Thailand ESG Extra Fund (Thai ESGX)
Switch from LTF funds to Thai ESGX funds or investing in Thai ESGX funds for Thailand’s sustainability efforts to receive tax benefits in accordance with conditions of the Revenue Department.
Bualuang Mixed Dividend Thailand ESG Extra Fund
Invest in ESG outstanding equities listed on the Stock Exchange of Thailand averaged in an accounting year not less than 65% and not more than 70% of the NAV. The fund focuses on investing in ESG outstanding highly liquid stocks that pay dividends or Low Beta stocks compared to the SET Index. The fund also invests in government bonds/debentures/sustainability-linked bonds.
Bualuang Mixed 70/30 Thailand ESG Extra Fund
Invest in ESG outstanding equities listed on the Stock Exchange of Thailand averaged in anaccounting year not less than 65% and not more than 70% of the NAV. The fund also invests in government bonds/ debentures/ sustainability-linked bonds.
Special Promotions for Thai ESGX funds
Special privileges when investing in Thai ESGX Funds from BBLAM
Receive Bualuang Short Term Fixed Income fund (B-ST) investment unit worth 100 baht valued up to 1,600 baht per person for every investment amount of 50,000 baht in Thai ESGX Funds from BBLAM via Bangkok Bank branches / Bangkok Bank Mobile Banking, according to the specified conditions, from May 2, 2025 – June 30, 2025
Special privileges when investing in Thai ESGX Fund from BCAP
Receive Cenpay Gift Voucher worth 100 baht for every investment amount of 50,000 baht in Thai ESGX Fund from BCAP via Bangkok Bank branches / Bangkok Bank Mobile Banking, according to the specified conditions, from May 2, 2025 – June 30, 2025
Additional Information for Thai ESGX
Tax Benefits of Thai ESGX Fund
There are 2 categories of tax benefits limits from investing in Thai ESGX funds and switching from LTF funds to Thai ESGX funds.
- Category 1 For investments in Thai ESGX funds made by General investors between May 2, 2025 to June 30, 2025, investors are eligible for a tax deduction of up to 30% of the annual individual’s assessable income for purchases of investment units of up to a maximum of 300,000 baht. (Separate from the tax benefits limits from investments in Thai ESG funds)
- Category 2 For existing unitholders who switch all held LTF units with all asset management companies as of March 11, 2025 (excluding units under other tax-benefit classes within the same LTF, such as SSF) into Thai ESGX funds between May 2, 2025 to June 30, 2025, they will be eligible for a maximum tax deduction of 500,000 baht, spread over the 2025 to 2029 tax years. In 2025, the maximum deductible amount is 300,000 baht, while the remaining balance will be equally distributed up to not more than 50,000 baht across the 2026 to 2029 tax years.
(Investments in Thai ESGX funds are not combined with the tax deduction from investments in Thai ESG funds and are not combined with the total of tax deductible investment of up to 500,000 baht allowable from investments in Retirement Mutual Fund (RMF), provident funds, government pension funds, private teacher aid fund contributions, national savings fund and annuity insurance premiums.)
Conditions of Thai ESGX Fund
Investments in Thai ESGX funds must be held for at least 5 consecutive years from the first investment date / switching units date to the anniversary date, except in the event of disability or death of the investor.
Breaching Investment Conditions of Thai ESGX Fund
- Investors must pay the income tax for the tax year during which the investment was deducted from income tax for exemption to the Revenue Department.
- Investors must pay a surcharge to the Revenue Department at a monthly rate of 1.5% on the exempted tax amount but not more than tax payable amount. The period designated to pay the surcharge will be after the last day of tax filing, or the remittance period of the year the investor applied for tax exemption until the date of payment or remittance of additional taxes. It is suggested that the investor should pay as soon as possible.
- If there are capital gains incurred from redemption, investors are required to:
- Pay withholding taxes calculated according to their tax rates.
- Incorporate the capital gains incurred from redemption as a taxable income.
In this regard, investors must comply with the regulations stated in the Thai ESGX handbook.
Thai ESGX Handbook (Available in Thai only)
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, return conditions, risks, fund performance, tax benefits and consequence when violating the investment condition in the Thai ESGX handbook 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.
- In case of breaching the tax condition, investors will not receive tax benefits according to the conditions of the Revenue Department.
For more information, or to request a prospectus, please contact
Bangkok Bank, call 1333 or visit www.bangkokbank.com
BBLAM, call 0 2674 6488 press 8 or www.bblam.co.th
BCAP Asset, call 0 2618 1599 or www.bcap.co.th
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