“TISCO” shows the return of Wealth customers in the year ’63 Receive an average return of 65.71%
Mrs. Worasinee Sethabutr, Senior Director of Product Development Thanabodi Business Group TISCO Bank revealed that although the overall picture of investment in 2020 will be difficult, TISCO Bank’s investment strategy is focused on providing advice to Wealth customers. By choosing to invest in funds related to Mega Trend stocks instead of diversifying investment assets to that country by country. As a result, in the past 1 year, it was found that if clients invest in 5 Mega Trend funds as recommended Of TISCO Bank will have an average return of 65.71% and have a better return than investing in Thai stocks by 74.89% due to the same period the Thai stock index, which has no exchange rate risk And has a level 6 risk (high risk) with a negative 9.18% return
“From a variety of quality fund advice services from leading asset management companies (Open Architecture), together with a view of investment (House View) and TISCO’s own investment advisory team. Allows us to choose to offer funds that have the opportunity to generate good returns to customers. Without having to adhere to any asset management camp As a result, TISCO Bank’s Wealth customers had an average of 65.71% chance of generating returns in the past year, ”said Ms. Worasini.
Mrs. Worasinee said that The Mega Trend fund that is most popular with TISCO Bank’s Wealth clients in 2020 is TISCO Next Generation Internet Fund (TNEXTGEN), Level 6 (High Risk) Equity Fund. Focus on investing in stocks of companies that have businesses related to the Next Generation Internet theme, with an inflow of approximately 3,965.99 million baht, the reason why this fund is very popular with customers. Perhaps because clients see that this fund has diversified into various types of the world’s future Internet businesses that will transform services and products into a new world. And may replace traditional businesses While the growth rate of each stock that the master fund invests is interesting.
As for the investment strategy that TISCO Bank plans to introduce to Wealth clients in 2021, the TISCO Financial Advisory Team believes that Mega Trend stocks will continue to generate good long-term returns. But for short to medium term investments The strategy needs to be adjusted according to the situation arising. Therefore, in January 2021, TISCO Bank will begin introducing new investment strategies so that our valued clients do not miss any investment opportunities.
Ms. Worasinee said For the list of five megatrend funds recommended for 2020, they are: 1. TISCO Global Digital Health Equity Fund (TGHDIGI), Level 7 (High Risk), focuses on investing in innovative companies and Technology for presenting medical products or services (Digital Health) around the world has been operating for the past 3 months and 6 months from the beginning of the year to the present, the past 1 year and from the establishment of the fund to the present. As of December 30, 2020, Morning Star is 23.90%, 42.38%, 77.81% per year, 77.81% per year and 42.28% per year respectively.
Meanwhile, during the same period, the fund’s benchmark is the average of the master fund’s performance. Adjusted with the exchange rate To calculate the return to be in baht form at the date of calculation of the 95% return and the one-year fixed deposit rate of less than 5 million baht, an average of 3 large commercial banks, namely Bangkok Bank. Kasikorn Bank And Siam Commercial Bank, 5% after tax, has historical returns of 7.81%, 19.38%, 15.97% per year, 15.97% per annum and 13.05% per annum, respectively. 2. TISCO Biotechnology Health Fund Care (TBIOTECH), a level 7 (high risk) risk, focuses on investing in stocks of companies operating in biotechnology. (Biotechnology) diagnosis And scientific instruments related to life Operating results for the past 3 months and 6 months from the beginning of the year to the present And since the establishment of the fund to the present As of December 30, 2020, Morning Star is 13.30%, 24.11%, 83.44% and 83.44% respectively.
Ms. Worasinee said While in the same period Fund Scorecard This is calculated from the average performance of the master fund adjusted by the exchange rate to calculate the return in Thai baht form at the date of calculation of the return in proportion of 95% and the one-year fixed deposit interest rate of less than 5. Million baht, an average of 3 large commercial banks, Bangkok Bank Kasikorn Bank And Siam Commercial Bank After 5% tax, the index showed historical yields of 7.08%, 19.95%, 70.74% and 70.74%, respectively.
3. United Education Technology Fund (UEDTECH): Level 6 (high risk) investment in business related to education. Consists of manufacturers or educational information. Platform and presentation of information Including the infrastructure system And various devices Operating results for the past 3 months and 6 months from the beginning of the year to the present and from the fund inception to the present As of December 30, 2020, Morningstar was 10.22%, 18.86%, 26.22% and 26.22% respectively, while the fund’s scorecard, MSCI World ESG Leaders (NR), which It is the performance index of the master fund. Adjusted by the exchange rate to compare the baht as of the date of calculating returns, 100% proportion is 12.93%, 21.19%, 14.11% and 4.04%.
4. The Wan Global E-Commerce Fund (ONE-GECOM), level 6 (high risk), has a policy to focus on investing in stocks. And / or ETFs around the world that invest in businesses that earn or benefit from online distribution channels, both directly and indirectly. Operating results for the past 3 months and 6 months, from the beginning of the year to the present, the past 1 year and from the fund inception to the present According to Morningstar data, as of December 30, 2020, it was 24.86%, 55.06%, 114.47% per year, 114.47% per year and 59.77% per annum, respectively. The return of the EQM Online Retail Index is adjusted with the cost of hedging exchange rate to calculate the return in baht currency on the date of the investment in proportion to the hedging of approximately 90% of the fund’s NAV. And the yield of the EQM Online Retail Index adjusted by the exchange rate against the Thai Baht currency at the date of calculation of returns. Approximately 10% of the fund’s net asset value was 30.39%, 64.12%, 124.62% per annum, 124.62% per annum and 35.53% per annum, respectively. Go Cloud Computing Equity Fund (TCLOUD), Level 7 Risk (High Risk) Equity Fund It focuses on investing in companies benefiting from the use of Cloud Computing technology, operating for the past 3 months from the beginning of the year to the present. And since the establishment of the fund to the present As of December 30, 2020, Morningstar was 15.53%, 26.59% and 26.59%, while in the same period the fund’s index was the master fund’s performance. Adjusted by the exchange rate to calculate the return in Thai baht terms as of the calculation date, 100% returns are 10.97%, 21.38% and 21.38%, respectively.
Ms. Roasinee said that, however, TGHDIGI, TBIOTECH and TCLOUD funds concentrated in the industry category. Therefore, there is a risk that investors may lose a lot of their investment. In addition, TGHDIGI, TBIOTECH UEDTECH and TCLOUD may be exposed to foreign exchange risk. The Fund has a foreign exchange hedging policy under the Fund Manager’s discretion and ONE-GECOM Fund hedges some (not less than 80% of the foreign investment value). This is not a guarantee of future performance. Investors should understand the product characteristics. Conditions of return and risks before investing Contact for details Or request a prospectus at any branch of TISCO Bank or TISCO Contact Center Tel. 02-633-6000 press 2 press 4.
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