Pick 2–10 funds, stocks or ETFs to see their returns, risk, costs and highlights on one page
| Fund | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| UGEAR | +4.11% | −0.28% | −0.37% | −0.51% | +2.57% | +6.70% | +8.63% | +22.96% | +40.61% | +59.68% |
| PWIN | +11.83% | −9.09% | −6.38% | −10.83% | −8.52% | −1.21% | +9.01% | +38.11% | +0.95% | +45.91% |
| LHMEGA-E | +3.46% | −3.78% | −3.85% | −9.11% | −7.24% | −1.02% | +1.23% | +42.17% | −4.41% | +20.69% |
* 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
| PWIN | LHMEGA-E | |
|---|---|---|
| Held by both | ||
| 6.95% | 7.44% | |
| 4.11% | 5.87% | |
| 3.27% | 5.66% | |
| 2.05% | 3.35% | |
| Only in PWIN | ||
| 1.75% | N/A | |
| 1.73% | N/A | |
| 1.58% | N/A | |
| 1.33% | N/A | |
| Only in LHMEGA-E | ||
| N/A | 5.87% | |
| N/A | 5.24% | |
| N/A | 3.88% | |
| N/A | 3.04% | |
30 Dec 2025 → 5 Nov 2026
| Fund | Return per year | Volatility per year | Sharpe |
|---|---|---|---|
| UGEAR | +4.11% | 5.20% | 0.79 |
| PWIN | +11.83% | 17.86% | 0.66 |
| LHMEGA-E | +3.46% | 20.79% | 0.17 |
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 | UGEAR | PWIN | LHMEGA-E |
|---|---|---|---|
Fund details | |||
| Fund size | 434 million | 183 million | 0.68 million |
| Inception date | 28 Jun 2018 | 8 Oct 2018 | 7 Aug 2020 |
| Master fund | Jupiter Merian Global Equity Absolute Return Fund (Class I USD Accumulation) | กองทุนที่ลงทุนหลายกอง | Schroder International Selection Fund Global Innovation |
| Dividend policy | Does not pay | Does not pay | Does not pay |
Risk and currency hedging | |||
| Risk level | 6 | 6 | 6 |
| Hedging policy | Hedged at the manager's discretion | Hedged at the manager's discretion | Hedged at the manager's discretion |
| Share hedged | 99.87% | 0.00% | 84.90% |
Minimum purchase and redemption | |||
| First purchase | 0.01 THB | No minimum | 500 THB |
| Subsequent purchase | 0.01 THB | No minimum | 500 THB |
| Redemption (amount) | 0.01 THB | No minimum | No minimum |
| Redemption (units) | No minimum | No minimum | 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 | 15:30 | 15:30 | 15:00 |
| Redemption paid | T+4 | T+4 | T+4 |