Indeks Simas Sri Kehati
The Indeks Simas Sri-Kehati is an Index Mutual Fund with an investment strategy of replicating the composition of the Sri-Kehati Index. The main focus of the Indeks Simas Sri-Kehati Mutual Fund is maintaining a clear emphasis on sustainable growth while carrying out the mission of environmental conservation. The Sri-Kehati Index consists of 25 stocks that meet the Sustainable Responsible Investment (SRI) criteria, prioritizing sustainable principles, good governance, and caring for the environment.
Selection of Sri-Kehati Index Based on Superior Performance
Historically this index has shown better performance compared to several main indices such as the Jakarta Composite Index (JCI), LQ45, and IDX30.
Participation in Sustainability Initiatives
This index consists of 25 stocks that meet Sustainable Responsible Investment (SRI) criteria, supporting sustainability, environmental awareness, and good corporate governance practices.
Continue to Provide Profits in Running Business Operations
Apart from meeting ESG criteria, the 25 companies included in the Sri-Kehati index also maintain profitability as reflected in the dividend yield of 3.67% or above the JCI dividend yield.
Companies with the Best Reputation
Companies in this index that meet the SRI criteria tend to have a better reputation which can reduce potential long-term investment risks and provide certainty for investors.
| a. | Initial Investment | : | Rp. 100.000 | |||||||||
| b. | Minimum Investment | : | Rp. 100.000 | |||||||||
| c. | Minimum Redemption | : | Rp. 100.000 | |||||||||
| d. | Subscription Fee | : | Maximum 1,50% | |||||||||
| e. | Redemption Fee | : | Maximum 1,50% | |||||||||
| f. | Switching Fee | : | Maximum 1,50% | |||||||||
| g. | MI Fee | : | Maximum 1.000% net p.a | |||||||||
| h. | Custody Fee | : | Maximum 0.20% net p.a | |||||||||
| g. | Holding Fund | : | Rp. 100.000 | |||||||||
| h. | Portfolio Composition | : |
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DISCLAIMER: Investing in mutual funds involves risks. Prospective investors are required to read and understand the prospectus before deciding to invest in mutual funds. Past performance does not reflect future performance. This material is published by PT Sinarmas Asset Management. PT Sinarmas Asset Management is supervised by the Financial Services Authority (OJK).
The opinions of PT Sinarmas Asset Management are obtained from sources deemed reliable, but PT Sinarmas Asset Management and its affiliates cannot guarantee the accuracy and completeness of the information. PT Sinarmas Asset Management, along with its employees and affiliates, expressly disclaims any and all responsibility for any representation or warranty, express or implied herein, or any negligence from or for any loss resulting from the use of this material or its content or otherwise. The opinions expressed in this material are our current views and are subject to change without notice.