Eastspring Asset Management launches RMF to diversify investment portfolios across various assets worldwide.

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Eastspring Asset Management expands its tax-saving fund options with the launch of the ES-ULTIMATE GA RMF Series, diversifying portfolios across various global asset classes. Three funds are available in IPO from today until October 10, 2025.

October 7, 2025 – Eastspring Asset Management launches three new RMF funds, ES-ULTIMATE GA1, 2, and 3 RMF, designed to help investors build long-term financial security. These funds offer a unique advantage: a single fund that invests in equities, bonds, and other alternative assets globally, creating growth opportunities and effectively managing economic volatility. They protect investment portfolios during periods of high uncertainty and are available in three different investment styles, each with its own weighting structure. Subscriptions are open from today until October 10, 2025.

Ms. Darabusp Papavaj, Managing Director of Eastspring Asset Management (Thailand) Co., Ltd., revealed that in the last quarter of 2568, most investors are looking for investment opportunities to save on taxes. Retirement Mutual Funds (RMFs) remain a suitable option for financial planning to build long-term financial security.

Therefore, Eastspring Asset Management has increased its options by launching three new RMF funds, the Eastspring Ultimate Global Allocation RMF Series (ES-ULTIMATE GA RMF Series), to create opportunities for investment portfolio growth, including:

  1. Eastspring Ultimate Global Allocation 1 Retirement Mutual Fund (ES-ULTIMATE GA1RMF)
  2. Eastspring Ultimate Global Allocation 2 Retirement Mutual Fund (ES-ULTIMATE GA2RMF)
  3. Eastspring Ultimate Global Allocation 3 Retirement Mutual Fund (ES-ULTIMATE GA3RMF)

With a project value of 1 billion baht per fund, the first offering is open from today until October 10th with a minimum investment of only 1,000 baht.

The Eastspring Ultimate Global Allocation Series Fund was established in collaboration between Eastspring Asset Management and two strong partners, TMB Thanachart (TTB) and Amundi Asset Management, in January 2025. It is a multi-asset fund investing in a variety of asset classes worldwide, including:

  • Eastspring Ultimate Global Allocation 1 Open-Ended Fund (ES-ULTIMATE GA1) has an investment proportion of 70% in bond funds and 30% in equity funds.
  • Eastspring Ultimate Global Allocation 2 (ES-ULTIMATE GA2) open-ended fund has a proportion of 50% bond funds, 50% equity funds and and
  • Eastspring Ultimate Global Allocation 3 Open-Ended Fund (ES-ULTIMATE GA3) has an investment proportion of 30% in bond funds and 70% in equity funds.

Currently, it is considered a fund with performance that can create opportunities for satisfactory returns and has been continuously well-received by investors, resulting in a total net asset value of 20,182.72 million baht (Source: Eastspring Asset Management Co., Ltd. as of October 2, 2568), reflecting investor confidence in this fund being a solution for investment amidst volatile market conditions.

Ms. Darabup stated that the Eastspring Ultimate Global Allocation RMF Series fund focuses on investing in units of the master fund, the Eastspring Ultimate Global Allocation Series, at an average of no less than 80% of the fund's net asset value per fiscal year. The fund is managed by Eastspring Asset Management, and Amundi Asset Management has been appointed as an outsourced fund manager.

The Master Fund has a Core-Satellite investment structure through mutual funds (Fund of Funds) to provide investors with returns and manage risks effectively. The Core Portfolio focuses on investing in the Amundi Funds Income Opportunities Fund, which is diversified across various assets to generate cash flow, and other Amundi funds as components to align with strategic asset allocation.

“The key feature of the ES-ULTIMATE GA1,2,3 RMF fund is that it offers a single fund holding equities, bonds, and other alternative assets globally. The core portfolio invests across multiple asset classes, allowing it to better withstand economic volatility and protect investments during periods of high uncertainty. Furthermore, it helps optimize investment allocation in rapidly changing market conditions to create opportunities for sustainable long-term returns. The core fund aims to deliver performance exceeding the minimum return for the recommended investment period of 3 years or more,” Ms. Darabusp stated, adding.

For the three Eastspring Ultimate Global Allocation RMF Series funds, investors can invest up to 30% of their taxable income, and the total investment, combined with other retirement funds, must not exceed 500,000 baht. In addition, Eastspring Asset Management is offering a special promotion: for every 50,000 baht invested, investors will receive 100 baht worth of units in the Eastspring Cash Management Fund (ES-CASH). Terms and conditions apply.

Interested parties can find more details at www.eastspring.co.th or call 1725 during business hours, or through authorized sales channels or appointed sales agents and redemption representatives. Investors should understand the product characteristics, return conditions, risks, tax benefits information, and the investment guide for the mutual fund before making an investment decision.

The conditions for investing in funds and the conditions for receiving promotional rights in funds must comply with tax conditions as specified by the Revenue Department. Investing in funds is not a deposit and involves investment risks. Investors may receive a return of more or less than their initial investment and may not receive payment for redemption of investment units within the specified timeframe or may not be able to redeem investment units as ordered.

Since the fund does not hedge against exchange rate risk, investors may lose or gain from exchange rate/or receive a return lower than the initial investment. “Past performance/comparative performance results related to capital market products are not a guarantee of future performance.

*Investors may request a prospectus at all Thanachart Bank branches, Eastspring Asset Management (Thailand) Co., Ltd., and appointed sales and redemption supporters before making an investment decision.

 

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