Discretionary Fund
Specially crafted investment solutions.
51+
Active Discretionary Funds
22+ T
Assets Under Management (IDR)
All figures as of August 2024 for Discretionary Funds only
A PERSONALIZED INVESTMENT SOLUTION
Bespoke portfolio management for investors seeking individualized investment solutions
We provide a diversified blend of investment strategies for investors looking for a personalized investment portfolio based on their financial goals, risk tolerance, and investment horizon. The portfolio for the benefit of investors is based on bilateral and individual fund management agreements, which are prepared under regulations of the Financial Services Authority regulations (OJK). Investors can vary from individuals or legal entities established in Indonesia
Reason To Invest
Tailor Made
Flexible, specific and tailor made portfolio management to meet the needs of one investor
Secure
Safe, due to securities storage managed by the Custodian Bank
Exclusive
Routine portfolio performance explanations to investors in accordance with current market conditions
Transparent
Transparent, access to monitor portfolio contents and portfolio transactions
The process — Fund Mechanism.
Agreed a portfolio management contract with Investment Manager
Select the Custodian Bank that will administer the securities
Agree on a three-party agreement between investors, Investment Manager and Custodian Bank
Monitoring portfolio