Fund Name

Bualuang Equity Thailand ESG Fund (B-EQ-THAIESG)

Risk Level

Level 6

Fund Type

• Equity Fund
• Thai ESG Fund
• SRI Fund
• Cross Investing Fund
• Exposed to Local and Foreign Investment Risk
• Equity General

Investment Policy

• The fund has a policy to invest in stocks listed on the Stock Exchange of Thailand (SET) and/or the Market for Alternative Investment (mai) with the following characteristics:

  1. Stocks of listed companies selected by SET for their outstanding environmental (Environment) or sustainability (ESG) performance, and/or
  2. Stocks of listed companies that disclose information about greenhouse gas emissions, management plans, and targets to achieve Thailand’s greenhouse gas reduction goals, and/or
  3. Stocks of listed companies with governance (Governance) characteristics that comply with the announcements.

The fund must have a net exposure in these stocks in an accounting year not less than 80% of the NAV.

• The fund has an investment proportion in foreign assets not exceeding 20% of the fund’s net asset value. The fund manager will hedge against exchange rate risks at their discretion.
• The Fund may invest in investment units of other mutual funds under the same management averaged in an accounting year not more than 20% of the NAV.
• The fund may invest in derivatives to hedge against investment risks, as well as to enhance portfolio management efficiency (EPM) and/or structured notes.
• The fund aims to achieve performance that exceeds the benchmark index (Active Management)

Dividend Payment Policy

No dividend

Subscription and Redemption of Investment Units

Management Company

BBL Asset Management Company Limited

Trustee

Kasikorn Bank Public Company Limited

Registrar

Bangkok Bank Public Company Limited