Wanna Asset Management launches ONE-ELITE11 fund, including outstanding stocks in 11 industries worldwide.

Wana Asset Management launches ONE-ELITE11 fund, combining prominent stocks in 11 industries worldwide, establishes ALL STAR securities team, promotes Momentum strategy

Wan Asset Management Company Adjust the new strategy to diversify investments to increase the opportunity to create good returns in the future while catching the timing of the bull market after the world stock market recovered after concerns about the trade war showed signs of easing. The open-ended fund, Wan Elite 11 (ONE-ELITE11), invests in individual stocks in proportions close to (full replication) to the Bloomberg Global Industry Elite 55 Index, diversifying investments in 11 industries worldwide, searching for the top 5 most outstanding companies in each industry, a total of 55 securities, open for offering 13 - 21 May 68.

Mr. Poj Harinsut, Chief Executive Officer of Wan Asset Management Co., Ltd. (Wan Asset Management), revealed that the global market is likely to recover from the trade negotiations that are improving after the United States and China reached an agreement to reduce the customs tariff rate by 115% each for 90 days, resulting in the US tariff rate on imported goods from China being reduced to 30% from the previous 145% and China's tariff rate on imported goods from the United States being reduced to 10% from the previous 125%, which may pave the way for negotiations with other major trading partners. The easing trend of the trade war will help reduce pressure on the growth of the global economy and the profit estimates of listed companies in the next period, which is positive for investment in risky assets. Wan Asset Management would like to offer the Wan Elite 11 (ONE-ELITE11) open-end fund to invest in stocks with a proportion or weight close to the Bloomberg Global Industry Elite 55 Index, which is diversified in 11 industries worldwide. The top 5 most outstanding companies in each industry, totaling 55 securities with high market value and strong profitability, will be selected. Use Momentum factors to weigh investments in each industry, helping to catch the timing of investments during bull markets, diversify investments across various industries, and prepare for rapid changes in the capital market.

Historical statistics show that stocks with Momentum factors help generate average annual returns and have the most outstanding Sharpe Ratio when compared to investing in the general global stock market and stocks with other factors such as Growth, Quality, and Value.

The Bloomberg Global Industry Elite 55 Index has produced outstanding long-term returns over the past 5 years at 17.97% per year, beating the S&P500 and World Indexes by approximately 15.58% and 14.50% per year, respectively (as of April 30, 68). In addition, there is a high chance of approximately 88% to generate positive returns in a 1-year investment period and a 99% chance to generate positive returns in a 3-year investment period, based on historical data testing (Back Test) since 2008.

ONE-ELITE11 is one of the investment strategies during the bull market, ready to search for quality rising stocks with strong market prices in every industry. It is like creating an ALL STAR football team, which includes outstanding stocks from every industry group. And adjust the investment weight in each industry (Sector Tilt) by ranking all 11 industry groups based on the return on volatility in the past 90 days (Risk adjusted momentum tilt factor), which helps reflect the Momentum of each industry group in each period. The top 3 industries with the highest Momentum will have their investment weight doubled, like the team's forwards, while the bottom 3 industries with the highest Momentum will have their investment weight reduced by half from the original investment weight, like the team's back. Other industries will maintain their investment weight, like the team's midfield.

“In the first quarter of 1, the market began to rotate its investment groups from the Big Tech and Growth stocks, especially the Magnificent 2025 (Mag7) groups, to other groups of stocks with lower valuations, interesting profit growth trends, and, importantly, outstanding Momentum or short-term stock prices. The profit trend of the Magnificent 7 stocks has a decreasing growth rate, contrary to the profit estimates of other US stocks, which have an increasing growth trend. This is a factor supporting investment funds to be distributed to other industrial groups more in the future,” said Mr. Poj.

ONE-ELITE11 Fund Ready to seize the opportunity to create a positive portfolio during the bull market with the Smart beta strategy that has a clear investment process (Rule-based approach) according to the criteria of the Bloomberg Global Industry Elite 55 Index that focuses on Momentum factors in terms of price and quality of the company, selecting the top 5 outstanding stocks from 11 industries, including the allocation of investment weights in each industry period. There is an investment portfolio adjustment (Rebalance) every quarter, helping to distribute investments and increase the opportunity to catch the timing to create outstanding returns. Able to adjust positively better than the global stock market and the US stock market in the overall short and long term. Interested investors can invest today or inquire for more details at 02-659-8888 ext. 1 or appointed distributors such as Pine Wealth Solution Securities Co., Ltd.

Read all news related to funds - investments here.