Promotions/Fund Highlight


Opportunity for growth from global leading stocks 
with selective themes driving future growth with the global trends

Invest with confidence in our 3 selected offshore funds whose investment themes focus on leading stocks of future with growth potentials riding on mega trends and proven track record of performance by top star rated master funds: 
KFCLIMA-A / KFGBRAND / KFGG-A

Fund highlight

  • Access to growth potentials in the long run through the investment in the companies that benefit from Climate Change implications backed with solid investment strategies of DWS Invest ESG Climate Tech, the master fund
  • Tilt to diversify across sectors to grasp all potential growth opportunities of climate change ranging from renewable energy, CO2 emissions reduction technologies, innovative water supply, high-tech agricultures that can tolerate climate change, or health products like air purifier, and prevention and treatment of allergic diseases, etc.
Source: DWS Investment GmbH as of 29 Jan. 2021

Investment strategies of master fund: DWS Invest ESG Climate Tech Fund

  • Actively managed strategy to seek the companies that can mitigate or adapt to climate change, and further optimize through ESG engine
Source: DWS Investment GmbH as of 29 Jan. 2021
  • Breaking the “forsaking yield, to be green” dilemma by providing investors with a convincing win-win situation to both fighting with climate change and achieving potential returns with a proven outstanding track record of fund performance
Source: DWS International GmbH, monthly data as of 30 Sep. 2021. Calculation of performance is based on the time-weighted return and excludes front-end fees. Individual costs such as fees, commissions and other charges have not been included in this presentation and would have an adverse impact on returns if they were included. This shows the performance of the master fund, so it is not complied to AIMC’s standard. This shows the performance of the LC share class which is the oldest share class having EUR as a base currency, while KFCLIMA-A will invest in TFC USD share class that base currency is in USD. However, both share classes apply the same investment strategy.

Fund policies

  • Invest in the foreign investment fund titled DWS Invest ESG Climate Tech Fund, on average in an accounting year ≥ 80% of fund’s NAV. 
  • Risk level: 6 – High risk | Hedge against currency risk upon fund manager’s discretion   
 For fund info, click here  

Fund highlight

  • Focus to invest in hard-to-replicate dominant brands such as consumer staple companies and IT products reaching buyers around the globe despite economic slowdown.
  • Invest in Morgan Stanley Investment Funds – Global Brands Fund, the long-established master fund with Morningstar 5-star rating and outstanding track record of performance, plus the proven investment approach for over 2 decades as the global investment manager
*Source: Morgan Stanley Investment Funds - Global Brands Fund as of 31 Oct. 2021 | The above ranking by Morningstar is not relevant to the AIMC
Source: Morgan Stanley Investment Management as of 31 Oct. 2021 | The master fund information is updated quarterly.

Investment strategies of the master fund: Morgan Stanley Investment Funds – Global Brands Fund  

  • A concentrated high quality global portfolio of global companies with defensive characteristics and compounding potential in the long run through the Robust bottom-up process thanks to these brands’ strong position and loyalty, resulting in an increase of customers' repeat purchase. Thus, pricing will be not a key driver anymore, while the company has an opportunity to sell products at premium price. (Source: Morgan Stanley Investment Management)
  • Weigh on sectors that have delivered the consistent returns and pricing power
Source: Morgan Stanley Investment Management as of June 2021 | The master fund information is updated quarterly.
Source: Morgan Stanley Investment Management Limited as of 31 Dec. 2020. | The performance shown belongs to Morgan Stanley Investment Funds - Global Brands Fund, I share class which is the oldest share class incepted on 30 Oct. 2000, while KFGBRANSSF and KFGBRANRMF will invest in ZX and Z share classes incepted on 22 Feb. 2010 and 10 Jun. 2008 . The performance is presented net of investment management fees and are quoted in USD terms. This shows the performance of the master fund, so it is not complied to AIMC's standards. 

Fund policies

  • Invest in the master fund titled Morgan Stanley Investment Funds – Global Brands Fund on average ≥ 80% of NAV 
  • Risk level: 6 – High risk | Hedge against currency risk upon fund manager’s discretion
For fund info, click KFGBRAND-A | KFGBRAND-D

Fund highlight

A concentrated global portfolio of true growth stocks through the totally bottom-up strategy with long-term investment horizon by Baillie Gifford, the manager of Baillie Gifford Worldwide Long Term Global Growth Fund, the master fund that receives Morningstar 5-star rated fund* (*Source: Baillie Gifford as of 30 Sep. 2021 | The above ranking by Morningstar is not relevant to the AIMC.) 
Source: Baillie Gifford ณ 30 Jun. 2021

Investment strategies of the master fund: Baillie Gifford Worldwide Long Term Global Growth Fund  

  • Different perspectives lead to the master fund’s different strategies: The fund focuses on long-term investment rather than short-term trading with a current average holding period of each asset at nine years. The fund also stays open to investment opportunities around the world based on their different attitudes to optimism allowing them to grasp growth opportunities that others may dismiss.
  • Focus on a small number of holdings with potentials in which the fund has confidence and that will drive the long-term returns through identifying the exceptional companies based on an analysis of growth potentials that will drive the next decade of returns.
  • A collection of true growth stocks worldwide in one portfolio. Samples of world-famous securities:
Source: Baillie Gifford as of 30 Jun. 2021 
 
  • Growing portfolio has generated different proven returns with the fund’s outstanding performance (calendar year)
Source: Baillie Gifford as of 30 Sep. 2021 | US dollars. Net of fees | Index: MSCI ACWI Index | Share Class Inception date: 10 August 2016 | This shows the performance of the master fund, so it is not complied to AIMC’s standard.

Fund policies

  • Invest in the foreign investment fund titled Baillie Gifford Worldwide Long Term Global Growth Fund on average in an accounting year ≥ 80% of fund’s NAV.
  • Risk level: 6 – High risk | Fully hedge against the exchange rate risk.
For fund info, click here   

Disclaimer
 
  • KFCLIMA-A and KFGBRAND are exposed to exchange rate risk, which may cause investors to lose or gain lower return than the amount initially invested.  
  • Should understand fund feature, condition of returns, and risk before making investment decision. Past performance is not an indicative of future performance.


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Investing in Krungsri Asset Funds

We have offered a variety of funds for investors with different risk profiles.