InnovestX Securities Company Limited, the flagship investment firm under the SCBX Group, reaffirms its leadership in foreign investment by curating strong funds and providing tailored investment advice that meets the needs of various customer segments and aligns with market conditions at different times. This opens up opportunities for investors to directly invest in high-quality Offshore Mutual Funds with leading global asset management firms, exclusively for InnovestX customers, by waiving the Front-end Fee for purchases made between June 6 and July 31, 2025. This is ideal for Wealth investors seeking long-term returns through investments in internationally recognized quality funds without the need for intermediaries or redundant fees. Investors can choose from over 100 quality funds from more than 20 leading global asset management firms such as BlackRock, J.P. Morgan, Fidelity, Schroders, Wellington Management, and PIMCO, offering a diverse range of funds including Equity Funds, Fixed Income Funds, and Asset Allocation Funds, as well as funds focused on specific countries, industries, and popular Thematic Funds like Innovation Technology and AI, sustainability-focused companies, and the Rising Asia group including China and India. This enhances the potential for effective long-term returns.

Mr. Phayont Pongsawari, Chief Investment Officer of InnovestX Securities, stated: “InnovestX, as a comprehensive investment platform from the SCBX Group, aims to elevate the investment experience of Thai people to a global standard with powerful, user-friendly tools that cover a wide range of global assets. This allows all investor groups to flexibly adjust their portfolios and confidently navigate any market situation, whether for long-term planning or seizing specific opportunities during critical times. InnovestX is ready to deliver investment products that cater to all market conditions (All Weather Products) and provide easy-to-understand, timely, and reliable investment advice, acting as a knowledgeable assistant in the market to help investors make accurate and effective decisions towards the ultimate goal of sustainable wealth creation.

One important opportunity that investors should not overlook is diversifying their portfolios internationally through high-quality global funds, especially direct investments in Offshore Mutual Funds, which have been increasingly popular among Wealth clients due to four main factors: 1) Already having investment capital in USD, eliminating the need for currency conversion time or costs, 2) Seeking specialized funds not available in Thailand, 3) Avoiding redundant fees, and 4) Having a team or tax advisors to manage foreign taxes, making this investment option both flexible and cost-effective in the long term.

Amidst the uncertain global economic environment, diversifying investments across various assets, including international investments, remains a crucial option for risk diversification. For instance, Asset Allocation Funds or high-quality bonds with low volatility can effectively enhance the stability of Wealth investors' portfolios.

Currently, InnovestX has selected quality foreign funds from over 100 funds across 20 leading global asset management firms such as BlackRock, J.P. Morgan, Fidelity, Schroders, Wellington Management, and PIMCO. Investors can build their portfolios with guidance from InnovestX, including a Core Portfolio for stable long-term investments like Global Equity Funds and Global Fixed Income Funds, along with a Satellite Portfolio for opportunities to generate higher returns, such as investments in Technology stocks or emerging markets with growth potential.

Some continuously popular foreign funds include:
- Schroder ISF Global Sustainable Growth Fund: Invests in quality global stocks with a focus on sustainability, performing well in all market conditions.

- JPM Global Dividend Fund: Invests in global dividend stocks with ESG support.

- Fidelity Global Technology Fund: Diversifies investments in global technology stocks.
- PIMCO GIS Income Fund: Invests in various types of bonds globally, aiming to generate income and diversify risk.

- BGF Global Allocation Fund: Diversifies investments in stocks and bonds at a 60/40 ratio, with flexible adjustments based on market conditions.

Additionally, with the current appreciation of the Thai Baht, it is an opportune time to accumulate foreign investment units, as it helps reduce the cost of purchasing units in foreign currencies.

For interested investors, starting to invest in Offshore Funds is easy through the InnovestX app, with a 0% Front-end Fee promotion available from June 6, 2025, to July 31, 2025. Investors can also follow investment strategies and fund information through the InnovestX application and the website www.innovestx.co.th/cafeinvest, as well as the “Buy Call” program aired every Sunday at 10:00 AM on YouTube “InnovestX”.

For more details, please visit www.innovestx.co.th/products/fund/Direct-Offshore-Fund.

*Terms and conditions apply as specified by the company.