K-CHANGE-A(A) Fund Offers a Chance to Make the World a Better Place
K Positive Change (K-CHANGE-A(A))
• K-CHANGE Fund focuses on investing in the units of foreign mutual fund in a single mater fund, namely the Baillie Gifford Positive Change Fund, in the GBP Class B Accumulating, with an average proportion not less than 80% of the net asset value of the fund. The investment is in Pound sterling. • The fund focuses on sustainable companies (sustainable investment) according to principles, believing that investing in such businesses can address issues like reducing carbon emissions and social inequality. • The Master Fund invests globally in companies that have a positive impact on society or support positive changes in 4 areas: social and education inclusion, environmental responsibility, healthcare and quality of life, and helping socially disadvantaged individuals. • The fund employs a bottom-up stock selection approach, with a high-conviction and long-term investment strategy in 25-50 global stocks. • Some of the main securities the fund has invested in include Bank Rakyat Indonesia, which provides microfinance services, and Deere & Co, a leading agricultural machinery manufacturer in America known for reducing chemical usage and promoting environmental sustainability. • The fund aims to deliver better long-term returns compared to the benchmark. |
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Investment Policy
- The fund focuses on investing in the units of foreign mutual fund in a single mater fund, namely the Baillie Gifford Positive Change Fund, in the GBP Class B Accumulating, with an average proportion not less than 80% of the net asset value of the fund. The investment is in Pound sterling.
- Suitable for investors who can invest in long term and wish to diversify the investments into quality stocks around the world that give good returns and increase investment quality through sustainable investments who can accept the risk of the increase or decrease of foreign stock prices, including the risk of exchange rates. (at least 75% of foreign investment currency exposure hedged)
- Risk level of the fund is 6.
- Non-dividend paying fund.
Warning : Past performance of mutual funds does not assure future performance. Investors must understand the nature of the funds, return conditions, and risks before making investment decisions. This document is compiled from public sources for internal use and is not intended for dissemination. It does not constitute an offer to sell securities or provide financial advice. Furthermore, the information presented in this document is prepared and collected with integrity and attempts to rely on reliable data for accuracy, but the Company cannot guarantee the completeness or reliability of such information. Users of this information must exercise their own judgment and bear responsibility for risks that may arise. Investors should verify information from the fund management company directly regarding fund-related information.