December 8, 2023
MEGA20THAIESG Sustainable equity funds that have selected 20 outstanding stocks from Thailand in one place.
The Thai stock market has more than 870 listed companies with a combined business value of more than 17 trillion baht.
About 1 in 5 companies in our stock market. It is assessed as sustainable or environmental and social (ESG) stock of its business operations, taking into account
-environment
-Social responsibility
– Management according to corporate governance principles
Most environmental, social, and governance (ESG) companies are blue-chip companies. In our daily lives this is reflected in the business value of the SETESG Index, whose combined value is more than 7 out of 10 of the total business value in the Thai stock market.
And if we choose to invest in just a few companies? We’ve selected companies that really stand out from the pack of sustainable stocks. Where do we go to find it?
One of them is investing in money. MEGA20THAIESG which opens us to co-ownership of 20 sustainable companies in our country
What is the investment policy of this fund?
So which businesses should you invest in?
Longtunman will tell you that.
MEGA20THAIESG Going to invest in large sustainable stocks, around 20 companies, so we can become co-owners in a focused way
And if you ask about sustainable stocks? How do you choose?
The answer is that the selection method will be used from companies whose sustainable performance (ESG rating) has been assessed by the SET as ESG outstanding at AA level or higher in value. Securities with the highest market value and high liquidity
There is a limit to the investment ratio for each industry category (sector).
To ensure that the businesses we invest in know the importance of and run a sustainable business over the long term. (Sustainability) and creating positive impacts on society and the environment.
In addition, MEGA20THAIESG also considers the “group of major shareholders of the company” as another important factor. Which we should see before investing
In the past, there were many works. In the Thai stock market, the price was in a corner or pushed into a corner.
The group of major shareholders is therefore an important factor.
Because the largest shareholder group is how many shares are on hand?
It will have more power There is only so much you can do to determine the price direction.
Therefore, investing in sustainable stocks There is a distribution of major shareholder groups, with no single person or group having a great deal of power. Therefore, it is another idea that goes into the selection criteria as well.
It is the investment policy described above
Are there any companies that meet these conditions?
Let’s look at an example of a business at MEGA20THAIESG. Interested in investing
-ADVANC, telecom stocks, value
Securities with a market value of 650 billion baht, the highest value in Thailand.
-CPALL shares of retail companies owner of 7-Eleven, Makro and Lotus, the largest in the country. Market capitalization 480 billion baht
-BDMS, shares of a hospital chain, the largest in Thailand and the third largest in the world, with a market capitalization of 410 billion baht.
In addition, there are also stocks of the country’s financial institutions, such as SCB, KBANK, BBL, TTB, and KTC, and stocks of number one companies in each industry group, such as SCC, which are more than 100 years old and have passed. Experienced economic crises in both Thailand and the world countless times
We will see that these examples are from companies that are companies that we know. Because of its sheer size, doing business revolves around our daily lives.
The important thing is that there is management that cares about the environment and society.
And that’s all for MEGA20THAIESG. Sustainable Equity Fund Select approximately 20 existing environmental, social and governance (ESG) stocks currently in the IPO stage to become co-owners. Willing to be able to get an additional tax deduction of no more than 30% of income but not more than 100,000 baht today..
However, the sample of these companies can be modified according to the investment criteria and investment situation at that time.
Unit holders can redeem investment units. Including exchange of investment units available from 1 February 2024 onwards.
1. Trinity Securities Limited
2. Phillip Securities Public Company Limited
3. Krungsri Capital Securities Public Limited
4. Financia Cirrus Securities Public Limited
5. Wealth Magic Securities Limited
6. Bualuang Securities General Co., Ltd
7. Krungsri Securities Public Limited
8. Kasikorn Securities Public Company Limited
9. Merchant Partners Asset Management Limited
10. Dow Securities (Thailand) Public Limited
11. DBS Vickers Securities (Thailand) Limited
12. Securities Companies Kyatnakin Fatra Public Company Limited
13. Phenomena Financial Brokerage Company Limited
14. Robo Wealth Financial Brokerage Company Limited
15. Innovatex Securities Limited
16. Bay Securities Public Limited
17. Tasadi Securities and Wealth Trading Company Limited
18. Treasurer Investment Advisory Securities Limited
19. Yuanta Securities (Thailand) Limited
20. Thanchart Securities Public Limited
21. Siam Tharawat Securities Company Limited
22. Land Bank and Public Housing Company Limited
23. Securities Companies CGS-CIMB (Thailand) Limited
24. Bain Wealth Solutions Securities Limited
25. ASL Securities Limited
26. KKP Dime Securities Company Limited
27. X Spring Asset Management Limited
28. UOB Kay Hian Securities (Thailand) Public Limited
warning:
-This mutual fund has specific characteristics and risks. Investing in mutual funds may be at risk due to fluctuations in securities prices. Investors should understand the characteristics and terms of the risk return and study the information about the tax benefits specified in the Fund’s investment guide. If you do not comply with the tax conditions, you will not receive benefits according to the terms of the fund before you decide to invest.
-Past benchmark/performance results relating to capital market products are not a guarantee of future performance.
The fund’s investment will focus only on investing in instruments with a high market capitalization, which ranges between 20 to 25 securities only.