Build your own portfolio
Build your own portfolio
Build your own portfolio
We'll guide you along the way
We'll guide you along the way
We'll guide you along the way
Create your own portfolio, with proactive update and relevant insights to facilitate you in making the decisions throughout the journey.
Create your own portfolio, with proactive update and relevant insights to facilitate you in making the decisions throughout the journey.
Create your own portfolio, with proactive update and relevant insights to facilitate you in making the decisions throughout the journey.
A different way to invest in Reksa Dana
Experience guidance, clarity, and transparency. So you always understand what’s happening with your money and how to navigate the market.
Strategies you can actually see and understand
Experience guidance, clarity, and transparency. So you always understand what’s happening with your money and how to navigate the market.
Strategies you can actually see and understand
Experience guidance, clarity, and transparency. So you always understand what’s happening with your money and how to navigate the market.
Strategies you can actually see and understand
Experience guidance, clarity, and transparency. So you always understand what’s happening with your money and how to navigate the market.
Guidance that fits your portfolio
Our Next Move Briefing provides clear context on market headlines and movements to support your investment decisions.
Guidance that fits your portfolio
Our Next Move Briefing provides clear context on market headlines and movements to support your investment decisions.
Guidance that fits your portfolio
Our Next Move Briefing provides clear context on market headlines and movements to support your investment decisions.
Transparency you can see and trust
View every holding inside your funds, not just the top 10. As an independent manager, we share the full picture so you always understand what you own.
Transparency you can see and trust
View every holding inside your funds, not just the top 10. As an independent manager, we share the full picture so you always understand what you own.
Transparency you can see and trust
View every holding inside your funds, not just the top 10. As an independent manager, we share the full picture so you always understand what you own.
Explore our reksa dana lineup
Experience guidance, clarity, and transparency. So you always understand what’s happening with your money and how to navigate the market.
All
Low Risk
Balanced
Growth Focused
Syariah
Simpan Cash Fund
Low risk
For short term (<2 years)
Earn more on idle cash with easy liquidity. Invested in short-term government bonds and bank deposits.
Core Benefits
Daily liquidity
Competitive yield with low risk
Zero administrative hassle
Fees
Management Fees
0.50%
Minimum Investment
Rp 100.000
Past Returns (1Y)
4.58%
Max Drawdown
-0.01%
NAV
1,137.67
As of 31 December 2025
Benchmark
100% 3 Month Deposit Rate
Performance
Simpan Bond Fund
Low to moderate risk
For medium term (1-3 years)
A steady, lower-risk way to grow above inflation. Fully invested in Indonesian government bonds.
Core Benefits
Short-term liquidity
Lower-risk bond exposure
Designed for steady, consistent growth potential
Fees
Management Fees
0.50%
Minimum Investment
Rp 100.000
Past Returns (1Y)
9.65%
Max Drawdown
-1.56%
NAV
1,113.90
As of 31 December 2025
Benchmark
100% 3 Month Deposit Rate
Performance
Simpan Balanced Fund
Moderate to high risk
For medium term (1-3 years)
Balanced growth for medium–long term goals. Mix of ~65% government bonds and 35% blue-chip stocks.
Core Benefits
Resilient portfolio
Steady income potential from quality bonds
Exposure to blue-chip stocks for stable equity growth
Fees
Management Fees
1.00%
Minimum Investment
Rp 100.000
Past Returns (1Y)
13.71%
Max Drawdown
-8.40%
NAV
1,149.16
As of 31 December 2025
Benchmark
65% INDOBeX Total Return Index
35% IHSG (Indeks Harga Saham Gabungan)
Performance
Simpan Sustainable Equity Fund
High risk
For long term (>3 years)
Equity growth with a sustainability focus. 100% stocks aligned with our custom MSCI-based ESG benchmark.
Core Benefits
Long-term equity growth potential
Guided by a custom MSCI-based benchmark
Focus on ESG-compliant, future-ready companies
Fees
Management Fees
2.00%
Minimum Investment
Rp 100.000
Past Returns (1Y)
10.28%
Max Drawdown
-22.00%
NAV
1,109.01
As of 31 December 2025
Benchmark
MSCI Indonesia IMI Value Weighted Ex Controversial Weapons Custom
10% Capped Index
Performance
Simpan Cash Syariah Fund
Low risk
For short term (<2 years)
Liquid, Sharia-compliant cash management. Placed in Sharia time deposits and sukuk.
Core Benefits
Same-day redemption
Competitive yield with low risk
Sharia compliant
Fees
Management Fees
0.30%
Minimum Investment
Rp 100.000
Past Returns (1Y)
4.63%
Max Drawdown
-0.00%
NAV
1,058.00
As of 31 December 2025
Benchmark
100% 1 Month Deposit Rate
Performance
Simpan Amanah Syariah Fund
Moderate risk
For long term (>3 years)
Steady, Sharia-compliant long-term growth. ~80% sukuk and 20% Sharia time deposits.
Core Benefits
Similar to pension fund
Designed for consistent, above-inflation returns
Sharia compliant
Fees
Management Fees
1.00%
Minimum Investment
Rp 100.000
Past Returns (1Y)
12.74%
Max Drawdown
-8.78%
NAV
917.86
As of 31 December 2025
Benchmark
80% IGSIX Sukuk Index
20% ISSI (Indeks Saham Syariah Indonesia)
Performance
All
Low Risk
Balanced
Growth Focused
Syariah
Simpan Cash Fund
Low risk
For short term (<2 years)
Earn more on idle cash with easy liquidity. Invested in short-term government bonds and bank deposits.
Core Benefits
Daily liquidity
Competitive yield with low risk
Zero administrative hassle
Fees
Management Fees
0.50%
Minimum Investment
Rp 100.000
Past Returns (1Y)
4.58%
Max Drawdown
-0.01%
NAV
1,137.67
Benchmark
100% 3 Month Deposit Rate
Performance
Simpan Bond Fund
Low to moderate risk
For short term (<2 years)
A steady, lower-risk way to grow above inflation. Fully invested in Indonesian government bonds.
Core Benefits
Short-term liquidity
Lower-risk bond exposure
Designed for steady, consistent growth potential
Fees
Management Fees
0.50%
Minimum Investment
Rp 100.000
Past Returns (1Y)
9.65%
Max Drawdown
-1.56%
NAV
1,113.90
Benchmark
100% 3 Month Deposit Rate
Performance
Simpan Balanced Fund
Moderate to high risk
For short term (<2 years)
Balanced growth for medium–long term goals. Mix of ~65% government bonds and 35% blue-chip stocks.
Core Benefits
Resilient portfolio
Steady income potential from quality bonds
Exposure to blue-chip stocks for stable equity growth
Fees
Management Fees
1.00%
Minimum Investment
Rp 100.000
Past Returns (1Y)
13.71%
Max Drawdown
-8.40%
NAV
1,149.16
Benchmark
65% INDOBeX Total Return Index
35% IHSG (Indeks Harga Saham Gabungan)
Performance
Simpan Sustainable Equity Fund
High risk
For short term (<2 years)
Equity growth with a sustainability focus. 100% stocks aligned with our custom MSCI-based ESG benchmark.
Core Benefits
Long-term equity growth potential
Guided by a custom MSCI-based benchmark
Focus on ESG-compliant, future-ready companies
Fees
Management Fees
2.00%
Minimum Investment
Rp 100.000
Past Returns (1Y)
10.28%
Max Drawdown
-22.00%
NAV
1,109.01
Benchmark
MSCI Indonesia IMI Value Weighted Ex Controversial Weapons Custom
10% Capped Index
Performance
Simpan Cash Syariah Fund
Low risk
For short term (<2 years)
Liquid, Sharia-compliant cash management. Placed in Sharia time deposits and sukuk.
Core Benefits
Same-day redemption
Competitive yield with low risk
Sharia compliant
Fees
Management Fees
0.30%
Minimum Investment
Rp 100.000
Past Returns (1Y)
4.63%
Max Drawdown
-0.00%
NAV
1,058.00
Benchmark
100% 1 Month Deposit Rate
Performance
Simpan Amanah Syariah Fund
Moderate risk
For short term (<2 years)
Steady, Sharia-compliant long-term growth. ~80% sukuk and 20% Sharia time deposits.
Core Benefits
Similar to pension fund
Designed for consistent, above-inflation returns
Sharia compliant
Fees
Management Fees
1.00%
Minimum Investment
Rp 100.000
Past Returns (1Y)
12.74%
Max Drawdown
-8.78%
NAV
917.86
Benchmark
80% IGSIX Sukuk Index
20% ISSI (Indeks Saham Syariah Indonesia)
Performance
All
Low Risk
Balanced
Growth Focused
Syariah
Simpan Cash Fund
Low risk
For short term (<2 years)
Earn more on idle cash with easy liquidity. Invested in short-term government bonds and bank deposits.
Core Benefits
Daily liquidity
Competitive yield with low risk
Zero administrative hassle
Fees
Management Fees
0.50%
Minimum Investment
Rp 100.000
Past Returns (1Y)
4.58%
Max Drawdown
-0.01%
NAV
1,137.67
Benchmark
100% 3 Month Deposit Rate
Performance
Simpan Bond Fund
Low to moderate risk
For short term (<2 years)
A steady, lower-risk way to grow above inflation. Fully invested in Indonesian government bonds.
Core Benefits
Short-term liquidity
Lower-risk bond exposure
Designed for steady, consistent growth potential
Fees
Management Fees
0.50%
Minimum Investment
Rp 100.000
Past Returns (1Y)
9.65%
Max Drawdown
-1.56%
NAV
1,113.90
Benchmark
100% 3 Month Deposit Rate
Performance
Simpan Balanced Fund
Moderate to high risk
For short term (<2 years)
Balanced growth for medium–long term goals. Mix of ~65% government bonds and 35% blue-chip stocks.
Core Benefits
Resilient portfolio
Steady income potential from quality bonds
Exposure to blue-chip stocks for stable equity growth
Fees
Management Fees
1.00%
Minimum Investment
Rp 100.000
Past Returns (1Y)
13.71%
Max Drawdown
-8.40%
NAV
1,149.16
Benchmark
65% INDOBeX Total Return Index
35% IHSG (Indeks Harga Saham Gabungan)
Performance
Simpan Sustainable Equity Fund
High risk
For short term (<2 years)
Equity growth with a sustainability focus. 100% stocks aligned with our custom MSCI-based ESG benchmark.
Core Benefits
Long-term equity growth potential
Guided by a custom MSCI-based benchmark
Focus on ESG-compliant, future-ready companies
Fees
Management Fees
2.00%
Minimum Investment
Rp 100.000
Past Returns (1Y)
10.28%
Max Drawdown
-22.00%
NAV
1,109.01
Benchmark
MSCI Indonesia IMI Value Weighted Ex Controversial Weapons Custom
10% Capped Index
Performance
Simpan Cash Syariah Fund
Low risk
For short term (<2 years)
Liquid, Sharia-compliant cash management. Placed in Sharia time deposits and sukuk.
Core Benefits
Same-day redemption
Competitive yield with low risk
Sharia compliant
Fees
Management Fees
0.30%
Minimum Investment
Rp 100.000
Past Returns (1Y)
4.63%
Max Drawdown
-0.00%
NAV
1,058.00
Benchmark
100% 1 Month Deposit Rate
Performance
Simpan Amanah Syariah Fund
Moderate risk
For short term (<2 years)
Steady, Sharia-compliant long-term growth. ~80% sukuk and 20% Sharia time deposits.
Core Benefits
Similar to pension fund
Designed for consistent, above-inflation returns
Sharia compliant
Fees
Management Fees
1.00%
Minimum Investment
Rp 100.000
Past Returns (1Y)
12.74%
Max Drawdown
-8.78%
NAV
917.86
Benchmark
80% IGSIX Sukuk Index
20% ISSI (Indeks Saham Syariah Indonesia)
Performance
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