“Based on the rankings of the performance of mutual funds by Morningstar Thailand this past 30 September, the top three LTFs with the highest operational results comprise Krungsri Active SET50 Dividend LTF (KFLTFA50-D), Krungsri Equity LTF (KFLTFEQ), and Krungsri Thai Small-Mid Cap Dividend LTF (KFLTFTSM-D), with operational results for the retroactive period of the first nine months of 2017 at 18.43%, 17.86 %, and 17.36%, respectively. These results were 11.70% higher than the benchmark. Risk level for the aforementioned funds is 6: High Risk.” (Source: Morningstar Thailand on 30 September 2017/ Past performance is not an indicative of future performance.)
|
Fund Names |
Past Performance (%) (as of 30 Sep 17) |
|
3 months |
6 months |
9 months |
1 year |
3 year |
5 year |
|
KFLTFA50-D |
9.89 |
12.07 |
18.43 |
29.69 |
7.03 |
10.50 |
|
KFLTFEQ |
11.86 |
16.36 |
17.86 |
22.66 |
5.85 |
10.14 |
|
KFLTFTSM-D |
9.30 |
14.63 |
17.36 |
- |
- |
- |
|
Benchmark (%) |
7.28 |
8.49 |
11.70 |
16.44 |
5.12 |
8.64 |
-
Benchmark for mutual funds: the SET Total Return Index (SET TRI)
-
Returns of over one year will be shown as annual returns.
“The top three equity funds with the best performance comprise Krungsri Dynamic Dividend Fund (KFDNM-D), Krungsri Dynamic Fund (KFDYNAMIC), and Krungsri Financial Focus Dividend Fund (KFFIN-D), with performance for the retroactive period of the first nine months of 2017 of 30.5%, 30.26%, and 27.89%, respectively. These results were 11.70% higher than the benchmark.”
“Krungsri Thai Small-Mid Cap Equity Fund (KFTHAISM) earned the first place with the best performance among other funds in the small-mid cap equity funds group, with performance for the retroactive period of the first nine months at 2017 of 20.65%, which is 11.70% higher than the benchmark.”
|
Fund Names |
Past Performance (%) (as of 30 Sep 17) |
|
3 months |
6 months |
9 months |
1 year |
3 year |
5 year |
|
KFDNM-D |
13.80 |
21.39 |
30.50 |
47.34 |
10.89 |
10.79 |
|
KFDYNAMIC |
13.69 |
21.28 |
30.26 |
47.45 |
10.83 |
10.70 |
|
KFFIN-D |
8.55 |
16.59 |
27.89 |
40.30 |
10.03 |
9.00 |
|
KFTHAISM |
9.24 |
16.19 |
20.65 |
33.42 |
- |
- |
|
Benchmark (%) |
7.28 |
8.49 |
11.70 |
16.44 |
5.12 |
8.64 |
-
Benchmark for mutual funds: the SET Total Return Index (SET TRI)
-
Returns of over one year will be shown as annual returns.
“The recent performance of those funds reflects the experience and expertise in the field of the Fund Manager’s Team. This, in conjunction with the principles to which it adhered in selecting shares that comply with the applicable standards, the “bottom-up” approach in conducting detailed analyses in order to determine the actual value of the securities, as well as the appropriate adjustments to the investment proportion according to the market conditions, all contributed to the excellent performance of the funds. Such performance led to our being entrusted by more and more investors.
At present, the value of assets under the Company’s management and supervision as part of mutual funds is an aggregate of over THB 100,000 million (Source: Krungsri Asset Management as at 30 September 2017). However, the primary objective of fund management is not to generate high returns during short time periods, rather to continuously maintain the high returns standard in the long term, subject to appropriate risk levels,” said Ms. Siriporn Sinacharoen.
For more information or to request for a prospectus and tax manual, please contact Krungsri Asset Management at Tel. 02-657-5757 or www.krungsriasset.com, or by contacting at any Bank of Auydhya branch.
Please study fund features, performance, risk, and tax manual before making an investment decision.
LTF is the fund promoting long-term investments in stocks, while RMF is a the fund focusing on investments for retirement.
This document on the performance of mutual funds was prepared in accordance with the standards on evaluating the performance of mutual funds of the Association of Investment Management Companies (AIMC).
Investment Policy