TISCO Asset Management sends new RMF fund TNASDAQRMF-A to invest in NASDAQ index stocks.

Mr. Saharat Chatsuwan, Deputy Managing Director of TISCO Asset Management, revealed that the company has launched the TISCO US Nasdaq Equity Retirement Fund (TNASDAQRMF-A), a level 6 risk fund (high risk) that focuses on investments in the Invesco QQQ Trust, Series 1.

The fund's objective is to generate investment returns similar to those of the Nasdaq-100 Index, an index comprised of the 100 largest publicly traded non-financial companies with market capitalizations. Nasdaq (Nasdaq) United States Initial offering of investment units (IPO) 2-10 October 2566

Mr. Saharat said Investing in the NASDAQ Index is suitable for the long term. If considering the increase in the past, it is found that Average purchase according to index including dividends

By investing on July 1st of each year from 2556 until June 30, 2566, as follows:

• The index will provide a 10-year cumulative total return of 183.97% or 10.99% per year.
• The index will provide a 5-year cumulative total return of 62.99% or 10.25% per year.
• The index will provide a 3-year cumulative total return of 29.33% or 8.95% per year.

Therefore, it is suitable to invest in RMF funds, which can be invested every year, meeting long-term investment needs. It's like investing in Dollar Cost Averaging (DCA).

However, for investors looking to manage their year-end taxes, TISCO Asset Management has selected eight Savings Funds (SSF) and Retirement Mutual Funds (RMF) as investment options this year.

1. TUSBOND-SSF
2. TSF-SSF
3. TISCOWB-SSF
4. TNASDAQ-SSF
5. TSFRMF-A
6. TVIETNAMRMF-A
7. TGHRMF-A
8. TTECHRMF-A

For individual customers who invest in the SSF RMF fund from October 2, 2566 to January 31, 2567, every 50,000 baht of accumulated investment amount will receive investment units of TISCO Strategic Fund, investment unit type A (TSF- A) Value 100 baht, maximum 1,000 baht and for those who switch SSF/RMF/LTF investment units from other management companies to TISCO Asset Management Company Limited. From October 2, 2566 to January 31, 2567, the total amount switched into the SSF RMF LTF fund accumulates for every 50,000 baht, receive TSF-A investment units valued at 100 baht, up to a maximum of 20,000 baht.

Mr. Saharat further stated that the details of the eight recommended SSF and RMF funds are as follows:

1. TISCO US Bond Fund Types of investment units for savings (TUSBOND-SSF) Risk level 4 (moderately low risk) Invest in investment units of JPMorgan Funds – US Aggregate Bond investment unit type C (acc) – USD that invests in debt instruments that have been rated as creditworthy. Can invest
2. TISCO Strategic Fund Open Fund, Savings Unit Investment Type (TSF-SSF) Risk Level 6 (High Risk) Invest in Thai stocks with good fundamentals. that have been selected by fund managers Using a proactive investment policy
3. TISCO Thai Stocks Well-being Open Fund, Savings Unit Investment Type (TISCOWB-SSF) Risk Level 6 (High Risk) Invest in Thai stocks in 7 business sectors in which Thailand has the potential to compete in the SETWB Index by using an aggressive investment policy.
4. TISCO US Nasdaq Equity Open Fund, Savings Unit Investment Type (TNASDAQ-SSF) Risk Level 6 (High Risk) Invest in investment units of Invesco QQQ Trust, Series 1 fund, which is an ETF mutual fund. that is listed for trading on the Nasdaq Stock Exchange (Nasdaq), United States
5. TISCO Strategic Retirement Fund General investor type (TSFRMF-A) Risk level 6 (high risk) Invest in Thai stocks through the TSF-A fund (master fund) that has a policy of investing in good fundamental Thai stocks that have been selected by the fund manager. Using a proactive investment policy
6. TISCO Vietnam Equity Open Fund for Retirement (TVIETNAMRMF-A) Risk Level 6 (High Risk) Invest in mutual funds/ETF. that has a policy of investing in Vietnamese stocks Conducting main business or having main income from Vietnam
7. TISCO Global Healthcare Retirement Fund General investor type (TGHRMF-A) Risk Level 7 (High Risk) Invest in mutual funds and/or ETFs that focus on stocks related to the global Healthcare industry.
8. TISCO Technology Equity Retirement Fund General investor type (TTECHRMF-A) Risk Level 7 (High Risk) Invest in investment units of the iShares Expanded Tech Sector ETF that invests in stocks related to the Technology industry.