Pick 2–10 funds, stocks or ETFs to see their returns, risk, costs and highlights on one page
| Fund | ||||||||
|---|---|---|---|---|---|---|---|---|
| UGFTRMF | +1.37% | −1.70% | −1.82% | −4.03% | −2.71% | −1.29% | +2.48% | +7.15% |
| ES-GLOBALEQRMF | −1.41% | −1.85% | −2.30% | −5.34% | −4.70% | −3.75% | −2.63% | +3.45% |
| LHGSELECT-E | +1.39% | −5.02% | −4.83% | −9.98% | −7.53% | −10.97% | −2.79% | +6.08% |
* 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
| UGFTRMF | ES-GLOBALEQRMF | |
|---|---|---|
| Only in UGFTRMF | ||
| iShares MSCI ACWI UCITS ETF | 8.01% | N/A |
| iShares NASDAQ 100 UCITS ETF | 6.06% | N/A |
| iShares S&P 500 Financials Sector UCITS ETF | 6.05% | N/A |
| iShares Core S&P 500 UCITS ETF | 5.98% | 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% |
30 Dec 2025 → 3 Nov 2026
| Fund | Return per year | Volatility per year | Sharpe |
|---|---|---|---|
| UGFTRMF | +1.37% | 13.15% | 0.10 |
| LHGSELECT-E | +1.39% | 23.13% | 0.06 |
| ES-GLOBALEQRMF | −1.41% | 14.60% | −0.10 |
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 | UGFTRMF | ES-GLOBALEQRMF | LHGSELECT-E |
|---|---|---|---|
Fund details | |||
| Fund size | 313 million | 434 million | 4.59 million |
| Inception date | 22 Aug 2025 | 13 Dec 2013 | 22 Jul 2025 |
| Master fund | United CIO Growth Fund – Class T USD Acc | Self-managed | Self-managed |
| Dividend policy | Does not pay | Does not pay | Does not pay |
Risk and currency hedging | |||
| Risk level | 6 | 6 | 6 |
| Hedging policy | Almost fully hedged | Hedged at the manager's discretion | Hedged at the manager's discretion |
| Share hedged | 97.39% | 89.95% | 81.31% |
Minimum purchase and redemption | |||
| First purchase | 500 THB | 1 THB | 500 THB |
| Subsequent purchase | 500 THB | 1 THB | 500 THB |
| Redemption (amount) | 0.01 THB | 1 THB | No minimum |
| Redemption (units) | No minimum | 1 units | No minimum |
| Balance (amount) | No minimum | No minimum | 100 THB |
| Balance (units) | No minimum | No minimum | No minimum |
Order cut-off and redemption payment | |||
| Buy before | 15:30 | 15:30 | 15:00 |
| Redeem before | 14:00 | 15:30 | 15:00 |
| Redemption paid | T+5 | T+4 | T+3 |
