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Simas Saham Unggulan

Simas Saham Unggulan is an equity mutual fund where the portfolio invests in stocks constituent in the Jakarta Composite Index (JCI). JCI is the main stock market index in Indonesia, which reflects the share price performance of companies listed on the Indonesia Stock Exchange. This mutual fund is aimed to achieve a return that exceeds the JCI performance.

WHY BUY SIMAS SAHAM UNGGULAN?

Focuses on stocks with a high-profit growth (Growth Stock) in the Indonesian stock market, which can provide significant profits in line with economic growth.

Apart from investing in growth stocks, investment managers also look for opportunities in stocks that are attractive in terms of valuation, sector rotation, and momentum. Alpha stocks are those whose return potential is higher than the market.

The Investment Manager is always disciplined and proactive in managing risk to reduce volatility and reduce the potential for a decline in investment value by diversifying, asset allocation, and anticipating market developments.

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.

INVESTMENT POLICY
a.Initial Investment:Rp. 100.000
b.Subsequence Investment:Rp. 100.000
c.Minimum Redemption:Rp. 100.000
d.Subscription Fee:Maximum 2,00%
e.Redemption Fee:Maximum 1,50%
f.Investment Manager Fee:Maximum 4.00% net p.a
g.Custodian Bank Fee:Maximum 0.25% net p.a
h.Ownership Minimum Limit:Rp. 100.000
i.Portfolio Composition:
TYPE OF SECURITIESMINMAX
Equity Stock80%98%
Liability Stock, Collateral Stock, Money Market Instrument and or Deposit
2%20%

Product Info Documents

Your Investment

Prospectus

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Factsheet

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Fund Card

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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.