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.
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.
Investment Policy
| Equity | 80% - 95% |
| Money market instruments | 0% - 20% |
Performance Chart
Document
Selling Agent Partners
Bank
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- Batavia Dana Kas Maxima
- Batavia Dana Obligasi Ultima
- Batavia USD Balanced Asia
- Batavia Dana Saham
- Batavia Dana Saham Optimal
- Batavia Global ESG Sharia Equity USD
- Batavia China Sharia Equity USD
- Batavia Technology Sharia Equity USD
- Batavia USD Bond Fund
- Batavia India Sharia Equity USD
- Batavia Index IDX-Pefindo Prime Bank
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- Batavia Dana Kas Maxima
- Batavia Dana Obligasi Ultima
- Batavia USD Balanced Asia
- Batavia Dana Saham
- Batavia Dana Saham Optimal
- Batavia Dana Likuid
- Batavia Saham ESG Impact
- Batavia Global ESG Sharia Equity USD
- Batavia China Sharia Equity USD
- Batavia Technology Sharia Equity USD
- Batavia Index PEFINDO i-Grade
Fintech
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- Batavia Dana Kas Maxima
- Batavia Dana Obligasi Ultima
- Batavia Dana Dinamis
- Batavia Dana Saham
- Batavia Dana Saham Optimal
- Batavia Dana Saham Syariah
- Batavia Dana Likuid
- Batavia Saham ESG Impact
- Batavia Obligasi Negara Indonesia
- Batavia Disruptive Equity
- Batavia Technology Sharia Equity USD
- Batavia USD Bond Fund
- Batavia Index PEFINDO i-Grade
- Batavia India Sharia Equity USD
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- Batavia Dana Kas Maxima
- Batavia Dana Obligasi Ultima
- Batavia Dana Dinamis
- Batavia Dana Saham
- Batavia Dana Saham Optimal
- Batavia Dana Saham Syariah
- Batavia Dana Likuid
- Batavia Global ESG Sharia Equity USD
- Batavia Dana Kas Syariah Kelas A
- Batavia Disruptive Equity
- Batavia Technology Sharia Equity USD
- Batavia USD Bond Fund