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 | ONE-GLOBFIN-RA | |
|---|---|---|
| Held by both | ||
 Bank of America | 5.22% | 4.72% |
 Citigroup | 3.20% | 4.22% |
| Only in LHUSFIN-D | ||
 Berkshire Hathaway | 13.67% | N/A |
 JPMorgan Chase | 12.96% | N/A |
 Visa | 9.02% | N/A |
 Mastercard | 6.57% | N/A |
| Only in ONE-GLOBFIN-RA | ||
 Charles Schwab | N/A | 3.75% |
 UBS Group | N/A | 3.71% |
 Capital One Financial | N/A | 3.52% |
 Global Payments | N/A | 3.32% |
30 Dec 2025 → 3 Nov 2026
| Fund | Return per year | Volatility per year | Sharpe |
|---|---|---|---|
| LHUSFIN-D | −0.88% | 14.86% | −0.06 |
| ONE-GLOBFIN-RA | −8.32% | 19.79% | −0.42 |
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 | ONE-GLOBFIN-RA |
|---|---|---|
Fund details | ||
| Fund size | 1.60 million | 197 million |
| Inception date | 29 Mar 2022 | 14 Feb 2018 |
| Master fund | iShares U.S. Financial Services ETF | BlackRock Global Funds – World Financials Fund |
| Dividend policy | Pays | Does not pay |
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% | 87.17% |
Minimum purchase and redemption | ||
| First purchase | 1,000 THB | 5,000 THB |
| Subsequent purchase | 100 THB | 1,000 THB |
| Redemption (amount) | No minimum | No minimum |
| Redemption (units) | No minimum | No minimum |
| Balance (amount) | 100 THB | No minimum |
| Balance (units) | No minimum | 100 units |
Order cut-off and redemption payment | ||
| Buy before | 15:30 | 15:30 |
| Redeem before | 15:30 | 15:30 |
| Redemption paid | T+2 | T+5 |
