Information
Mutual Fund is a forum to collect public funds that are managed and invested by investment managers in a portfolio of securities, securities or shares.
Money Market Mutual Funds
Underlying Asset :
1. Domestic Money Market Instruments, and/or Deposits
2. Debt securities, including:
a. Issued with a maturity period of no more than 1 year; and/or
b. Remaining time to maturity is no more than 1 year.
Example: Deposits, Bonds with a maturity period of no more than 1 year
Risk |
Return |
Tenor |
Low-Moderate
|
Average 3-4% pa
|
1 Year |
*)Based on the average one-year performance (Product IDR) from Infovesta source, it is processed.
Available Product:
- BRI Seruni Money Market II
- BRI Seruni Sharia Money Market
- BRI Gamasteps Money Market
- Bahana Liquid USD
- Trim Kas 2
- Schroder Liquid Fund
- Bahana Liquid Fund
Fixed Income Mutual Funds
Underlying Asset:
Minimum 80% investment in Debt Securities.
Examples: Government Bonds, Corporate Bonds, etc.
Risk |
Return |
Tenor |
Low-Moderate |
Average 7-8% pa |
2-3 Year |
*) Based on the average one-year performance (IDR products) from infovesta source, it was processed. Except for the new product Ganesha Abadi Class D.
Available Products:
- BRI Melati Main Income
- BRI Brawijaya Eternal Fixed Income
- Bahana Makara Prima
- Schroder USD Bond Fund
- Ashmore Nusantara Bond Fund
- Ashmore USD Nusantara Fund
- Manulife Indonesian Government Bond II Class A
- Manulife Monthly Income II
- Ganesha Bond Class D
- Trimegah Fixed Income Plan
Mixed Mutual Fund
Underlying Asset :
The investment policy of mixed mutual funds allows a maximum allocation of 79% for all instruments (equities, fixed income, and money market).
Risk |
Return |
Tenor |
Medium-High |
Average 8-9% pa |
3-5 Year |
*) Based on the average one-year performance (IDR Product) from Infovesta as the source, it is processed.
Available Products:
- BRI Anggrek Fleksibel
- BRI Syariah Berimbang
- BRI Balanced Regular Income Fund
- Schroder Combination Fund
- Schroder Dana Terpadu II
- Trim Combination 2
- Schroder Syariah Balanced Fund
- Manulife Mixed Fund II
Equity Mutual Funds
Underlying Asset:
Investment in Equity Securities at least 80%.
Risk |
Return |
Tenor |
High |
Average 10-13% pa |
> 5 Year |
Available Products:
- BRI MSCI Indonesia ESG Screened Kelas A
- BRI Mawar Consumer 10
- BRI Sharia Index
- BRI Mawar Focus 10
- BRI G20 Sharia Equity Fund Dollar
- Schroder Dana Prestasi
- Ashmore Progressive Nusantara Fund
- Schroder 90 Plus Equity Fund
- Bahana Dana Ekuitas Prima
- Trim Capital
- Manulife Dana Saham Kelas A
- Schroder Global Sharia Equity Fund
Reksa Dana Terproteksi
Definisi Produk
Reksa Dana Terproteksi adalah jenis Reksa Dana yang akan memproteksi 100% pokok investasi, investor pada saat jatuh tempo.
Reksa Dana ini memiliki jangka waktu investasi yang telah ditentukan sebelumnya oleh Manajer Investasi, namun dapat dicairkan sebelum jatuh tempo tanpa jaminan adanya proteksi akan pokok investasi.
Produk Reksa Dana Terproteksi
- BRI Proteksi 82
- Trimegah Terproteksi Prima 35
- Trimegah Terproteksi Lestari 21
- Trimegah Terproteksi Lestari 25
- Trimegah Terproteksi Lestari 23
- Trimegah Terproteksi Lestari 27
- BRI Proteksi 93
- Trimegah Terproteksi Lestari 29
- Trimegah Terproteksi Lestari 31
- BRI Proteksi 94
- BRI Proteksi 95
- BRI MI Proteksi 97
- BRI MI Proteksi 98
- BRI MI Proteksi 99
- BRI MI Proteksi 100
- BRI MI Proteksi 105