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
| UIFT-USD | KTWC-GROWTH-SSF | |
|---|---|---|
| Only in UIFT-USD | ||
| iShares Core Global Aggregate Bond UCITS ETF USD-Hedged | 6.84% | N/A |
| iShares MSCI ACWI UCITS ETF | 4.84% | N/A |
| PIMCO GIS Capital Securities Fund | 4.60% | N/A |
| Neuberger Berman Strategic Income Fund | 3.94% | N/A |
| Only in KTWC-GROWTH-SSF | ||
| หน่วยลงทุน ISHARES MSCI NORTH AMERICA UCITS ETF CLASS USD DIST | N/A | 15.49% |
| N/A | 12.20% | |
| หน่วยลงทุน FIDELITY SUSTAINABLE RESEARCH ENHANCED US EQUITY UCITS ETF CLASS ACC | N/A | 10.86% |
| หน่วยลงทุน ISHARES S&P 500 INFORMATION TECHNOLOGY SECTOR UCITS ETF CLASS USD ACC | N/A | 6.20% |
6 Mar 2026 → 2 Nov 2026
| Fund | Return per year | Volatility per year | Sharpe |
|---|---|---|---|
| KTWC-GROWTH-SSF | +7.60% | 14.35% | 0.53 |
| UIFT-USD | +1.41% | 9.10% | 0.16 |
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 | UIFT-USD | KTWC-GROWTH-SSF |
|---|---|---|
Fund details | ||
| Fund size | 7.47 million | 43.21 million |
| Inception date | 9 Mar 2026 | 16 Aug 2023 |
| Master fund | United CIO Income Fund - Class T USD Acc | Self-managed |
| Dividend policy | Does not pay | Pays |
Risk and currency hedging | ||
| Risk level | 5 | 6 |
| Hedging policy | Almost fully hedged | Hedged at the manager's discretion |
| Share hedged | 0.00% | 43.43% |
Minimum purchase and redemption | ||
| First purchase | 10 USD | No minimum |
| Subsequent purchase | 0.01 USD | No minimum |
| Redemption (amount) | 0.01 USD | No minimum |
| 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+4 | T+5 |