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

with five funds from BBLAM. The Series brings together global fund management partners, complemented by the expertise of 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 units of at least two of the aforementioned mutual funds, including exchange-traded funds (ETFs) (the “Underlying Funds”), with average net exposure to such fund units during an accounting year of no less than 80% of the Fund’s net asset value. The average investment proportion in units of each fund during an accounting year will not exceed 79% of the Fund’s net asset value. The allocation to each fund is subject to the fund manager’s discretion and may be adjusted according to prevailing or anticipated investment conditions from time to time.

Under normal circumstances, B-WEALTHC will invest in higher-risk assets, such as equities and alternative assets, through units of mutual funds under items 2 to 5 above, with such investment averaging no more than 20% of the Fund’s net asset value during an accounting year.
Under normal circumstances, B-WEALTHM will invest in higher-risk assets, such as equities and alternative assets, through units of mutual funds under items 2 to 5 above, with such investment averaging no more than 40% of the Fund’s net asset value during an accounting year.
Under normal circumstances, B-WEALTHB will invest in higher-risk assets, such as equities and alternative assets, through units of mutual funds under items 2 to 5 above, with such investment averaging no more than 60% of the Fund’s net asset value during an accounting year.
Under normal circumstances, B-WEALTHD will invest in higher-risk assets, such as equities and alternative assets, through units of mutual funds under items 2 to 5 above, with such investment averaging no more than 80% of the Fund’s net asset value during an accounting year.
Under normal circumstances, B-WEALTHG will invest in higher-risk assets, such as equities and alternative assets, through units of mutual funds under items 2 to 5 above, with such investment averaging no more than 100% of the Fund’s net asset value during an accounting year.

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 provides investment advice and investment views to support the analysis and asset allocation process, as well as advice on the Fund’s investment policy and strategy under the agreed terms. BBL has no authority to control the operations of the management company and has no decision-making authority over investment management, including securities trading or any other management activities.
The Fund may invest in units of mutual funds managed by the management company, with such investment averaging no more than 100% of the Fund’s net asset value during an accounting year.
The Fund may consider investing in units of ETFs managed 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 averaging no more than 79% of the Fund’s net asset value during an accounting year.
The Fund may invest in derivatives for foreign exchange hedging at the fund manager’s discretion, as well as for efficient portfolio management (EPM) and/or structured notes.
The Fund seeks to achieve performance 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

IPO: July 1, 2026 – July 8, 2026

Bangkok Bank branches		Every trading day of the Fund, 08:30 a.m. - 03:30 p.m.
Bangkok Bank Mobile Banking		Every trading day of the Fund, 08:30 a.m. – 04:00 p.m.

After IPO: July 13, 2026 onwards

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 a low tolerance for volatility who invest in fixed income instruments through mutual funds.

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Bualuang Wealth Moderate fund (B-WEALTHM)

Suitable for investors who wish to increase their exposure to equities through mutual funds to enhance long-term return opportunities, while continuing to maintain fixed income investments through mutual funds as the core allocation.

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Bualuang Wealth Balanced Fund (B-WEALTHB)

Suitable for investors seeking a balance between risk and growth, with a relatively balanced allocation between equities and fixed income instruments through mutual funds.

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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 an account and invest in the B-WEALTH Series funds

Receive the Investment units of Bualuang Short-Term Fixed Income Fund (B-ST) worth Baht 100 per person* when opening an account and investing Baht 50,000 or more in the B-WEALTH Series funds through a branch during July 1, 2026 – October 30, 2026