Mutual funds provide an avenue for clients to pool investors’ money in a registered fund. This fund is then managed by a professional fund manager to meet its portfolio objectives. Clients, who wish to grow their wealth or gain some external source of income but have limited resources to do so, may invest in mutual funds for an ease of mind. This investment vehicle gives retail investors access to a variety of investment instruments such as equities, bonds and other local and foreign assets. This product is an exclusive offering by CGS-CIMB Securities (Thailand) Co., Ltd.
Why trade this product with CGS-CIMB?
With a single account, clients can purchase, sell or switch between more than 1000 mutual funds from 18 leading Asset Management Companies with no additional fee, similar to purchasing directly from asset management companies. Moreover, we provide an online system that allows clients to monitor their portfolio themselves, along with monthly statements of outstanding units.
CGS-CIMB Securities‘ team of skilled and certified advisors can help clients formulate an investment plan to match their lifestyle, risk profile and investment objective. In addition, we provide clients with fund information, news and fund performance report to assist them in making good investment decisions.
Offerings available for this product
AMC Online Platform
For funds such as Long-term Equity Fund (LTF) and Reliance Mutual Fund (RMF), clients can perform a transaction directly through each AMC online platform.
Please contact your Trading Representatives to place trade.
There are many factors for clients to consider such as investor risk preference, investment objective and goal, as well as investment horizon. An investment in a certain fund may be suited to one but not another. Therefore, clients should consult their investment consultant to find an appropriate investment guideline.
The duration of investment depends on the client and the type of mutual fund to invest. Money market and some fixed income mutual fund can be invested in a short-term time frame. Equity or other asset mutual funds have higher risk or volatility, so they should be invested for longer-term horizon. However, if the investor is satisfied with the current return, they may redeem that fund. Additionally, for LTF and RMF, clients have to invest in the time required by law.
Income from mutual fund is divided into dividend income and capital gain. According to Thai law, dividend income from mutual fund investment is taxable. A unit holder can choose to either deduct 10% withholding tax or include the dividend income in his/her personal income tax calculation. Some parts of capital gain are untaxed. Clients may contact their respective investment consultant for more details.
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