Asset Management

Asset Management



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Saturday, 2 August 2014 13:31

Cipta Balance


STABLE BEST CHOICE PORTFOLIO

An optimal combination of stocks and bonds to deliver a competitive investment yield, the Balance fund is the solution for investors who want an investment strategy that combines high-risk aggressive investment, with minimal-risk conservative investment, yet provides an adequate and stable rate of return. This type of mutual fund is aimed at investors with a medium-risk profile.

Investment Objective

To provide an optimal long-term growth rate through diversification of investment in equity securities, debt securities and money market securities.

Investment Policy *

Security Types Minimum % Maximum%
Equity Securities 5% 75%
Debt Securities 5% 75%  
Money Market Securities 5% 75%

 

Information on Investment and Fees *

Minimum Initial Amount
Minimum Top Up Amount Subscription Fee
Redemption Fee

IDR 100,000.-

IDR 100,000.-

Max. 2%
<6months  >6months
1%

 0%


Remark:
* For detailed information, please refer to the prospectus

Sectoral Asset Allocation

Performance Graphics

Performance and Benchmarks