The SCBUSA(SSF) Fund is a long-term equity fund managed by SCB Asset Management (SCBAM), designed to provide Thai investors with exposure to the U.S. stock market. This fund is structured under Thailand’s Super Savings Fund (SSF) scheme, offering investors both capital appreciation opportunities and tax benefits. It primarily invests in U.S. equities through feeder funds, making it an attractive choice for those looking to diversify internationally while enjoying tax advantages.

Overview of the SCBUSA(SSF) Fund

The SCBUSA(SSF) Fund is a feeder fund that primarily invests in U.S. equity markets, targeting high-growth companies across various industries. As part of the SSF framework, the fund allows Thai investors to benefit from tax deductionswhile gaining access to one of the world's largest and most dynamic financial markets.

This fund is particularly suitable for long-term investors who seek capital growth by investing in well-established U.S. corporations with strong fundamentals, innovation-driven business models, and global market leadership.

Investment Objectives and Strategy

The primary objective of the SCBUSA(SSF) Fund is to provide long-term capital appreciation by investing in U.S. equities. The fund achieves this by allocating its assets to a leading U.S.-focused mutual fund or exchange-traded fund (ETF) that invests in high-potential companies listed on major U.S. stock exchanges.

Key investment strategies include:

• Exposure to U.S. Market Leaders: The fund primarily invests in large-cap companies with strong financials and competitive advantages. This includes global tech giants, healthcare innovators, and key players in consumer goods and financial services.

• Diversification Across Sectors: The fund ensures a well-balanced portfolio by investing across multiple sectors such as technology, healthcare, consumer discretionary, and industrials.

• Passive and Active Management: Depending on market conditions, the fund may allocate assets to actively managed funds or passively track a benchmark index such as the S&P 500 or NASDAQ 100.

• Long-Term Growth Potential: The U.S. stock market has historically provided strong long-term returns. By investing in this fund, investors can benefit from the continuous growth of U.S. companies and innovations in various industries.

• Tax Benefits under SSF Regulations: Contributions to this fund qualify for personal income tax deductionsunder Thailand’s SSF investment scheme, making it a tax-efficient way to build long-term wealth. shutdown123