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
| UGFT-USD | ES-GLOBALEQRMF | |
|---|---|---|
| Only in UGFT-USD | ||
| iShares MSCI ACWI UCITS ETF | 7.64% | N/A |
| iShares NASDAQ 100 UCITS ETF | 5.78% | N/A |
| iShares S&P 500 Financials Sector UCITS ETF | 5.77% | N/A |
| iShares Core S&P 500 UCITS ETF | 5.71% | N/A |
| Only in ES-GLOBALEQRMF | ||
| Wellington Global Quality Growth $ S Acc UnH (WELGDGA) | N/A | 43.63% |
| Eastspring Investments - Global Dynamic Growth Equity Fund - C (EAGGECU) | N/A | 29.78% |
| Eastspring Investments - Asian Dynamic Fund - C (EASADCI) | N/A | 17.31% |
| iShares Core S&P500 ETF (IVV) | N/A | 6.55% |
6 Mar 2026 → 3 Nov 2026
| Fund | Return per year | Volatility per year | Sharpe |
|---|---|---|---|
| UGFT-USD | +4.16% | 13.50% | 0.31 |
| ES-GLOBALEQRMF | +0.63% | 15.13% | 0.04 |
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 | UGFT-USD | ES-GLOBALEQRMF |
|---|---|---|
Fund details | ||
| Fund size | 11.88 million | 434 million |
| Inception date | 9 Mar 2026 | 13 Dec 2013 |
| Master fund | United CIO Growth Fund – Class T USD Acc | Self-managed |
| Dividend policy | Does not pay | Does not pay |
Risk and currency hedging | ||
| Risk level | 6 | 6 |
| Hedging policy | Almost fully hedged | Hedged at the manager's discretion |
| Share hedged | 0.00% | 89.95% |
Minimum purchase and redemption | ||
| First purchase | 10 USD | 1 THB |
| Subsequent purchase | 0.01 USD | 1 THB |
| Redemption (amount) | 0.01 USD | 1 THB |
| Redemption (units) | No minimum | 1 units |
| Balance (amount) | No minimum | No minimum |
| Balance (units) | No minimum | No minimum |
Order cut-off and redemption payment | ||
| Buy before | 15:30 | 15:30 |
| Redeem before | 15:00 | 15:30 |
| Redemption paid | T+4 | T+4 |
