Promotions/Fund Highlight
KF-US: New Journey into United States … Huge Opportunity for Growth
Capitalize on new opportunity to invest in the companies of tomorrow for U.S. through new master fund, Baillie Gifford Worldwide US Equity Growth Fund
Krungsri US Equity Fund (KF-US)
Capitalize on new opportunity to invest in the companies of tomorrow for the United States through a new master fund, Baillie Gifford Worldwide US Equity Growth Fund, a five-star fund rated by Morningstar*.
Source: The master fund’s FFS as of 31 August 2020. Morningstar’s rating is not relevant with the Association of Investment Management Companies.
About the master fund manager, Baillie Gifford
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Investment expert in the United States with over 100 years of experience in US equity investment.
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Major shareholder of leading companies reaching a combined investment value of over 102.7 billion US dollar and also owning shares in other famous companies like Tesla, Illumina, Netflix (data as of 30 June 2020).
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Move ahead of rivals by seeking new investment opportunities in non-listed companies as to gain early access into investment opportunities before other players. Early investment examples include Airbnb, Ginkgo, Stripe, SpaceX and so on.
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Emphasize on proactive investment, based on long-term investment view for over 5 years emphasizing on firms with high-growth potential.
Source: Baillie Gifford & Co and Eikon, with references to data from Refinitiv. The latest data, in US dollar, is taken from corporate document as of 30 June 2020.
Investment strategy of the master fund … Baillie Gifford Worldwide US Equity Growth Fund
1. Having in-depth investment view leads to investment themes for high-growth potential such as mega trends which are currently attractive for the fund manager team. The following themes are the current mega trends.
Source: Baillie Gifford & Co as of 30 June 2020 | Icon images from Flaticon.com
Examples of equities in each investment theme
Source: Baillie Gifford & Co as of 30 June 2020
2. Accessing into diverse sources of information to find eight of the best investment ideas each year is the way to combine information from inside and outside for acquiring equities with potential to the best rate of returns.
Source: Baillie Gifford & Co as of 30 June 2020
3. Owning a quality investment portfolio that…
(1) Consists of equities which the fund managers have high confidence, while focusing on overweight in high-confidence equities without paying high attention on key performance indicators.
(2) Reflects the investment philosophy - firms which pay attention to growth with robust financial status and tangible net profit.
Source: Baillie Gifford & Co as of 30 June 2020
Outstanding fund Performance... in comparison with the overall market and growth stocks
Source: Baillie Gifford & Co as of 30 June 2020| This fund performance is that of the master fund and is not relevant to the Association of Investment Management Companies standards
Krungsri US Equity Fund (KF-US)
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Investment policy |
Minimum 80% of NAV in average of fund accounting year are invested in the foreign investment fund named, Baillie Gifford Worldwide US Equity Growth Fund, Class B Acc (USD) (master fund). |
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Benchmark |
S&P 500 Index in US currency adjusted with the exchange rate for conversion to Thai Baht as at the date on which return is calculated. |
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Risk level |
6 - High risk | Hedge against currency risk upon fund manager’s discretion |
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Dealing date |
Daily (Please refer to Fund’s Non-Dealing Calendar) |
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Minimum investment amount |
2,000 Baht |
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Please study fund features, performance, and risk before investing. Past performance is not an indicative of future performance.
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This document is produced for general information based on the trustworthy source of information, but the Management Company does not provide any warranty of its accuracy. Similarly, any opinions or estimates included herein constitute a judgment as of the time of publication. All information, opinions and estimates are subject to change without notice.
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The fund’s investment is highly concentrated in the north of United States and therefore investors should consider diversify the risks in their portfolio.
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The fund may enter into a currency swap within discretion of fund manager which may incur transaction costs. The increased costs will reduce overall return. In absence of a currency swap, investors may lose or gain from foreign exchange or receive lower return than the amount initially invested.
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