Language : Indonesia  English

Investment Fund Performance

SHARES

TYPE OF FUNDS

UNIT PRICE PERFORMANCE

2005

2006

2007

2008

2009

Equity Fund

22.05%

59.76%

61.96%

-50.96%

95.55%

Equity Income Fund

2.28%

55.80%

51.47%

-50.71%

86.93%

Equity Infrastructure Fund*

              -  

              -  

              -  

              -  

5.66%

Equity Dynamic Fund*

              -  

                 

              -  

              -  

7.09%

Equity Sharia Fund*

              - 

-

              -  

              -  

7.28%

 

MONEY MARKET

TYPE OF FUND

UNIT PRICE PERFORMANCE

2005

2006

2007

2008

2009

Money Market Plus Fund

7.51%

12.22%

5.31%

3.79%

5.55%

 

FIXED INCOME

TYPE OF FUND

UNIT PRICE PERFORMANCE

2005

2006

2007

2008

2009

Bond Fund

5.82%

20.96%

7.12%

1.99%

16.33%

 

MIXED

TYPE OF FUNDS

UNIT PRICE PERFORMANCE

2005

2006

2007

2008

2009

Balanced Fund

5.07%

23.93%

18.10%

-19.82%

30.02%

Balanced Progressive Fund

3.01%

52.84%

49.99%

-46.18%

71.07%

Balanced Target Fund*

             -  

              -  

              -  

              -  

2.84%

Balanced Sharia Fund*

              -  

              -  

              -  

              -  

2.82%

 

Notes:

  1. The past Investment Performance does not describe the future performance. The Investment Value can increase or decrease. The Customer may not make any assumption that the future investment performance will give the same profits as or bigger than in the past.

  2. The agent of PT Commonwealth Life is professionally trained to provide financial planning suiting the Customer’s needs. However, in choosing the type of investment fund, the agent of PT Commonwealth Life does not give direction or recommends the Customer to select any certain investment fund or investment manager. In decision making, the Customers have to rely on their respective considerations and evaluation, without any coercion or direction by the agent of PT Commonwealth Life