Ready for All Market Conditions with Muang Thai Unit-Linked
New Opportunities in a Challenging Year
Ready for All Market Conditions with Muang Thai Unit-Linked
If the article is too long, you can choose a topic to read:
- Investment Outlook
- Muang Thai Unit-Linked Introduces New K-Wealth PLUS Series Funds, Ready for All Market Conditions
- K-WealthPLUS Series (K-WP) Risk-Based Portfolio Allocation (Feb 2026)
- Investment Policy (Summary)
- Past Performance
▶️Investment Outlook
- Global equity market earnings growth is expected to continue expanding over the long term, particularly in industries benefiting from AI technology development.
- The short-term investment outlook faces high volatility due to geopolitical uncertainty in the Middle East. Elevated energy prices are expected to keep inflation and interest rates at high levels, leading to de-risking in both equity and fixed income markets.
- Oil prices, despite their wide volatility in line with the war situation, remain structurally in an oversupply condition over the long term, which will be a key factor pressing prices lower once the conflict subsides.
- Diversified investment across multiple asset classes is therefore an appropriate strategy for the current high-volatility environment, helping to protect investments from significant downside, while capturing growth opportunities when the investment environment recovers.
▶️Muang Thai Unit-Linked Introduces New Funds: K-WealthPLUS Series, Ready for All Market Conditions
- K-WealthPLUS Series (K-WP) is a group of mixed funds that diversifies investments across multiple asset classes globally — equities, fixed income instruments, and alternative assets — managed through an active investment approach, adjusting the portfolio in line with market conditions to enhance short-term return opportunities while maintaining long-term portfolio stability. Multiple portfolios are available to suit different risk levels.
- The K-WP fund group is managed through a collaboration between KAsset's fund management team, which specializes in domestic assets, and global partner - J.P. Morgan Asset Management, which provides in-depth insights on foreign assets — enhancing investment quality and enabling rapid portfolio adjustments to keep pace with volatile market conditions.
- The fund begins by establishing a strategic asset allocation based on assessments of expected returns across various asset classes over a 10–15 year horizon, taking into account long-term trends, growth potential, risk levels, macroeconomic views, and key investment themes. It then sets an investment framework for a 6–12 month period and continuously monitors, analyzes, and adjusts the investment allocation in response to changing conditions, using both qualitative and quantitative assessments through weekly investment review meetings.
▶️Investment Policy (Summary)
- Invests in units of at least 2 domestic and/or foreign funds with investment policies covering one or more asset types, such as equities, fixed income, and alternative assets.
- Invests by referencing the investment allocation from a program developed by the asset management company in collaboration with JPMorgan Asset Management (Singapore) Limited, and the investment allocation and/or invested assets will be adjusted as the asset management company deems appropriate.
- The fund has a risk level of 5 (only K-WPULTIMATE has a risk level of 6).
- The fund does not have a dividend payment policy.
- The fund has a foreign exchange risk hedging policy (Hedging) on a discretionary basis.
▶️K-WealthPLUS Series (K-WP) Risk-Based Portfolio Allocation (Feb 2026)Portfolio allocation by risk level (February 2026)
*Based on the Investment Management Association's fund classification report (summary): Conservative funds have less than 35% in risk assets, Moderate funds have 35–65% in risk assets, and Aggressive funds have more than 65% in risk assets.
Source: Mutual fund classification based on AIMC and SEC criteria
▶️Past Performance (as of March 2026)
*The K-WP fund group was established on 16 August 2021.
**For benchmark details and additional fund information, please visit: https://www.kasikornasset.com/kasket/TH/mutual-fund/HuntGeneric/Pages/wealthplus.aspx
Source: Kasikorn Asset Management Co., Ltd. (investment allocation data as of 28 February 2026 and past performance data from the Factsheet for March 2026)
Remarks: Investing carries risks. You may not achieve the expected returns of the recommended investment portfolios, or you may incur losses from following the recommended portfolios. The recommended investment portfolios are merely proposed investment models for your consideration. When investing in the recommended portfolios, investors may face currency risks from overseas investments. Investors should understand the fund characteristics, return conditions, and risks before making investment decisions. The five recommended portfolio models are tailored to different objectives, investment requirements, and risk tolerance. The investment weights, estimated returns, and risk levels are derived from historical data and an evaluation of economic conditions, investment climates, and market trends for each asset class, which may change in the future. When you invest in the recommended portfolios, the actual asset values may rise or fall, causing the actual investment allocation to deviate from the original recommended portfolio allocation. Investors should consider buying or selling assets to maintain the recommended portfolio allocation. The recommended portfolios do not guarantee returns, and investors may experience returns higher or lower than the expected returns, depending on the actual performance of each asset class in any given year. The appropriate investment period for these portfolios is at least 10 years. ”Expected return” refers to the return expected from each portfolio's risk level over a 10-year investment horizon. “Expected return volatility” refers to the expected volatility in returns over the 10-year investment period for each portfolio's risk level.
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