Overview of the SCBDV-SSF Fund
The SCBDV-SSF Fund is an actively managed balanced fund that primarily invests in a mix of fixed-income securities, such as bonds, and equities, including stocks of companies across various sectors. As a part of Thailand's SSF program, the fund provides tax-saving opportunities, making it an appealing choice for investors looking to build wealth over time while minimizing their tax liabilities.
Objectives and Investment Strategy
The main objective of the SCBDV-SSF Fund is to offer both capital growth and income generation by investing in a diverse range of assets. The fund's strategy is built on the premise that a mix of fixed-income and equity investments provides a well-rounded approach to navigating market volatility, while also capturing growth opportunities in the equity markets.
Key features of the SCBDV-SSF Fund’s strategy include:
- Diversification: The fund aims to create a well-balanced portfolio by investing in a variety of asset classes, including equities, bonds, and other fixed-income instruments. This diversification helps reduce risk by spreading investments across different sectors and asset types.
- Active Management: The SCBDV-SSF Fund is actively managed, meaning the portfolio managers make decisions about asset allocation, sector weighting, and individual security selection based on market conditions and economic trends. This active approach allows the fund to adapt to changing market dynamics.
- Tax Benefits: As part of the SSF program, the fund offers tax advantages for investors who contribute to it. Contributions are eligible for tax deductions of up to 30% of annual income, up to a maximum of 200,000 Baht, making it a tax-efficient investment choice shutdown123