REKSA DANA

REKSA DANA

REKSA DANA

Managed by
human experts, for you.

Our team actively monitors the market to seize opportunities for you, aiming to grow your investment in line with your goals.

What is Reksa Dana?

Reksa Dana (mutual fund) pools money from many investors to purchase a diversified portfolio of stocks, bonds, or other securities. It offers access to professionally managed, high-quality portfolios at a low cost.

Browse our offerings

CONVENTIONAL

CONVENTIONAL

CONVENTIONAL

Cash Fund

Cash Fund

Earn more on your cash with our Simpan Cash Fund. It offers attractive yields and liquidity. We invest your money across bank deposits and quality short-term bonds.

NAV

1,108.73

As of 28 May 2025

Past Returns (1Y)

4.58%

As of 28 May 2025

Benchmark

100% 3 Month Deposit Rate

Bond Fund

Bond Fund

Earn steady returns above inflation through Bond Fund. We invest in a mix of Indonesian government bonds for lower risk and easy access to higher yields.

NAV

1,049.93

As of 28 May 2025

Past Returns (1Y)

4.96%

As of 28 May 2025

Benchmark

100% INDOBeX Total Return Index (Net Tax)

Balanced Fund

Balanced Fund

Access to an all-weather strategy, investing in a mix of stocks and bonds for medium to long-term goals. We invest in blue-chip stocks and attractive-yielding bonds.

NAV

1,035.20

As of 28 May 2025

Past Returns (1Y)

3.46%

As of 28 May 2025

Benchmark

65% INDOBeX Total Return Index (Net Tax), 35% IHSG (Indeks Harga Saham Gabungan)

Sustainable Equity Fund

Sustainable Equity Fund

Access to a differentiated equity strategy for longer term goals. We focus on ESG-compliant stocks, using a custom benchmark we built with MSCI for better returns.

NAV

938.94

As of 28 May 2025

Past Returns (1Y)

-

As of 28 May 2025

Benchmark

MSCI Indonesia IMI Value Weighted Ex Controversial Weapons Custom 10% Capped Index

SYARIAH

SYARIAH

SYARIAH

Cash Syariah Fund

Cash Syariah Fund

Earn more on your cash with our Simpan Cash Fund. It offers attractive yields and liquidity. We invest your money across bank deposits and quality short-term bonds.

NAV

1,031.50

As of 28 May 2025

Past Returns (1Y)

-

As of 28 May 2025

Benchmark

100% 1 Month Deposit Rate

Amanah Syariah Fund

Amanah Syariah Fund

Earn steady returns above inflation through Bond Fund. We invest in a mix of Indonesian government bonds for lower risk and easy access to higher yields.

NAV

807.24

As of 28 May 2025

Past Returns (1Y)

0.28%

As of 28 May 2025

Benchmark

80% IGSIX Sukuk Index (Net Tax),
20% ISSI (Indeks Saham Syariah Indonesia)

HOW WE INVEST

HOW WE INVEST

Our investment philosophy

Without clarity and guidance, your financial goals stay out of reach and will never get realized.

ORGANIZATIONAL ALPHA

Outperformance built on process—not personalities. Disciplined, team-based investing that drives consistent results.

FUNDAMENTAL RESEARCH CAPABILITIES

Active security selection powered by deep research, real-time insights, and on-the-ground expertise in Indonesia’s markets.

MULTI ASSET EXPERTISE

Client-centric portfolios across asset classes, designed for strong risk-adjusted returns—not short-term trends.

PROPRIETARY BACK OFFICE

Simpan Technology delivers sharper insights with transparent reporting, robust risk controls, and data-led decisions.

HOW WE INVEST

Our investment philosophy

Without clarity and guidance, your financial goals stay out of reach and will never get realized.

ORGANIZATIONAL ALPHA

Outperformance built on process—not personalities. Disciplined, team-based investing that drives consistent results.

FUNDAMENTAL RESEARCH CAPABILITIES

Active security selection powered by deep research, real-time insights, and on-the-ground expertise in Indonesia’s markets.

MULTI ASSET EXPERTISE

Client-centric portfolios across asset classes, designed for strong risk-adjusted returns—not short-term trends.

PROPRIETARY BACK OFFICE

Simpan Technology delivers sharper insights with transparent reporting, robust risk controls, and data-led decisions.

Looking for personalized solutions?

We help you tailor portfolios through our Discretionary Portfolios (KPD) to meet your unique needs across private and public markets, in IDR and USD.