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
| PRINCIPAL GSTEP | UPOST | |
|---|---|---|
| Only in PRINCIPAL GSTEP | ||
| US TREASURY N/B : UST30515A | 68.08% | N/A |
| UNITED STATES TREASURY 0% 10/08/2026 UST26O08A | 12.98% | N/A |
| AMUNDI INDEX US CORP SRI UCITS ETF DR UCRP FP | 2.61% | N/A |
| AMUNDI EURO HIGH YIELD BOND ESG | 2.19% | N/A |
| Only in UPOST | ||
 Microsoft | N/A | 1.99% |
 NVIDIA | N/A | 1.89% |
 Alphabet (Google) | N/A | 1.49% |
 Apple | N/A | 1.49% |
11 Aug 2026 → 3 Nov 2026
| Fund | Return per year | Volatility per year | Sharpe |
|---|---|---|---|
| PRINCIPAL GSTEP | −0.18% | 2.39% | −0.07 |
| UPOST | −4.08% | 5.82% | −0.70 |
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 | PRINCIPAL GSTEP | UPOST |
|---|---|---|
Fund details | ||
| Fund size | 244 million | 115 million |
| Inception date | 9 Dec 2024 | 14 Aug 2026 |
| Master fund | Self-managed | T. Rowe Price Funds SICAV – Retirement Allocation Fund – 1 |
| Dividend policy | Does not pay | Does not pay |
Risk and currency hedging | ||
| Risk level | 5 | 5 |
| Hedging policy | Hedged at the manager's discretion | Hedged at the manager's discretion |
| Share hedged | 97.89% | 96.63% |
Minimum purchase and redemption | ||
| First purchase | 1,000 THB | 0.01 THB |
| Subsequent purchase | 0.01 THB | 0.01 THB |
| Redemption (amount) | No minimum | 0.01 THB |
| Redemption (units) | No minimum | No minimum |
| Balance (amount) | No minimum | No minimum |
| Balance (units) | No minimum | No minimum |
Order cut-off and redemption payment | ||
| Buy before | 15:30 | 14:00 |
| Redeem before | 15:00 | 14:00 |
| Redemption paid | T+6 | T+4 |
