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KF-SP500M / KF-SP500MFX: Ride the Power of US Momentum Leaders
IPO 18 - 25 June 2026
Krungsri S&P 500 Momentum Fund (KF-SP500M)
IPO: 18 – 25 June 2026.
Invest in the leaders of the U.S. stock market with the strongest momentum in the S&P 500 Momentum Index through a Momentum Investing strategy that select stocks with the strongest and most clearly established upward trends at each point in time, allowing investments to follow true market leaders and the latest market trends. The Fund invests in the world-class Invesco S&P 500® Momentum ETF, managed by Invesco, a leader in ETF management.
Why Momentum Investing Favors Your Portfolio?
- Utilizes a Price-based Factor approach, selecting stocks based on recent price performance and market leadership.
- Focuses on companies with strong upward momentum, aiming to enhance return potential relative to the broader market over the medium to long term.
- Systematically adapts to changing market conditions without being tied to any particular investment style, enabling the portfolio to capture emerging megatrends and leading sectors as they develop. Historically, Momentum strategies have tended to perform well during periods when market leadership is clear and sustained. While Momentum may not outperform every year, its strength lies in its ability to adapt to medium- and long-term market trends.
Why Now Is the Time for Momentum Investing in the S&P 500??
- S&P 500 continues to benefit from strong corporate earnings growth (EPS Growth).
- Although the market is trading near all-time highs, historical data suggests that investing during such periods can still generate attractive returns, particularly when underlying fundamentals remain supportive.
- AI and broader AI supply chain continue to be among the strongest market leaders. Momentum strategies have historically demonstrated the potential to outperform during periods when market leadership trends are clear and persistent.
- S&P 500 Momentum Index provides enhanced exposure to market-leading companies and allows investors to participate in powerful growth trends that are already underway.
- Managed by Invesco, a leading global asset manager with extensive expertise in Smart Beta and ETF investing.
- Passive ETF that seeks to track the S&P 500 Momentum Index, a rules-based index that selects the top 20% of stocks with highest momentum scores from the S&P 500, promoting disciplined and consistent investing.
- Employs a highly flexible Momentum strategy. As market trends evolve, the Momentum strategy automatically adjusts, enabling the portfolio to stay aligned with emerging megatrends and industries with strong long-term growth potential.
- The portfolio is positioned based on medium- to long-term market trends, with weightings adjusted according to prevailing market leaders at each point in time. This enables the Fund to increase exposure to leading trends when market leadership is clear, diversify into other attractive opportunities as they emerge, and rotate capital toward industries with the strongest momentum.
- Historically, the strategy has delivered attractive performance across various market environments, including both rising and declining markets. It has shown particular strength during periods characterized by clear and sustained market leadership. While there may be years when returns lag the broader market, the strategy's systematic ability to identify and capture emerging trends has historically contributed to long-term outperformance.
Current Portfolio Positioning
Currently maintains significant exposure to AI leaders, reflecting the growing importance of AI infrastructure and semiconductor companies as key drivers of global equity markets. At the same time, the portfolio remains diversified across sectors including Healthcare, Energy, and Industrials, reflecting increasingly broad market leadership across multiple industries.
Two Investment Options:
- Krungsri S&P 500 Momentum Fund (KF-SP500M)
- Suitable for investors seeking to reduce the impact of currency fluctuations as the Fund may employ foreign exchange hedging at the Fund Manager's discretion.
- Krungsri S&P 500 Momentum FX Fund FX (KF-SP500MFX)
- Suitable for investors who can tolerate foreign exchange risk and seek additional return opportunities from potential appreciation of the U.S. Dollar as the Fund does not have a foreign exchange hedging policy.
For further information or to obtain the Fund Prospectus, please contact Krungsri Asset Management Co., Ltd. at 02-657-5757 (Press 2) or visit any branch of Bank of Ayudhya PCL.
Disclaimers
- This document is based on information obtained from sources believed to be reliable as of the date indicated. However, the Company does not guarantee the accuracy, reliability, or completeness of such information and reserves the right to amend any information without prior notice.
- The Funds are exposed to a high foreign exchange risk, which may result in gains or losses from currency movements and may cause investors to receive proceeds lower than their initial investment.
- Investors should understand the Fund's characteristics, investment conditions, expected returns, and risks before making an investment decision. Past performance is not indicative of future results.
