Funds labeled ESG or sustainable may use different asset-selection methods and pursue different goals. Compare investment policies, prospectuses, selection criteria, and disclosures. Do not assume funds with similar labels have the same holdings, risks, or tax benefits.
The associated short video mentions ten dividend funds, but does not name them or provide screening criteria. It is included as general investing context, not as a recommendation to buy or sell or as evidence for this guide.
What to Review in a Fund’s Documents
- How does the fund define ESG or SRI, and what screening criteria does it use?
- What minimum investment proportions apply, and what assets does the fund actually hold?
- Could the portfolio be concentrated in a particular industry, country, or company?
- What are the purchase, sale, and management costs, and which benchmark is used for comparison?
- If tax treatment applies, check the tax year and official notices separately from the fund name.
An ESG label does not make a fund low-risk or guarantee returns. Review the fund’s current prospectus and reports through the SEC system, then compare them with your goals and risk tolerance.
Read the beginner’s guide to checking mutual funds and Asset Allocation article to learn more about reviewing fund information and portfolio diversification.
Sources
- Thai SEC: Investment products and SRI fund education
- Thai SEC: MRAP prospectus and fund-report search
- Thai SEC: SRI mutual-fund information
Updated 16 October 2026. Fund categories, names, and tax treatment may change through official notices. Check the latest documents before deciding.