Mutual Fund Shares Scored The Highest Return
Thursday, 07 Mar 2013
This figure is higher than the average return other types of mutual funds. Mixed mutual funds, for example, only recorded an average return or Infovesta Balanced Index Fund 6.82% in the same period. Likewise, the average return of fixed-income funds or Infovesta Fixed Income Fund Index by 0.84%.
In this period, the two mutual funds owned by PT Pratama Capital Assets Management occupies the top three. Mutual Fund Pratama Saham superior to the 24.85% return for investors. While Pratama Equity in second place with 23.97% return achieved.
Mutual funds HPAM Ultima 1 of PT Henan Putihrai Asset Management ranks third in mutual fund shares by a two-month return. These instruments have a policy of rotating the investment portfolio between 80% to 100% in equity securities. These products put a maximum of 20% in debt securities and up to 20% in money market instruments.
of Asset Management Investment Henan Putihrai Finny Fauzana said,
brilliant instrument supported by the increasing PT Pakuwon Jati Tbk (PWON), which became the basis of mutual fund assets. "The
rise in stocks since the end of the year Pakuwon which reached 40%
greatly contributed to the performance of mutual fund shares HPAM Ultima
1," said Finny to KONTAN, Wednesday (7/3).
For this product, Henan play strategy funds in shares of the second-or second liner. One sector that is the target of Henan Putihrai property sector stocks.
Finny said that, until now it has no plans to change that strategy. "Despite the rise in inflation in February, we do not consider it necessary to change the strategy," said Finny.
Analyst Infovesta Utama Praska Putrantyo say, the performance of equity funds
during this period is affected by the performance of the domestic stock
market are positive. Stock price index (CSPI) since the end of 2012 until the end of February 2013 has grown 11.10%.
According Praska, various positive news since the beginning of the year lifted the stock market. Of
global, he said, the passage of the U.S. fiscal cliff and liquidity
effects due to monetary easing from central banks such as the United
States (U.S.) and Japan's positive impact on the domestic stock market.
data from major countries such as the U.S. and China manufacturing
index, purchasing managers index also indicates the economy is still in a
phase of expansion. "In
addition, the publication release fourth quarter 2012 financial
statements are fairly solid in the U.S. also have a positive impact,"
the domestic front, continued Praska, swift flow of funds of foreign
investors into the stock market to penetrate Rp 16 trillion joined
sustain the performance of the stock. In addition, the stock market also go up due to performance-based stock sector domestic demand and large cap stocks. "As the performance of the banking and property reaches above 20% through the end of 2012 until February," said Praska.
Praska estimates, the average stock mutual fund yields could reach 12% to 15% during the year 2013.
Performance of Mutual Fund Shares
No. Product YTD February 2013
1 Pratama Saham 24.85%
2 Pratama Equity 23.97%
3 HPAM Ultima Ekuitas 1 20.89%
4 Dana Pratama Ekuitas 19.39%
5 Simas Danamas Saham 18.32%
6 Sam Indonesian Equity Fund 17.06%
7 Sucorinvest Equity Fund 16.82%
8 Millennium Equity 16.56%
9 Emco Growth Fund 15.20%
10 Panin Dana Maksima 14.73%
Infovesta Equity Fund Index 10.58%
source: Infovesta Utama
(www.kontan.co.id - Thursday, March 7, 2013)