Objectives and Investment Strategy

The main objective of the KTSE-RMF Fund is to provide investors with consistent, long-term capital growth, primarily for retirement purposes. The fund follows a balanced approach to investing, with an emphasis on diversification and risk management. The fund’s strategy is designed to provide a combination of growth from equities and stability from fixed-income investments.

The key features of the KTSE-RMF Fund’s strategy include:

• Diversification: The fund invests in a variety of asset classes, including domestic and international equities, bonds, and other fixed-income instruments. This diversification helps mitigate risk by spreading investments across different sectors and geographic regions.

• Long-term Focus: As an RMF, the KTSE-RMF Fund is structured to encourage long-term investment. Investors are required to invest in the fund for at least 5 years and must not withdraw funds until they reach retirement age (55 or older). This long-term horizon allows the fund to focus on steady growth rather than short-term fluctuations.

• Tax Benefits: Contributions to the KTSE-RMF Fund are eligible for tax deductions of up to 30% of annual income (with a maximum of 500,000 Baht). This tax advantage encourages investors to save more for retirement while reducing their taxable income. shutdown123