Actively Managed Portfolio

Portfolios that stay resilient through market volatility

We build and periodically adjust your reksa dana portfolio allocation, so you don't need to time the market.

Managing your portfolio in Indonesia’s market can be overwhelming

Building and maintaining a portfolio isn’t just choosing a fund and hoping for the best - especially in a market like Indonesia, where foreign flows can change how each asset performs. Each asset class behaves differently and reacts to its own set of signals.

We monitor the metrics that matter across cash, bonds, and equities, then apply human insight to turn those signals into smarter portfolio decisions.

Keeping your portfolio healthy involves watching a wide range of signals. We handle the heavy lifting for you.

We monitor the metrics that matter across cash, bonds, and equities, then apply human insight to turn those signals into smarter portfolio decisions.

Keeping your portfolio healthy involves watching a wide range of signals. We handle the heavy lifting for you.

With us, your investment is actively managed on two levels

You want your long-term journey to feel smoother and more reassuring.

Managing money isn’t just about what’s inside each fund. It’s also about how all your funds work together.
We actively manage both layers to help reduce volatility over time, giving you a steadier path toward your goals.

You want your long-term journey to feel smoother and more reassuring.

Managing money isn’t just about what’s inside each fund. It’s also about how all your funds work together. We actively manage both layers to help reduce volatility over time, giving you a steadier path toward your goals.

You want your long-term journey feels smoother and more reassuring.

Managing money isn’t just about what’s inside each fund. It’s also about how all your funds work together. We actively manage both layers to help reduce volatility over time, giving you a steadier path toward your goals.

Monthly Portfolio Allocation Adjustments

We actively adjust your portfolio allocation every month to ensure it stays aligned with evolving market opportunities while supporting long-term growth. Guided by quantitative models and disciplined professional judgment, our investment team focuses on meaningful market signals so you can avoid noise and short-term market reactions.

Monthly Portfolio Allocation Adjustments

Monthly Portfolio Allocation Adjustments

Reksa Dana as Underlying Assets

Your portfolio is built using Simpan Reksa Dana products across Equities, Bonds, and Cash. Each fund is actively managed and designed to complement one another, ensuring your portfolio remains optimized to capture opportunities while staying resilient through market volatility.

Reksa Dana as Underlying Assets

Reksa Dana as Underlying Assets

Keeping your portfolio healthy involves watching a wide range of signals. We handle the heavy lifting for you We monitor the metrics that matter across cash, bonds, and equities, then apply human insight to turn those signals into smarter portfolio decisions.

What you gain from an Actively Managed Portfolio

Take advantage of equity upside without monitoring market daily

If you want growth from the stock market, but don’t have the time to monitor market 24/7 and make confident decisions.

Let us seize the best opportunities for you.

Keep your investments resilient, no matter the economic condition

AMP is designed to protect your investment from market shock and short-term market noise, so your money spends less time recovering from drawdowns.

Skip costly mistakes. Market is volatile, conflicting advices are noisy.

Timing errors are expensive. Our team translates market volatility into opportunities for you. You no longer have to second-guess your decisions.

Why an Actively Managed Portfolio matters

This chart shows the long-term difference return if you were to invest in a portfolio consisting of Reksa Dana Funds:
25% Cash Fund, 25% Bond Fund, 50% Equity Fund (25/25/50 allocation)

This chart shows the long-term difference return if you were to invest in a portfolio consisting of Reksa Dana Funds:25% Cash Fund, 25% Bond Fund, 50% Equity Fund (25/25/50 allocation)

Simulation of our backtesting

If you start investing with IDR 100 mio in Jan 2015

Actively Managed Portfolio

Static Allocation Portfolio

Actively Managed Portfolio

Static Allocation Portfolio

Key takeaways

Actively Managed Portfolio falls less during stress periods

This example shows how much a static 25/25/50 portfolio could have dropped during the COVID-19 market downturn compared to an actively managed allocation.

Higher potential returns through smoother compounding

By reducing drawdowns, the portfolio recovers faster, resulting in potentially around 2% higher long-term returns compared to a static allocation

*) This is based on our backtesting results

Prefer to read details for yourself?

Read our blog

Hear it directly from our investment team

What Actively Managed Portfolio is, and why it works for you.

Hear it directly from our investment team

See how it works in our app

Pick a portfolio based on your risk comfort

Choose portfolio based on your comfort with equity exposure and your timeline

We’ll monitor and rebalance your portfolio

We rebalance your portfolio on a periodic basis, when deemed necessary and tell you the rationale

Stay informed and guided on your portfolio

History of our previous rebalancing moves is accessible to you

Choose a portfolio that suits your risk level

Choose a portfolio that suits
your risk level

For you who prefers no exposure to equity fund, start with AMP Core

AMP Core

Low to moderate risk

For medium term (1-3 years)

Current Composition

Simpan Cash Fund

Cash Fund

40%

Simpan Bond Fund

Bond Fund

60%

Performance

as of 26 January 2026

Returns (1Y)

6.73%

Max Drawdown (1Y)

-0.48%

Benchmark

50% - Simpan Cash Fund

50% - Simpan Bond Fund

Fees

Management Fees

0.50% - 2.00%

Minimum Investment

Rp 5.000.000

AMP Focused

Moderate to high risk

For long term (>3 years)

Current Composition

Simpan Cash Fund

Cash Fund

44.25%

Simpan Bond Fund

Bond Fund

44.25%

Simpan Sustainable Equity Fund

Sustainable Equity Fund

11.5%

Performance

as of 26 January 2026

Returns (1Y)

8.69%

Max Drawdown (1Y)

-1.00%

Benchmark

43.75% - Simpan Cash Fund

43.75% - Simpan Bond Fund

12.5% - Simpan Sustainable Equity Fund

Fees

Management Fees

0.50% - 2.00%

Minimum Investment

Rp 5.000.000

AMP Enhanced

Moderate to high risk

For long term (>3 years)

Composition

Simpan Cash Fund

Cash Fund

38.5%

Simpan Bond Fund

Bond Fund

38.5%

Simpan Sustainable Equity Fund

Sustainable Equity Fund

23%

Performance

as of 26 January 2026

Returns (1Y)

10.69%

Max Drawdown

-1.81%

Benchmark

37.5% - Simpan Cash Fund

37.5% - Simpan Bond Fund

25% - Simpan Sustainable Equity Fund

Fees

Management Fees

0.50% - 2.00%

Minimum Investment

Rp 5.000.000

AMP Progressive

High risk

For long term (>3 years)

Composition

Simpan Cash Fund

Cash Fund

32.75%

Simpan Bond Fund

Bond Fund

32.75%

Simpan Sustainable Equity Fund

Sustainable Equity Fund

34.5%

Performance

as of 26 January 2026

Returns (1Y)

12.67%

Max Drawdown

-2.90%

Benchmark

31.25% - Simpan Cash Fund

31.25% - Simpan Bond Fund

37.5% - Simpan Sustainable Equity Fund

Fees

Management Fees

0.50% - 2.00%

Minimum Investment

Rp 5.000.000

AMP Ultra Growth

High risk

For long term (>3 years)

Composition

Simpan Cash Fund

Cash Fund

27%

Simpan Sustainable Equity Fund

Bond Fund

27%

Simpan Sustainable Equity Fund

Sustainable Equity Fund

46%

Performance

as of 26 January 2026

Returns (1Y)

14.65%

Max Drawdown

-3.90%

Benchmark

25% - Simpan Cash Fund

25% - Simpan Bond Fund

50% - Simpan Sustainable Equity Fund

Fees

Management Fees

0.50% - 2.00%

Minimum Investment

Rp 5.000.000

Read the Terms and Conditions of our Actively Managed Portfolios

Stop chasing,
start compounding

Grow your wealth confidently. No second-guessing, stay invested confidently.

Stop chasing,
start compounding

Grow your wealth confidently. No second-guessing, stay invested confidently.

Stop chasing,
start compounding

Grow your wealth confidently. No second-guessing, stay invested confidently.

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