Overview of the ES-LTFD Fund
The ES-LTFD Fund is a long-term equity investment vehicle that aims to provide sustainable capital growth by investing in a diversified portfolio of large and mid-cap stocks listed on the Stock Exchange of Thailand (SET). The fund aligns with the Long-Term Fund for Investment Deduction (LTFD) scheme, allowing investors to benefit from tax deductions while accumulating wealth over time.
With a strategic focus on well-established and high-potential Thai companies, the fund seeks to achieve long-term returns through capital appreciation and dividends, making it a suitable choice for investors with a long-term horizon and moderate to high-risk tolerance.
Investment Strategy and Objectives
The primary goal of the ES-LTFD Fund is to generate attractive long-term returns by investing in high-quality Thai equities. The fund employs an active management approach, selecting stocks based on rigorous fundamental analysis and market trends.
Key investment strategies include:
- Stock Selection: The fund invests in companies with strong growth potential, solid earnings, and competitive advantages in their respective industries.
- Diversification: To reduce risk, the fund spreads investments across multiple sectors, including banking, energy, telecommunications, and consumer goods.
- Active Management: The fund managers continuously monitor market trends and economic conditions to optimize the portfolio for long-term returns.
- Tax Efficiency: As part of the LTFD scheme, investors can enjoy tax benefits, making it a tax-efficient investment choice for long-term wealth accumulation. shutdown123