Pick 2–10 funds, stocks or ETFs to see their returns, risk, costs and highlights on one page
| Fund | ||||||||
|---|---|---|---|---|---|---|---|---|
| PRINCIPAL SEQTESGX-O | +30.90% | −2.96% | −0.29% | +0.43% | −0.38% | +16.43% | +33.20% | +37.07% |
| HIDIV-ESGX | +46.11% | −2.78% | −0.43% | −0.03% | −1.60% | +16.11% | +46.11% | +46.11% |
| KTEQPLUSX-D | +31.39% | −2.29% | −0.85% | +0.00% | −1.33% | +12.90% | +31.55% | +37.09% |
| BEQD-TESGX | +19.95% | −4.25% | −3.07% | −3.58% | −6.94% | +0.42% | +19.84% | +25.91% |
* 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 SEQTESGX-O | HIDIV-ESGX | |
|---|---|---|
| Only in PRINCIPAL SEQTESGX-O | ||
 ธนาคารกสิกรไทย | 51.33% | N/A |
| Only in HIDIV-ESGX | ||
 ปตท. | N/A | 51.26% |
8 May 2025 → 4 Nov 2026
| Fund | Return per year | Volatility per year | Sharpe |
|---|---|---|---|
| PRINCIPAL SEQTESGX-O | +30.90% | 12.53% | 2.47 |
| KTEQPLUSX-D | +31.39% | 14.22% | 2.21 |
| HIDIV-ESGX | +28.91% | 13.54% | 2.14 |
| BEQD-TESGX | +19.95% | 16.19% | 1.23 |
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 SEQTESGX-O | HIDIV-ESGX | KTEQPLUSX-D | BEQD-TESGX |
|---|---|---|---|---|
Fund details | ||||
| Fund size | 113 million | 6.21 million | 62.27 million | 1,503 million |
| Inception date | 9 May 2025 | 9 May 2025 | 9 May 2025 | 9 May 2025 |
| Master fund | Self-managed | Self-managed | Self-managed | Self-managed |
| Dividend policy | Pays | Pays | Pays | Pays |
Risk and currency hedging | ||||
| Risk level | 6 | 6 | 6 | 6 |
| Hedging policy | Hedged at the manager's discretion | N/A | Hedged at the manager's discretion | Hedged at the manager's discretion |
| Share hedged | N/A | N/A | N/A | N/A |
Minimum purchase and redemption | ||||
| First purchase | No minimum | 500 THB | No minimum | 500 THB |
| Subsequent purchase | No minimum | 500 THB | No minimum | 500 THB |
| Redemption (amount) | No minimum | No minimum | No minimum | No minimum |
| Redemption (units) | No minimum | No minimum | No minimum | No minimum |
| Balance (amount) | No minimum | No minimum | No minimum | No minimum |
| Balance (units) | No minimum | No minimum | No minimum | No minimum |
Order cut-off and redemption payment | ||||
| Buy before | 15:30 | 15:30 | 15:30 | 15:30 |
| Redeem before | 15:00 | 15:30 | 15:30 | 15:30 |
| Redemption paid | T+3 | T+3 | T+2 | T+2 |
