Mutual Fund

Easier way to grow your money by using pool of fund managed by reputable fund managers

Mutual Fund is a pool of money invested in stocks, bonds and/or money market instruments managed by independent professional fund managers in order to maximize return and diversify risks for investors.

 

 

BENEFITS


Professional fund managers
A team of experts from our approved Fund Managers will take good care of your investment. They will focus on the market condition/performance and make investment decisions on your behalf.


Enjoy Tax Advantage
Returns from Indonesian Mutual Funds are not taxable.


Enjoy High Liquidity
You can redeem some or all of your investments at any Bourse Day, subject to redemption fees (if any).


Choice of Subcription Method
BTPN offer two types of subscription method : Lump Sum Investment or Reguler Investment Plan


Low initial investment
The minimum investment amount starts at only IDR 100k.


RISKS
Key risks in Mutual Funds are (but not limited to): market, default, re-investment, liquidity and return risks. Mutual Funds spread overall investment risks by having range of stocks and/or bonds. There is range of funds to choose from to match your personal risk appetite.


RANGE OF PRODUCTS OFFERED
 

Money Market Fund (RD Pasar Uang)
Mandiri Investa Pasar Uang

Ashmore Dana Pasar Uang Nusantara

 

Fixed Income Fund (RD Pendapatan Tetap)
Mandiri Investa Dana Obligasi Seri 2 

​Schroders Dana Mantap Plus II

Schroders Income Fund

Ashmore Dana Obligasi Nusantara

 

Balance Fund (RD Campuran)

Schroders Dana Terpadu II

Schroders Dana Kombinasi

Schroders Dynamic Balance Fund

 

Equity Fund (Reksa Dana Saham)
Mandiri Investa Atraktif 

Mandiri Investa Equity ASEAN 5 Plus

Schroders Dana Prestasi Plus

Schroders 90 Plus Equity Fund

Ashmore Dana Ekuitas Nusantara

Ashmore Dana Progresif Nusantara

Mandiri Global Sharia Equity Dollar (USD)

Schroder Global Sharia Equity Fund (USD)


Disclaimer
 

Mutual Fund are investment and NOT a bank deposits or obligations or guaranteed by BTPN or any of its affiliates or subsidiaries and not under the Government of Indonesia Blanket Guarantee Programme.

Mutual Fund are managed by the Invesment Manager subject to investment risks, including the loss of the principal amount invested.

Past performance is not indicative of future result, price can go up or down. Investors investing in Mutual Fund denominated in non-local currency should be aware of the risk exchange rate fluctuations that may cause a loss of principal when convert it back to Rupiah.

Mutual Fund are not available to US person. Prospective investors shall read and understand product information prior to subscription.

Regarding to mutual funds sold in BTPN, BTPN act and behalf as a Selling Agent (APERD) and its employee act and behalf as a Selling Agent Representative (WAPERD) which are registered and supervised by Financial Services Authority (OJK).

 

 

Five easy steps to start investing in Mutual Funds

 

  1. Complete Investment Account Opening Form and the Risk Profile Questionnaire by visiting our selected branch.
  2. Review and choose funds that suit your risk profile and preferred market exposure.
  3. Choose the subscription method : Lump Sum Investment or Reguler Investment Plan
  4. Subscribe to your selected fund at our branch.
  5. Review and rebalance your portfolio regularly.

 

Terms and Condition

 

  1. Customer must have BTPN saving account before opening Investment Account
  2. Only available for single investor

 

Branch Location

 

  1. PANGLIMA POLIM
  2. KELAPA GADING
  3. PURI KENCANA
  4. PLUIT
  5. PONDOK INDAH
  6. SUNTER
  7. GAJAH MADA
  8. IDX BUILDING
  9. PIK
  10. WISMA 46
  11. BOGOR
  12. MANGGA DUA
  13. TAMAN PALEM
  14. ROXY MAS
  15. TANAH ABANG
  16. CENTRAL PARK
  17. MUARA KARANG
  18. BSD
  19. GADING SERPONG
  20. DAAN MOGOT BARU
  21. CEMPAKA MAS
  22. BEKASI
  23. KALIMALANG
  24. PERMATA HIJAU
  25. INTERCON
  26. TEBET
  27. MENARA BTPN
  28. ITC FATMAWATI
  29. KEBON JERUK PERJUANGAN
  30. MEDAN BARU
  31. MEDAN ASIA
  32. BANDUNG LENGKONG
  33. DAGO
  34. PASIR KALIKI
  35. SUKAJADI
  36. TASIKMALAYA
  37. SUKABUMI
  38. SEMARANG MT HARYONO
  39. SEMARANG PANDANARAN
  40. YOGYAKARTA
  41. MADIUN
  42. BANJARMASIN
  43. MALANG
  44. BROMO MALANG
  45. KEDIRI
  46. BLITAR
  47. KERTAJAYA
  48. DARMO
  49. BUKIT DARMO GOLF
  50. PASAR ATOM
  51. MANYAR
  52. JEMUR ANDAYANI
  53. MAYJEND SUNGKONO
  54. KEDUNGDORO

Significant Impact

Our empowerment program is an integrated element to our business model. We will always try to create opportunities for all BTPN customers to grow and make a more meaningful life through our products and activities.

Wignyo Rahadi

BTPN Sinaya Customer

“I started my tenun (traditional woven cloth) business in 1997. After three years, I began offering training and work opportunities for local communities in Sukabumi, West Java, in Bengkel Tenun workshop. My empowerment project has helped locals who have received trainings to improve their life. Many of them have even started out their own business and also train others to grow and develop together.”  

Cecep Solihin

BTPN Bogor Customer

“My business has grown significantly after three years of becoming a BTPN customer. Especially with the trainings I received from BTPN, now I understand about bookkeeping and business management. There, I also learnt about online business.”

Joice Handoko

BTPN Sinaya Customer

“As a BTPN customer, I feel compelled to share with and empower others. In every occasion, I always encourage other customers who run businesses to introduce online marketing. I’m so glad to contribute by providing training for micro and small business owners on how to use the internet to sell their products online.”