Mutual Funds are investment vehicles funded by investors’ pooled money to jointly invest together in stocks, bonds, money market instruments and other securitized assets. In Indonesia, the investment vehicle is called Reksadana and created by Collective Investment Contracts between the Investment Manager and Custodian Bank. To establish a mutual fund, both Investment Manager firm and Custodian Bank must hold a license issued by Otoritas Jasa Keuangan (OJK), an SRO who oversees and with the authority to regulate Indonesian capital markets.
There are multiple types of mutual funds:
Conventional Open-ended funds such as Equity Funds, Balanced Funds, Fixed Income Funds and Money Market Funds
Close-ended funds, or funds with maturity dates, such as Capital-Protected Funds
Special-purpose funds, such as Project-based Funds, Infrastructure Funds, REIT, Asset-backed Funds, Lifecycle Funds, etc.
Ekuator Swarna Investama seek to address our clients’ diverse investment needs and are ready to provide suitable investment solutions.