INVESTRA Link Investment Funds Options
Equity Funds
To benefit from available investment opening at the capital market through Equity Securities, Debt Securities, and Financial Market Instruments for medium-long terms. Assignment of weights to Securities will be adjusted on the basis of the most attractive sector for the next quarter, and can be readjusted in the following quarter with the objective of gaining an optimum return rate on investment.
Legend:
- Debt Securities (0%-20%)
- Shares (80%-100%)
- Money Market (0%-20%)
Equity Income Funds
To gain an optimum return rate in the long term by investing in Equity Securities. Choice of equity/share will be based on fundamental analysis emphasizing the quality of income, finance, liquidity in order to acquire an optimum return rate on investment in the long term.
Legend:
- Debt Securities (0%-18%)
- Shares (80%-98%)
- Money Market (2%-20%)
Equity Infrastructure Funds
To provide optimum investment yield for the investor through long term investment in Equity Securities related to the infrastructure theme
Legend:
- Debt Securities including
- Money Market (0%-20%)
- Shares (80%-100%)
Equity Dynamic Funds
To provide optimum return rate on investment gained from shares market growth in Indonesia in the long term with major investments in Equity Securities and minor investments in Money Market instruments
Legend:
- Money Market (£ 20%)
- Shares (³ 80%)
Money Market Plus Funds
To maintain capital value and high liquidity level by placing most of the investment portfolio in Money Market Instruments and placing the remainder in Debt Securities and Equity with the goal of increasing the return on investment level
Legend:
- Debt Securities (4%-30%)
- Shares (1%-5%)
- Money Market (65%-95%)
Bond Funds
To maintain and gain increase in Investment Value by actively investing in Fixed Income Securities available in Indonesia, either Government Bond, Corporate Bond, and Money Market Instrument
Legend:
- Money Market (0%-20%)
- Bond (80%-100%)
- Offshore Securities (0%-15%)
Balanced Funds
To gain investment value increase in long term by investing in the capital market and Fixed Income Securities in Indonesia emphasizing weight assignment flexibility over assets classes to maximize return rate on investment.
Legend:
- Shares (10%-80%)
- Money Market (20%-80%)
- Bond (10%-80%)
- Offshore Securities (0%-15%)
Balanced Progressive Funds
To gain optimum return rate by investing in Debt Securities, Money Market and Equity. Portfolio management will be dominated by an investment strategy selection adjusted to market conditions such as growth, income, sectors and/or other investment strategies, which eventually is aimed at raising the return rate in the three markets.
Legend:
- Shares (40%-98%)
- Debt Securities (0%-58%)
- Money Market (2%-60%)
Balanced Target Funds
Providing optimum return rate on investment for the investor through an active allocation strategy by various investment instruments in Equity Securities, Fixed Income Securities and Money Market Instruments, to achieve profit potential from the investment with limited loss risk.
Legend:
- Shares Securities (5%-75%)
- Debt Securities (5%-75%)
- Money Market (2%-90%)
Equity Sharia*
Providing optimum return rate through active placement in various Sharia instruments such as Equity Sharia Securities, Money Market Sharia Securities and other Sharia Securities in the medium and long terms.
Legend:
- Other Sharia Securities and/or Money Market Sharia (0%-20%)
- Sharia Shares (80%-100%)
Balanced Sharia*
Aimed at gaining optimum return rate on investment for the investor through an active allocation strategy in various Syariah instruments such as Equity Sharia Securities, Money Market Sharia Securities and other Sharia Securities, to achieve profit potential from investment with limited loss risk in the medium and long term.
Legend:
- Other Sharia Securities (5%-75%)
- Money Market (5%-75%)
- Sharia Shares (5%-75%)
* An Investment Funds option with INVESTRA Link, under which the Investment Funds is managed on the basis of sharia principles by an Investment Manager with license to manage Funds in conformity with sharia principles. The insurance product of INVESTRA Link itself is not an insurance product under the Sharia principles.
Investment Manager
PT First State Investments Indonesia (FSII)
PT BNP Paribas Investment Partners
PT Schroders Investment Management Indonesia
Custodian Bank
Deutsche Bank