HPAM Smart Beta Ekuitas
Currency
IDR
Total AUM
1.22T
NAV
1,694.225
1Y Return
-3.13%
- 1M
- 3M
- 6M
- 1Y
- 5Y
- 10Y
Profile
To achieve a long term capital growth by employing a systematic and versatile investment methodology based on multi-factor approach. The fund primarily invests in Indonesia’s most liquid stocks and dynamically adapts to changing market environment by adjusting factor exposures and equity allocation. - Monthly Periodic Rebalancing - Dynamic Tactical Equity Allocation - Efficient Portfolio Management Strategy
Performance
1 Day
0.04%
1 Week
-3.5%
MTD
-0.98%
1 Month
-2.88%
3 Month
12.79%
YTD
8.23%
1 Year
-3.13%
3 Year
19.38%
5 Year
72.31%
10 Year
0%
Top Holding
Name | Value |
|---|---|
| Sumber Alfaria Trijaya Tbk. | 6.5% |
| Chandra Asri Pacific Tbk. | 5.4% |
| Surya Semesta Internusa Tbk. | 8.9% |
| Medikaloka Hermina Tbk. | 4.8% |
| Barito Renewables Energy Tbk. | 8.4% |
| Bank Mandiri (Persero) Tbk. | 5.9% |
| Saratoga Investama Sedaya Tbk. | 9.6% |
| Bank Central Asia Tbk. | 7.7% |
| Barito Pacific Tbk. | 10.2% |
| TD - BANK BUKOPIN | 4.9% |
Asset Allocation
Time Deposit 12%
Equity 87%
Cash & Cash Eq 1%
Product Detail
Fund Type
Saham
Risk Profile
Expense Ratio
3.71%
Founded At
09 Aug 2017
Min. Subscribtion
NaN
Min. Redemption
NaN
Bank Custodian
Bank Holding
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