −0.31% | 14.87% | −0.02 |
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 | LHUSFIN-D | KT-FINANCE-SSF |
|---|---|---|
Fund details | ||
| Fund size | 1.60 million | 15.68 million |
| Inception date | 29 Mar 2022 | 29 Oct 2009 |
| Master fund | iShares U.S. Financial Services ETF | Fidelity Funds – Global Financial Services Fund |
| Dividend policy | Pays | Pays |
Risk and currency hedging | ||
| Risk level | 7 | 7 |
| Hedging policy | Hedged at the manager's discretion | Hedged at the manager's discretion |
| Share hedged | 80.66% | 65.39% |
Minimum purchase and redemption | ||
| First purchase | 1,000 THB | No minimum |
| Subsequent purchase | 100 THB | No minimum |
| Redemption (amount) | No minimum | No minimum |
| Redemption (units) | No minimum | No minimum |
| Balance (amount) | 100 THB | No minimum |
| Balance (units) | No minimum | No minimum |
Order cut-off and redemption payment | ||
| Buy before | 15:30 | 15:30 |
| Redeem before | 15:30 | 15:30 |
| Redemption paid | T+2 | T+4 |
