Definition

An all-cap open-ended equity mutual fund which focuses on investing in selected medium to small cap stocks. This fund invests minimum 80% and maximum 95% in equity securities; and minimum 0% and maximum 20% in money market instruments having maturity date of not more than 1 year and/or remaining maturity date not more than 1 year issued under governing laws and regulation of the Republic of Indonesia.

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Investment Objective

Batavia Dana Saham Optimal aims to achieve optimal capital gains in the long term primarily through investments in medium and small-cap equities listed in the Indonesian Stock Exchange (IDX). A small portion of the fund will be invested in money market instruments and/or other liquid financial instruments to provide liquidity for investors. 

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Investment Policy

Equity 80% - 95%
Money market instruments 0% - 20%

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Performance Chart

Selling Agent Partners

Bank

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The information provided has been obtained and compiled from Batavia reliable and trustworthy sources; however, BPAM does not guarantee the accuracy, validity, or completeness of the data presented. Investments in mutual funds carry risks; therefore, past performance is not a guarantee nor an indication of future performance. Prospective investors must read the prospectus prior to making any investment decision.