Promotions/Fund Highlight

Krungsri Thai ESG Funds: Opporutnity of Tax Saving & Long-term Attractive Returns

Special promotion applied when investing according to T&Cs*

Krungsri Enhanced SET Thailand ESG Fund (KFTHAIESG)
Krungsri Government Bond Thailand ESG Fund (KFGBTHAIESG)

Save your tax to a maximum of 300,000 Baht with special promotion applied*
*Receive KFCASH-A units valued at 100 Baht for every 50,000 Baht of investment in participating SSF/ RMF/ Thai ESG funds according to terms and conditions (please study more details at below button.)

2 Alternative Pathways to Sustainable Growth
KFTHAIESG: Grow with ESG stocks with an opportunity to generate higher returns than the index.

KFGBTHAIESG : Opportunity of resilient growth with ESG Government bond

What makes KFTHAIESG interesting?

Investment process that ensures sustainable growth potential through integrating ESG factors with all-round consideration.
Investing primarily in Thailand’s leading companies with outstanding ESG reputation in reference to the SETESG Index, a treasure of leading companies in sustainability. The Index has the capability to reflect the price movements of stocks of sustainable companies which have met the stipulated criteria in terms of size and liquidity.
Opportunity to generate excess returns higher than the index through Active Management strategy: In this respect, about 90% of portfolio shall invest principally in the stocks of listed companies that are constituents of the SETESG Index through the adoption of Quant Strategy to mirror the performance of the SETESG Index as if it invests 100% of the portfolio in the index. Besides, for the remaining 10%, the fund has the capability to generate excess returns from Krungsri Asset-style Active Management strategy.

What makes KFGBTHAIESG interesting?

ESG bonds in Thailand have an ample room for growth: As the issuance of global ESG bonds has grown substantially over the past 2-3 years. Particularly, Thailand’s ESG bond issuance is the second highest in ASEAN next from Singapore). Compared to Europe, the proportion of ESG bonds in Thailand thus have a lot of opportunities to grow. (Source: ThaiBMA’s document on the issuance of ESG bonds in Thailand published on 17 Jul’23.)
Factors conducive to investment in Thai bonds: Thailand's policy interest rate is currently at the highest level in 10 years, making the yield on bond holdings rise to an attractive level. In addition, from the perspective that the current interest rate cycle in Thailand is at the end of this cycle. As a result, the possibility of a decline in bond prices caused by interest rate hikes is low. As a result, the overall return is attractive compared to investment risk. (Source: Krungsri Asset Management as of 30 Sep’24.)
Forecasted Portfolio & Investment Strategy Framework

Source: Krungsri Asset Management as of Jun’24. | The above investment strategy framework may differ from the actual investment portfolio and may change in accordance with market condition, the instruments offered for sale in the market, and the fund manager’s discretion.

Summary of funds information

Disclaimers

Thai ESG fund aims to promote long-term savings and encourage Thailand’s sustainable investment. Investors should understand the fund features, conditions of returns and risks; and study tax benefits in the Investment Manual before making an investment decision. Past performance is no guarantee of future results.
This document is prepared based on information obtained from reliable sources at the time the information is displayed. However, the Management Company does not provide any warranty of the accuracy, reliability and completeness of all information. The Management Company reserves the right to make changes to all information without prior notice.
Investors should study the tax benefits stated in the Investment Manual. Unitholders in breach of investment conditions shall not be entitled to the tax benefits and must return all the tax benefits received earlier within the specified timeframe, otherwise they will be liable to a surcharge and/or fine in accordance with the Revenue Code.

To inquire further information or request a prospectus, please contact:
Krungsri Asset Management Company Limited. Tel. 0 2657 5757

*T&Cs for SSF/ RMF/ Thai ESG Promotion 2024

This promotional campaign does apply only to individual investors who invest in SSF/ RMF/ Thai ESG funds managed by Krungsri Asset Management Co., Ltd. (“the Company”), except KFCASHSSF/ KFCASHRMF and any other SSF/ RMF/ Thai ESG funds 2024 according to the Company's announcement for exemption. The eligible accumulated investment amount must be proceeded during 2 Jan. - 30 Dec’24.
Investors must hold investment units invested during this promotion period until 29 Mar’25, which is the date the Management Company will calculate the net accumulated investment for KFCASH-A units’ entitlement.
The net accumulated investment amount consists of (1) a total investment amount of subscription and switch-in transactions from other non-SSF, non-RMF, non-Thai ESG of the Management Company and (2) transfers of SSF/ RMF/ Thai ESG from other management companies, excluding the transfers from PVD to RMF, being deducted with the total investment amount of redemption, switch-out transactions to SSF/ RMF/ Thai ESG not participating in this promotion or other fund of the Management Company, and transfers from SSF/ RMF/ Thai ESG units of the Management Company to other companies. The exception will be allowed only when the redemption, switch-out and transfer are made from the outstanding balances on 28 Dec. 2023 calculated with FIFO basis by the Management Company, according to tax benefit conditions specified by the Revenue Department.
For investors having more than one fund account, the Management Company will count the net accumulated investment amount from all their accounts by considering the ID Card number.
The Management Company will transfer KFCASH-A units according to the investment and entitlement conditions to investors by 30 Apr’25. KFCASH-A units will be calculated at its NAV price on the allocation date.
Net eligible investment units from SSF/ RMF/ Thai ESG Regular Investment Promotion for 12 consecutive months from Jan. – Dec. 2024 will not be considered for this above-mentioned promotion.
RMF units transferred from PVD will be eligible only for RMF-for-PVD promotion, but not for this promotion mentioned above.
This promotional campaign is not applicable to the investments made by juristic/ institutional investors and provident funds.
The Management Company reserves the right to change the promotional conditions without giving prior notice. In case of any dispute, the Management Company’s decision shall be deemed final.

Conditions for subscription through credit cards

Investors can use Krungsri participating credit cards, namely Krungsri Private Banking, Krungsri Exclusive Signature, Krungsri Signature, Krungsri Platinum Visa/ Master, Krungsri Visa/ Master, HomePro Visa Platinum Credit Card, Krungsri Lady Titanium, Krungsri Manchester United, Krungsri Doctor Card, AIA Visa, Krungsri JCB Platinum, Siam Takashimaya (all types), Krungsri NOW, Central The 1 Credit Card, Simple Visa Card, Krungsri First Choice, and Lotus's Credit Card to purchase SSF/ RMF/ Thai ESG. (except KFCASHSSF, KFAFIXSSF, KFCASHRMF, KFAFIXRMF, KFGOVRMF, KFLTGOVRMF, KFMTFIRMF, and KFGBTHAIESG, and any other SSF/ RMF/ Thai ESG in 2024 according to the Company’s announcement for exemption.)
Any investment units from subscription will not join the credit card promotion and reward points accumulation.
Terms and conditions in using credit cards will be as set forth by the Management Company and the Credit Card Companies.
The Management Company reserves the right to change the conditions in subscribing the funds through credit cards without giving prior notice. In case of any dispute, the Company’s decision shall be deemed final.

Investment restrictions & risks associated for KFGBTHAIESG

Investment restrictions
Since the investment framework of the Fund focuses investing in government bonds, bonds with principal and interest guaranteed by the Ministry of Finance or debentures with principal and interest guaranteed by the Ministry of Finance but not including convertible debentures, that are green bonds, sustainability bonds or sustainability-linked bonds, the scope of investment of the Fund is therefore limited.

Risks associated with investment of an ESG fund

The risk arises from investing mainly in government bonds, bonds with principal and interest guaranteed by the Ministry of Finance or debentures with principal and interest guaranteed by the Ministry of Finance but not including convertible debentures, that are green bonds, sustainability bonds or sustainability-linked bonds, which causes the fund to lose the opportunity to invest in general debt instruments that may offer better returns.
The risk arises from relying the ESG data on third party’s sources for analyzing and selecting the securities which may be incomplete or inaccurate. In this regard, the Management Company will search for additional data from various sources to ensure more accuracy of the data used in the analysis.
The risk arises from investing in instruments that may not in accordance with the ESG investment framework as determined by the Fund. For example, investing in the instrument over which the issuer does not have controlling power or in the case where the counterparties of the issuer (such as venders, contractors and/or service providers) may not comply with the ESG investing framework that is beyond the recognition of the Management Company.
Liquidity risk may arise from the Fund’s inability to buy or sell instruments at the appropriate prices or timing due to the ESG criteria conditions set by the Fund.

KFTHAIESGA details

KFTHAIESGD details

KFFGBTHAIESG details

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