Bualuang Wealth Fund Series (B-WEALTH Series)

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Fund Highlights

Easy

Managed by a fund manager who adjusts the portfolio for you.

Comprehensive

Invests across a wide range of assets to enhance return potential.

In the B-WEALTH Series

Featuring five funds from BBLAM, the Series brings together the expertise of global fund management partners, and BBLAM.

Fund Details

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Fund Name

Bualuang Wealth Conservative Fund (B-WEALTHC)
Bualuang Wealth Moderate Fund (B-WEALTHM)
Bualuang Wealth Balanced Fund (B-WEALTHB)
Bualuang Wealth Dynamic Fund (B-WEALTHD)
Bualuang Wealth Growth Fund (B-WEALTHG)

Risk Level

Fund Code	Risk Level	Mutual Fund Group
B-WEALTHC	5 (Moderate to High Risk)	กลุ่ม Conservative Allocation
B-WEALTHM	5 (Moderate to High Risk)	กลุ่ม Moderate Allocation
B-WEALTHB	5 (Moderate to High Risk)	กลุ่ม Moderate Allocation
B-WEALTHD	6 (High Risk)	กลุ่ม Aggressive Allocation
B-WEALTHG	6 (High Risk)	กลุ่ม Aggressive Allocation

Fund Type

Mixed Fund
Cross Investing Fund
Fund of Funds
Exposed to Domestic and Foreign Investment Risk

Investment Policy

The Fund has a policy to diversify its investments in both domestic and foreign assets as follows:

The investment units of fixed income funds
The investment units of equity funds
The investment units of mixed funds
The investment units of alternative funds, such as commodities (e.g. oil and gold)
The investment units of property funds and/or real estate investment trusts (REITs) and/or infrastructure funds

The Fund will invest in the investment units of at least two of the aforementioned mutual funds, including exchange-traded funds (ETFs) (the Destination Funds). It will maintain net exposure to such fund units, averaged in an accounting year of not less than 80% of the NAV. The average investment proportion in units of each fund, averaged in an accounting year not more than 79% of the NAV. The allocation to each fund is at the fund manager’s discretion and may be adjusted according to investment conditions or forecasts at any given time.

Under normal circumstances, B-WEALTHC will invest in higher-risk assets, such as equities and alternative assets, through investment units of mutual funds under items 2 to 5, averaged in an accounting year not more than 20% of the NAV during an accounting year.
Under normal circumstances, B-WEALTHM will invest in higher-risk assets, such as equities and alternative assets, through investment units of mutual funds under items 2 to 5, averaged in an accounting year not more than 40% of the NAV.
Under normal circumstances, B-WEALTHB will invest in higher-risk assets, such as equities and alternative assets, through investment units of mutual funds under items 2. to 5, averaged in an accounting year not more than 60% of the NAV.
Under normal circumstances, B-WEALTHD will invest in higher-risk assets, such as equities and alternative assets, through investment units of mutual funds under items 2. to 5, averaged in an accounting year not more than 80% of the NAV.
Under normal circumstances, B-WEALTHG will invest in higher-risk assets, such as equities and alternative assets, through investment units of mutual funds under items 2. to 5., averaged in an accounting year not more than 100% of the NAV.

The management company has appointed Bangkok Bank Public Company Limited (“BBL”), a commercial bank under the supervision of the Bank of Thailand, as the Fund’s investment adviser. BBL can provide investment advice and perspectives to support the analysis and asset allocation process, as well as advice on the Fund’s investment policy and strategy under the agreed terms. However, BBL has no authority to control the operations of the management company and no authority to make decisions about investment management, including securities trading or any other management activities.
The Fund may invest in investment units of mutual funds under the management company, with such investment averaged in an accounting year not more than 100% of the NAV.
The Fund may consider investing in investment units of ETFs under leveraged management or inverse management strategies as tools for the Fund’s portfolio management.
The Fund may invest in foreign assets, with such investment averaged in an accounting year not more than 79% of the NAV.
The Fund may invest in derivatives foreign exchange rate risk at the fund manager’s discretion, as well as for efficient portfolio management (EPM) and/or structured notes.
The Fund aims to perform above the minimum return rate calculated from back-tested investment modeling (Hurdle Rate) through active management.

Dividend Payment Policy

No Dividend

Subscription and Redemption of Investment Units

Bangkok Bank branches Dollar Cost Averaging: DCA		Every trading day of the Fund, 08:30 a.m. - 03:30 p.m.
Bangkok Bank Mobile Banking Bangkok Bank Internet Banking		Every day 24 hours (Orders placed after 04:00 p.m. or on non-trading days will be processed on the next trading day) the next trading day)

Management Company

BBL Asset Management Company Limited

Trustee

Bank of Ayudhya Public Company Limited

Registrar

Bangkok Bank Public Company Limited

Five investment options tailored to different risk levels

Bualuang Wealth Conservative Fund (B-WEALTHC)

Suitable for investors with low risk tolerance, investing approximately 90% in fixed income instruments.

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Bualuang Wealth Moderate fund (B-WEALTHM)

Suitable for investors who want greater exposure to equities for better long-term returns, while keeping fixed income as the core investment.

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Bualuang Wealth Balanced Fund (B-WEALTHB)

Suitable for investors seeking a balance between risk and growth, with a portfolio allocated almost equally between equities and fixed income.

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Bualuang Wealth Dynamic Fund (B-WEALTHD)

Suitable for investors seeking greater growth potential by increasing exposure to global equities through mutual funds, allowing the portfolio to potentially benefit from global economic growth.

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Bualuang Wealth Growth Fund (B-WEALTHG)

Suitable for investors seeking to focus primarily on global equities through mutual funds to create opportunities for long-term growth, while reducing exposure to fixed income investments through mutual funds.

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Special promotions for you

Open and Invest Now for 2026

Receive a Starbucks e-Coupon valued at 100 baht per customer* when you open a mutual fund account and buy funds for the first time via Bangkok Bank Mobile Banking from April 1, 2026 – December 30, 2026.

Open a mutual fund account and invest in B-WEALTH Series funds

Receive Bualuang Short-Term Fixed Income Fund (B-ST) investment units worth 100 baht per person* when you open a mutual fund account and invest 50,000 baht or more in the B-WEALTH Series at any branch from July 1, 2026 – October 30, 2026