“clean energy(New Energy) is considered one of the world’s 10 mega-trends for the next decade. From the past, the trend of changing to clean energy to preserve the environment has become clearer.
Especially from the US electricity generation plan. which comes from clean energy which has significantly increased sales volume”an electric carAnd the investment in batteries has increased dramatically.
“an electric car“It’s considered mainstream in the world. and in the future the trend of this group will continue to be good. This is a result of many countries seriously turning to using clean energy.
This can be seen in the passing of the largest US investment in clean energy infrastructure in more than a decade, and Apple’s announcement that it will start producing electric vehicles by 2025, earlier than previously planned. Including cooperation between the United States and China at the Climate Change Conference (COP26) which will work together to tackle global warming.
Of course, investing in themes “an electric car“interesting Because it is an investment that has the opportunity to receive good returns in the future according to the changes in the world as well
Therefore, in the last year, it can be seen that asset management companies (AMC) have gradually started to establish funds that have investment policies in this group.
Currently, the “Electric Vehicle Fund” (EV FUND) has 4 funds as follows:
1. Unified Battery and EV Technology Fund : Unified Battery and EV Technology (UEV)
2. Asset Plus Future Power Supply and Mobility Fund : Asset Plus Future Power Supply and Mobility (ASP-POWER)
3. LH Smart Mobility Fund, Type of Accumulation : LH Smart Mobility A (LHMOBILITY-A)
4. SCB Electric Vehicles and Future Mobility (Accumulation) Fund (SCBEV(A))
Around the last year, “Morning Star Research (Thailand)” found on December 1, 2022 that the electric vehicle fund All returns are still negative. Because the electric car industry There is a lot of investment related to technology stocks this year.
Reflecting UEV fund return -21.20%, ASP-POWER fund return -29.43%, LHMOBILITY-Fund return -35.31% and SCBEV(A) fund return -22.03%
The investment portion of the electric vehicle fund is as follows:
on the risk side of “electric vehicle fund It has relatively similar risks to the Clean Energy Fund. But it may have a slightly lower return.
for “Electric Vehicle FundIt has been found that it is often an investment in large cap stocks It is in the group of manufacturers of electric cars, batteries, charging stations.
It is usually an investment through a mutual fund. ETF, a major US battery ETF and has invested in a significant percentage of Chinese companies. Like investing in the Global X Lithium & Battery Tech ETF (LIT), it invests primarily in the electric vehicle sector, and then. battery group
“Chayanee Jungmanon” Senior Analyst, Morningstar Research (Thailand) Co., Ltd. It is recommended that investors interested in the clean energy fund Renewable energy should know that This type of investment will be different for each policy or theme that the fund chooses to invest in. which may be concentrated in growth stocks Or have higher risks than diversified investments in many businesses
The clean energy theme of an electric car is that It will invest in growth in the energy transition. The Inflation Reduction Act is an example of the government’s approach to environmental issues which will have positive effects over the long term.
