Analyst Highlights RMF and ThaiESG Funds for Strategic Portfolio Diversification

Finnomena Mutual Fund Brokerage Securities (Finnomena Funds) stated that the company has published a list of 21 recommended funds, composed of Retirement Mutual Funds (RMF) and Thailand ESG Funds (Thai ESG), and four tax deduction investment strategies for investors to select based on their goals and investment style. This list has been analyzed thoroughly by the expert and filled with easy-to-understand details and updated on all essential trends.

For the RMF, the list includes KKP GNP RMF-UH, K-GSELECTRMF, ES-GAINCOMERMF, B-INNOTECHRMF, SCBRMGHC, AFMOATHRMF, B-USALPHARMF, B-ASIARMF, SCBRMMLCA, B-INDIAMRMF, PRINCIPAL VNEQRMF, THDRMF-A, K-GDBONDRMF, KKP INRMF, and BGOLDRMF. As for the Thai ESG, the list is composed of KKP GB THAI ESG, KTAG70/30-ThaiESG, and TDSThaiESG-A.

These funds are selected from various categories, including global equities, U.S. equities, Asia equities, China equities, Vietnam equities, India equities, Thai equities, technology equities, health care equities, bonds, gold, and mixed funds.

Finnomena Funds also offers tax deduction investment strategies by selecting RMF funds suited to each tactical investment preference. The details of each strategy are as follows:

  • Defensive Deep Block: a low-risk strategy that focuses on a disciplined defensive tactic with bonds. Its primary purpose is to mitigate risk and lower the chance of facing loss, which is suitable for those who prefer low risk, low volatility, and returns that beat deposits.
  • Counter Attack: a low- to medium-risk strategy that still focuses on a defensive tactic with bonds. However, it will also provide a method to counterattack by investing in alternative investments to generate significant returns at an appropriate time. This strategy is suitable for those who want to diversify their investments to generate returns that beat inflation.
  • Possession Game: a low- to medium-risk strategy that focuses on an offensive tactic to generate returns through the stock market and also maintains the balance by using top-tier bonds. This strategy is suitable for those who prefer medium risk or higher and want to diversify their investments across the global market in various categories.
  • Attack High Pressing: a high-risk strategy that focuses intensively on a heavy offensive tactic. Its primary purpose is to generate the highest returns from the long-term growth of the global stock market, which is suitable for those who prefer high risk.