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KFCORE...Discover your unique investment privilege

KFCORE ...Discover your unique investment privilege

All-in-one fund for a complete portfolio


The privilege provided only at Krungsri allowing you to access a series of assets around the globe through the management of BlackRock,
the world’s largest fund management company*  

Source: BlackRock as of 31 Dec. 2019  | BlackRock is the world’s largest fund management company, being cited from Statista.com as of 7 Jul. 2020. Such ranking is not relevant to AIMC’s ranking. 

Tactical Asset Allocation

  • Tactical Asset Allocation is the investment strategy that generates the consistent returns and reduces risk amidst the current volatile market.

​                    1.Focus on active portfolio rebalancing to seize every possible investment opportunity and tackle every situation
                   2. Short-to-medium term investment outlook takes about 3 – 12 months
                   3. Place an emphasis on macro-environment factors driving fundamental factors of each asset.
Source: Document on Global Tactical Asset Allocation - An overlooked driver of long-term performance, BlackRock as of 31 Jan. 2020

  • Historical performance data of the investment strategy  based on the data of weekly returns during Jan. 2013 – Aug. 2020 in USD currency that is the example of returns generated from the backtest of investment strategy Jan. 2013 – Aug. 2020, which is not the performance of the future result. 

Source: BlackRock as of 31 Aug. 2020    

Exploring the insights of BlackRock’s investment strategy

1. Select the investment tool that enhances efficiency to generate the best returns 

  • Focus to invest through ETF titled “iShares” under the management of BlackRock, the world’s largest ETF issuer offering more than 800 funds with a coverage of various assets and regions around the globe backed with low cost and high liquidity. Suitable for investment strategy seeking active portfolio rebalancing. 
  • Opportunity to actively generate returns from Active fund according to outlook of each asset
Source: Investopedia as of 7 May 2020 | Such ranking is not relevant to AIMC’s ranking  

2. Flexible investment framework with diversification in both fixed-income instruments and equities driven by a set of in-depth data  

  • Apply the right strategy for each asset
  • In-depth investment outlook helps fund managers to select the right investment strategy for each asset to discover returns’ opportunity from market dislocation.

Source: BlackRock as of 31 Dec. 2019

Krungsri Global Core Allocation Fund (KFCORE)

Investment policy The Fund shall invest in the investment units of foreign mutual funds and/or exchange traded funds (ETFs) which have the investment policy to invest in equity instruments, bank deposits, debt instruments, hybrid instruments, commodities, alternative assets such as gold, crude oil;  and/or any other securities or assets specified by the SEC Office; including foreign property funds and/or REITs, and/or infrastructure funds established or issued in countries worldwide.  In this regard, the Fund shall invest on average no less than 80% of the Fund’s NAV in an accounting year in the investment units of at least 2 foreign funds, with an average exposure in each fund of not exceeding 79% of the Fund’s NAV in an accounting year. The Management Company shall appoint BlackRock (Singapore) Limited as the Outsourced Fund Manager for the foreign investment of the Fund, without including the portion of domestic investment.
Risk level 5 - Moderate to high risk | Hedge against currency risk upon fund manager’s discretion  
Dealing date Daily (Please refer to Fund’s Non-Dealing Calendar)
Minimum investment amount Initial subscription: 50,000 Baht / Next subscription: 2,000 Baht
IPO 15 - 27 Oct. 2020 (After IPO: 2 Nov. 2020 onwards)
 

Investment / promotion details
 
Speical promotion: Every 100,000 Baht investment amount in
Krungsri Global Core Allocation Fund (KFCORE)
during 15 – 27 October 2020
receive investment units of KFCORE valued 100 Baht
 
Terms & Conditions:
1. This promotion is applicable to the NET investment amount in Krungsri Global Core Allocation Fund (KFCORE) during the IPO period only. Net investment amount means purchase or switching in value less redemption or switching out value.
2. Investors must hold units until 26 February 2021. The outstanding investment amount is based on the unit balance of the fund as of 27 October 2020. However, customers will not be eligible to join this promotion if they redeem and/or switch out investment units of the fund during 28 October 2020 – 26 February 2021 regardless of the amount of redemption.
3. The Management Company will calculate the total investment amount in KFCORE based on each investor’s unitholder account number. In case an investor has more than 1 account, the Management Company will not consolidate the total investment amount from all accounts for this promotion.
4. The total amount of investment amount, which is less than 100,000 Baht, will not be counted for the promotion.
5. The Management Company will allocate the promotion units of KFCORE, depending on the invested share class of each unitholder, to the eligible investors within 31 March 2021.
6. The units of KFCORE will be calculated at its NAV price on the allocation date. Front-end fee is waived for the units received from this promotion.
7. Transferring units, either to the same or different investor, is not eligible for this promotion.
8. The Management Company reserves the right to offer other equivalent reward as appropriate or change terms & conditions of this promotion without prior notice.
9. This promotion expense is charged to the Management Company, not the fund.

Disclaimer
 
  • Please carefully study fund features, performance, and risk. Past performance is not a guarantee of future results.
  • Krungsri Asset Management Co., Ltd. (“The Management Company”) believes the information contained in this document is accurate at the time of publication, but 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.
  • The Fund may invest in fixed-income instruments of non - investment grade or unrated securities and may also invest in unlisted securities. Therefore, investors are subject to higher risk of not receiving their principal and interest payments that are due to them.
  • The Fund may enter into a currency swap within discretion of the Management Company 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.their investment experience, investment objectives and financial status.
  • The Fund may invest in forward contract to enhance efficiency portfolio management and structured note. This means the Fund may contain higher risks than other funds which invest directly in underlying assets. Therefore, it may have gain/loss higher than investing directly in underlying assets.


See details of KFCORE

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