Krungsri Asset Management launches two funds investing in AI supply chain stocks, highlighting growth opportunities in global megatrends. Available for purchase from August 19-25.

Krungsri Asset Management is offering KF-AINEXT and KF-AINEXT-FX, funds that bring together AI leaders across the entire supply chain and future technologies, focusing on companies with real revenue from AI-related businesses. The initial offering period is scheduled from August 19–25.

Date 18 Aug 2569 Ms. Supaporn Leenabanjong, Managing Director, Krungsri Asset Management Co., Ltd. It is stated that the demand for artificial intelligence (AI) technology in many industries worldwide, and the increasing investment in infrastructure to support this AI demand, reflects that AI is not a short-term trend, but has the potential to be a major driving force of the global economy in the long term. This results in opportunities for growth for businesses throughout the AI ​​value chain, from upstream to downstream.

Krungsri Asset Management has therefore launched the KF-AINEXT and KF-AINEXT-FX funds. This investment policy focuses on the Invesco AI and Next Gen Software ETF, which invests in companies driving the development of AI and future software.

By diversifying investments across the entire AI value chain, from infrastructure supporting data processing and storage such as semiconductors, networking, and cloud computing, to developers of AI platforms and models, and companies that apply AI to improve efficiency and create value for their businesses, opportunities are not limited to the technology sector but also extend to companies in various industries such as industrials and healthcare. This allows investors comprehensive access to AI growth opportunities at every stage of development and real-world implementation.

The fund's key strength lies in its systematic stock selection approach, considering company size, liquidity, and relevance to investment themes. Companies selected must derive at least 50% of their revenue from related businesses. A maximum of 100 companies with a free-float market capitalization are then selected, and the portfolio is rebalanced quarterly, ensuring it consistently reflects changes in AI industry leadership.

The top five securities holdings in the fund are AMD (8.80%), Micron Technology (8.57%), Alphabet (7.39%), Meta Platforms (7.33%), and NVIDIA (7.22%). The portfolio has an 82.06% allocation to the United States and a 52.33% weighting in the semiconductor and semiconductor device sector. The fund's performance over the past year is 111.51%, with an average annual return of 42.53% over the past three years and a 15.97% average annual return since inception. (Source: Invesco, as of June 30, 2026)

Ms. Supaporn stated that this is an attractive time for investment, as prices have fallen significantly recently, while the fundamentals remain unchanged. The AI ​​theme still has significant growth potential, as evidenced by the continuous increase in the proportion of companies that have adopted AI in at least one area, rising from 20% in 2017 to 88% in 2025. Furthermore, it is estimated that by 2030, AI technology could generate up to US$22 trillion in added value to the global economy and contribute to an additional 3.7% in global GDP growth. Generative AI has the potential to increase profits for businesses worldwide by up to US$4 trillion per year.

The KF-AINEXT and KF-AINEXT-FX funds offer investors access to growth opportunities driven by the AI ​​megatrend and future technologies, allowing them to choose investments based on their perspective on exchange rates. The KF-AINEXT fund hedges against exchange rate risk at the fund manager's discretion (typically fully hedged), while the KF-AINEXT-FX fund is suitable for investors who can tolerate currency risk, as it does not hedge against exchange rate fluctuations. Both funds have a minimum investment of just 500 baht.

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