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.

Head 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.

Economic 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," said Praska.

On 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

source: Infovesta Utama

( - Thursday, March 7, 2013)

IDX Market Summary
LPPS Market Summary
Performance Charts
Performance Tables
Date Funds NAV
01-Sep-15 Lippo Dana Prima 1,204.23
Return (%)
1 day 1 month 1 year 3 years
-0.15 -5.18 -9.3918.82
Rating Infovesta +

Date Funds NAV
01-Sep-15 Lippo Terproteksi I 1,032.19
Return (%)
1 day 1 month 1 year 3 years
0.04 0.33 0.00 -

Date Funds NAV
01-Sep-15 Lippo Terproteksi II 999.32
Return (%)
1 day 1 month 1 year 3 years
0.21 -2.05 - -

Date Funds NAV
01-Sep-15 Lippo Equity Plus
Return (%)
1 day 1 month 1 year 3 years
0.01 0.33 - -
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