Promotions/Fund Highlight

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 Every major technological transition has created opportunities for a new generation of market leaders, and AI is now driving the next wave of growth in global technology stocks. 

Krungsri World Tech Equity USD Fund (KFHTECH-USD)
enables investors to capture this long-term growth opportunity through its master fund, BGF World Technology Fund, which invests in leading technology companies worldwide - combining today's industry leaders with tomorrow's potential winners. The fund has demonstrated its investment expertise through a strong long-term track record across multiple market cycles.
For investors seeking U.S. dollar exposure, KFHTECH-USD also helps reduce the impact of exchange rate movements and currency hedging costs, offering the potential to achieve returns that closely track the master fund, while avoiding the tax obligations associated with investing directly in the master fund.

KFHTECH-USD IPO: 15 – 22 July 2026. | Minimum purchase 50 USD ((Please refer to the fund subscription details.)

Why Invest in Technology Stocks Now?

• AI is still in the early stages of its growth cycle: Ongoing investment by leading technology companies and the rapid adoption of AI continues to drive the industry, creating compelling long-term growth opportunities.

 

• AI investment is beginning to translate into earnings: Investors are increasingly rewarding companies that can convert AI spending into revenue, profitability, and sustainable competitive advantages - key drivers of future value creation.

 

• AI infrastructure remains a powerful growth engine: Demand for AI chips, data centers, and supporting infrastructure continues to rise. Global AI computing capacity is expected to expand by approximately 36% by 2030 to meet this demand. (Source: BlackRock, FE Tech Team, February 2026) 
• Strong earnings growth continues to support valuations: While many technology stocks have rallied, robust earnings growth has helped keep valuations reasonable relative to their long-term growth potential.
• Technology continues to lead global equity markets: Technology is now the largest sector in the S&P 500, accounting for more than 40% of the index's market capitalization (Source: BlackRock, Bloomberg, January 2026), while also delivering stronger revenue growth than most other sectors.

Key features of BGF World Technology Fund: BGF World Technology Fund
1. Active Management Across Global Technology Themes
The fund actively invests across large-, mid-, and small-cap technology companies, capturing growth opportunities from a broad range of technology themes, including AI, semiconductors, cloud, software, and next-generation technologies. The portfolio is managed flexibly to capitalize on evolving investment opportunities, without being constrained by benchmark index constituents.



2. A Disciplined, Research-Driven Stock Selection Process

• The investment team follows a bottom-up stock selection approach, conducting in-depth fundamental analysis of each company, with a focus on growth potential, competitive advantages, earnings quality, and attractive valuations.
• Supported by proprietary research tools and advanced investment technology, the team identifies companies with the potential to grow over the long term. As a result, the portfolio is positioned with higher expected earnings growth (EPS growth) than the broader market while maintaining valuations broadly in line with the benchmark.

3. A High-Conviction Portfolio Positioned for Long-Term Growth

• The portfolio combines core holdings in high-quality companies with strong fundamentals and opportunistic investments in businesses offering attractive long-term growth potential.
• The fund managers currently remain overweight in the semiconductor sector - the foundation of the AI supply chain - while maintaining diversified exposure to companies benefiting from AI investment across semiconductors, memory, data centers, power infrastructure, grid infrastructure, and the broader AI ecosystem.

4. Proven Performance Across Market Cycles: The fund has delivered positive annual returns in 10 of the past 12 years. Despite periods of significant market corrections, including 2022, it has demonstrated strong resilience and rebounded robustly in the following year.


Source: BlackRock and Morningstar, as of 31 May 2026. Benchmark: MSCI ACWI Information Technology 10/40 Index. Performance is shown in USD (Class A2) based on NAV with income reinvested, net of fees and expenses. Annualized returns are presented for periods longer than one year. KFHTECH-USD invests in Class D2 USD, which follows the same investment strategy. Performance figures do not include subscription fees or other transaction costs. Effective 23 Feb 2024, the benchmark was changed from the MSCI All Country World Information Technology Index to the MSCI ACWI Information Technology 10/40 Capped Index. The portfolio manager changed on 3 Jul 2017. Benchmark returns are provided for comparison purposes only and do not reflect management fees, transaction costs, or other expenses. Peer Group Average refers to the Morningstar Category: EAA OE Sector Equity Technology (EAA OE = Europe/Asia/Africa Open End). The performance shown is that of the master fund and is not presented in accordance with the performance measurement standards of AIMC.

Krungsri World Tech Equity USD Fund (KFHTECH-USD)
Krungsri World Tech Equity Hedged FX Fund (KFHTECH-A)
Two Investment Options to Match Your Investment Goals and Preferred Currency

• KFHTECH-USD*: Suitable for investors who save or spend in U.S. dollars (USD), seek to diversify currency risk, and wish to achieve returns that closely track those of the master fund. | Minimum investment: USD 50.
• KFHTECH-A: Suitable for investors who wish to invest in Thai Baht (THB) | Minimum investment: THB 500.

*Subscriptions to KFHTECH-USD can only be made via transfer from or direct debit of a Foreign Currency Deposit (FCD) account, as follows:
1) Kiatnakin Phatra Bank FCD Account – available for investors who open their fund account directly with Krungsri Asset Management, Kiatnakin Phatra Securities, or other designated selling agents.
2) UOB Bank FCD Account – available only for investors who open their fund account through UOB Bank.
Please click here for information on how to open an FCD account.

For the prospectus, please contact Krungsri Asset Management Co., Ltd. at 0-2657-5757 (press 2), or our selling agents.

Disclaimers:

• This document has been prepared using 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 master funds of KFHTECH and KFHTECH-USD invest in a specific industry sector. As a result, they may be subject to higher risk and price volatility than diversified equity funds investing across multiple sectors. Investors may incur significant investment losses and should carefully study the characteristics and risks of the technology sector before making an investment decision.
• For KFHTECH-USD, where investments are made in currencies other than USD, the fund manager may, at its discretion, hedge foreign exchange risk. The fund is therefore exposed to currency risk, which may result in gains or losses from exchange rate movements, and investors may receive less than their initial investment.
• Investors should understand the fund's features, investment conditions, potential returns, and risks before investing. Past performance is not indicative of future results. Investors are advised to seek professional investment advice before making any investment decision.

Click here for KFHTECH-USD details

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