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Long-Term Equity Funds

The Funds invest in equity instruments of companies with strong fundamentals and high potential returns.
Investment in LTF is not tax-deductible from January 1, 2020.

Bualuang Basic Dividend LTF

The Fund invests in domestic and/or overseas equities of a group of companies related to the Four Requisites.
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Bualuang Top-Ten LTF

The Fund invests in securities of listed companies with good fundamentals which the Fund Manager expects that they will have total returns in the top 10.
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Bualuang Long-Term Equity Fund 75/25

The Fund invests in equities of listed companies with strong fundamentals and high potential returns, averaging in an accounting year not less than 65% but not more than 75% of the NAV.
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Bualuang Long-Term Equity Fund

The Fund invests in equities of listed companies with strong fundamentals and high potential returns, averaging in an accounting year not less than 65% of the NAV.
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BCAP MSCI Thailand LTF

The Fund invests in shares of listed companies, equity instruments or other assets as prescribed by the Office of the SEC or approved by the Fund to create returns in line with the return of the MSCI Thailand ex Foreign Board Index as much as possible.
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Additional Information

Tax Benefits for LTF
  • Investments made from January 1, 2020

    You cannot claim a tax deduction. However, capital gains from investment unit redemption can receive income tax exemption like other mutal funds.

  • Investments made before December 31, 2019

    You can claim a tax deduction of not more than 15% of your taxable income, and not more than 500,000 baht in total for that tax year.
Investment Conditions for LTF (For investments made before December 31, 2019)
  • The investment amount eligible for tax deduction is not more than 15% of your taxable income, and not more than 500,000 baht in total for that tax year.
  • Terms of investment
    • If investments are made prior to January 1, 2016, they must be held for at least 5 calendar years (any partial year counts as one year).
    • If investments are made between January 1, 2016 and December 31, 2019, they must be held for at least 7 calendar years (any partial year counts as one year).
Breaches of LTF Investment Conditions (For investments made before December 31, 2019)
  1. Return the entire amount of the relevant tax exemptions to the Revenue Department if investment units are redeemed prior to 5 calendar years (for investments made before January 1, 2016) or 7 calendar years (for investments made between January 1, 2016 and December 31, 2019).
  2. Pay a surcharge to the Revenue Department at the monthly rate of 1.5% on the exempted tax amount but not exceeding the amount of tax that needs to be paid, starting from the end of the filing period in the year the exemption was requested, to the day the tax payment or tax payable is submitted. Investors are advised to file a tax deduction repayment as soon as possible.
  3. In case there are capital gains incurred from redemption, investors are required to:
    • Pay withholding taxes according to the Revenue Code Section 50(2) calculated according to their tax rates
    • Incorporate the capital gains incurred from redemption as a taxable income

Breaches of investment conditions 1 to 3 are not applicable in the event of death or disability of the investor in accordance with the conditions of the Revenue Department.

Notes

  • Investments are not deposits and carry the risk that investors may not receive their money back in full when the investment is redeemed (the principal is not guaranteed).
  • Investors are strongly advised to study the product characteristics including the prospectus, fund policy, returns conditions, risks, and fund performance before deciding to invest.
  • The off-shore investment funds have no currency risk-protection policy for most, if not all, of their value. The currency risk policy is at the discretion of the Management Company. Investors may experience currency losses or profits, or receive a return less than their initial investment.
  • English provided for information purposes only. Any action taken must be guided by the Thai text.



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