Simas Saham Maksima
Simas Saham Maksima is an equity mutual fund that invests in shares of companies listed on the Indonesian stock exchange, specifically in the IDX30 index. This mutual fund is managed by an investment manager with the implementation of an index-enhancing strategy. In addition, to reduce diversification risk, this mutual fund invests a small portion of the funds in debt securities and/or money market instruments.
Implementing an Index-Enhancing Strategy
The fund implements an index-enhancing strategy where 75-85% of the funds are invested in stocks from the IDX30 benchmark and the remaining is invested with active management to obtain better long-term investment results.
Focus on investing in big cap companies
Focus on investing in stocks with large market capitalization or big caps that have a strong track record and a moderate level of volatility. Historically, when the market rises, more foreign funds flow into big-cap stocks.
Implementing AI in Investment Strategy
The application of Artificial Intelligence (AI) to identify potentially good stocks has a positive impact in helping investment managers make more accurate and effective investment decisions.
Diversified Stock Allocation
The IDX30 index includes stocks from various industries and sectors which allows for automatic diversified asset allocation across different sectors and risks associated with each sectoral performance can be reduced.
| 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 3.00% net p.a | |||||||||
| h. | Custody Fee | : | Maximum 0.20% net p.a | |||||||||
| i. | Holding Fund | : | Rp. 100.000 | |||||||||
| j. | 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.