INSIGHT WEALTH (I-WEALTH)
Currency
IDR
Total AUM
52.85B
NAV
867.625
1Y Return
-14.55%
- 1M
- 3M
- 6M
- 1Y
- 5Y
- 10Y
Profile
REKSA DANA INSIGHT WEALTH (I-WEALTH) (selanjutnya disebut “INSIGHT WEALTH (I-WEALTH)”) bertujuan memberikan hasil investasi yang optimal melalui invetasi pada Efek bersifat ekuitas dan dapat berinvestasi pada Efek bersifat utang atau instrumen pasar uang dengan tetap memperhatikan ketentuan pada kebijakan investasi, serta memberikan kesempatan kepada Pemegang Unit Penyertaan untuk berkontribusi dalam menunjang Kegiatan Sosial Kemanusiaan dan/atau Sosial Keagamaan.
Performance
1 Day
-1.05%
1 Week
-2.04%
MTD
-2.91%
1 Month
-2.53%
3 Month
-4.13%
YTD
-4.44%
1 Year
-14.55%
3 Year
-20.03%
5 Year
-7.96%
10 Year
0.6%
Top Holding
Name | Value |
---|---|
Kalbe Farma Tbk. | 4.04% |
Indofood CBP Sukses Makmur Tbk. | 4.01% |
Charoen Pokphand Indonesia Tbk | 4.41% |
Telkom Indonesia (Persero) Tbk. | 7.7% |
Bank Rakyat Indonesia (Persero) Tbk. | 7.36% |
Bank Negara Indonesia (Persero) Tbk. | 4.42% |
Bank Mandiri (Persero) Tbk. | 6.86% |
Bank Central Asia Tbk. | 8.5% |
Astra International Tbk. | 6.67% |
OKI PULP & PAPER MILLS, PT (OPPM01BGNCN1) | 4.79% |
Asset Allocation
Efek Utang 4.79%
Pasar Uang 3.25%
Efek Saham 91.96%
Product Detail
Fund Type
Saham
Risk Profile
Expense Ratio
3.34%
Founded At
13 Oct 2014
Min. Subscribtion
NaN
Min. Redemption
NaN
Bank Custodian
Bank Holding
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