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Bualuang Long-Term Mutual Funds (LTF)
Bualuang Long-Term Mutual Funds (LTF)
 

Tax benefits for long term investors
The Bualuang Long-Term Funds invest a portion of their Net Asset Value in stocks with good fundamental value and high potential earnings. Funds must be held for a minimum of five years. Investments are tax deductible - see details below.


Conditions

  • The investment amount eligible for tax deduction is not more than 15% of your annual disposable income, and not more than 500,000 Bt.
  • The minimum term of investment is five years. Investment is not required every year, however the tax benefits are only available in the years when an investment is made.
  • The Bualuang Long-Term Funds can be redeemed every working day, effective December 17, 2008.
Bualuang Long-Term Equity Fund
Bualuang Long-Term Equity Fund is a product designed with long-term investment in mind. B-LTF's policy is to invest in common shares of companies listed in the Stock Exchange of Thailand which have strong fundamentals and high potential returns up to a maximum of 65% of the net asset value. B-LTF investors will also gain tax benefits by using their annual investment as a deduction from their taxable income.

Bualuang Long-Term Equity Fund 75/25
Bualuang Long-Term Equity Fund 75/25 (B-LTF75) makes long-term investments in companies listed on the Stock Exchange of Thailand. BLTF75's policy is to invest between 65% to 75% of the fund's net asset value in listed companies that demonstrate strong business fundamentals and a high potential for return. The remainder will be invested in debt instruments and deposits. B-LTF75 investors are eligible for tax benefits based on using the annual investment amount as a deduction from taxable income.

Another fund type that offers tax benefits for long term investments is the Retirement Mutual Fund category. Click here for more information about Retirement Mutual Funds (RMF).

For more information and to make an investment please contact licensed staff at any branch.


*Investments in mutual funds carry certain risks. Investors are advised to study the relevant information and tax handbook before deciding to invest.

 

 

 

 

 

Although financial instruments offer the prospect of higher returns, they are not a bank deposit and bear some risks. You may get a return which is greater or lesser than your initial investment.

Fixed Income Fund
Equity Funds
Mixed Funds
Retirement Mutual Funds (RMF)
The Bualuang Thanarat Mutual Fund
Foreign Investment Fund
 
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