Pick 2–10 funds, stocks or ETFs to see their returns, risk, costs and highlights on one page
| Fund | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| SCBPLUSA | −1.66% | +0.49% | +0.78% | +1.02% | −1.27% | −1.16% | −1.21% | +5.71% | −5.66% | −5.53% |
| K-WPBALANCED | +1.08% | −0.87% | −0.69% | −1.56% | −2.65% | −0.86% | +0.47% | +14.78% | +2.70% | +2.97% |
| K-WPLIGHT | −1.36% | −0.55% | −0.34% | −0.95% | −2.53% | −2.08% | −1.56% | +7.14% | +1.95% | +1.68% |
* 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
| K-WPBALANCED | K-WPLIGHT | |
|---|---|---|
| Held by both | ||
| JPM Global Bond Opportunities I (acc) - USD | 19.54% | 22.27% |
| JPM Income Fund I (acc) - USD | 17.28% | 23.91% |
| JPM Aggregate Bond I (acc) - USD | 16.46% | 21.08% |
| iShares $ Treasury Bond 7-10yr UCITS ETF USD (Acc) | 5.01% | 7.35% |
| Only in K-WPBALANCED | ||
| JPMorgan US Research Enhanced Index Equity Active UCITS ETF | 8.59% | N/A |
| Only in K-WPLIGHT | ||
| JPM Global Corporate Bond I (acc) - USD | N/A | 7.21% |
30 Dec 2025 → 4 Nov 2026
| Fund | Return per year | Volatility per year | Sharpe |
|---|---|---|---|
| K-WPBALANCED | +1.08% | 5.71% | 0.19 |
| K-WPLIGHT | −1.36% | 4.73% | −0.29 |
| SCBPLUSA | −1.66% | 1.97% | −0.84 |
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 | SCBPLUSA | K-WPBALANCED | K-WPLIGHT |
|---|---|---|---|
Fund details | |||
| Fund size | 60.28 million | 44,358 million | 5,214 million |
| Inception date | 17 Mar 2016 | 16 Aug 2021 | 16 Aug 2021 |
| Master fund | Self-managed | Self-managed | Self-managed |
| Dividend policy | Does not pay | Does not pay | Does not pay |
Risk and currency hedging | |||
| Risk level | 5 | 5 | 5 |
| Hedging policy | Hedged at the manager's discretion | Hedged at the manager's discretion | Hedged at the manager's discretion |
| Share hedged | N/A | N/A | N/A |
Minimum purchase and redemption | |||
| First purchase | 1,000 THB | 500 THB | 500 THB |
| Subsequent purchase | 1,000 THB | 500 THB | 500 THB |
| Redemption (amount) | 1,000 THB | 500 THB | 500 THB |
| Redemption (units) | No minimum | No minimum | No minimum |
| Balance (amount) | 1,000 THB | 50 THB | 50 THB |
| Balance (units) | No minimum | No minimum | No minimum |
Order cut-off and redemption payment | |||
| Buy before | 15:30 | 15:30 | 15:30 |
| Redeem before | 15:30 | 15:30 | 15:30 |
| Redemption paid | T+3 | T+5 | T+5 |
