Professionally Managed Fund
Your fund at Mandiri Rencana Sejahtera and Mandiri Investasi Sejahtera is managed by professional and competent fund managers, PT Schroders Investment Management Indonesia, PT Mandiri Management Investasi and PT Danareksa Investment Management.
Investment Fund Management Suitable to your Needs
You can choose one or more of investment funds to suit your investment character and needs so long as they are still in the same currencies.
Secure Money Rupiah
- Highly Secure
- Stable, fixed income with relatively low risk
Progressive Money Rupiah
- Relatively high profit with moderate risk
- Bigger profit in money market
Dynamic Money Rupiah
- High profit with relatively higher risk
- Profit bigger than that of stock market
Fixed Money Rupiah
- Relatively stable profit through investment in fixed income instrument
- Fixed income with relatively low risk
Money Market Rupiah
- Stable profit through investment in money market instrument
Active Money Rupiah
- Relatively high profit through investment in stock market and fixed-income instrument
- This investment has a moderate risk rate
Attractive Money Rupiah
- High profit through investment in stock market, bonds and money market instruments
- This investment has a high risk rate
Secure Money US Dollar
- High profit
- Stable, fixed income in US Dollar with relatively low risk.
Investment Fund Performance 2008
(As at 31 December 2008)
* YTD : Year to Date (From the beginning of the year up to the counting date)
Secure Money Rupiah
Return Rate VS Benchmark:
| 1 Month | 3 Month | 1 Month | YTD* | Since commencement | |
|---|---|---|---|---|---|
| Secure Money Rupiah | 13.88% | 5.79% | 3.54% | 3.54% | 42.52% |
| Benchmark (Deposit in 4 bank) | 0.46% | 1.43% | 5.23% | 5.23% | 32.66% |
First Entry Fund: 10 December 2003
Progressive Money Rupiah
Return Rate VS Benchmark:
| 1 Month | 3 Month | 1 Year | YTD* | Since commencement | |
|---|---|---|---|---|---|
| Progressive Money Rupiah | 5.94% | -7.66% | -18.99% | -18.99% | 137.07% |
| Benchmark (50% Deposit of 4 banks + 50% Stock Composite Index) | 4.81% | -11.72% | -26.00% | -26.00% | 74.78% |
First Entry Fund: 10 December 2003
Dynamic Money Rupiah
Return Rate VS Benchmark:
| 1 Month | 3 Month | 1 Year | YTD* | Since commencement | |
|---|---|---|---|---|---|
| Dynamic Money Rupiah | 9.41% | -18.78% | -41.13% | -41.13% | 175.69% |
| Benchmark (stock composite index) | 9.17% | -26.04% | -50.64% | -50.64% | 109.83% |
First entry fund: 10 December 2003
Fixed Money Rupiah
Return Rate VS Benchmark:
| 1 Month | 3 Month | 1 Year | YTD* | Since commencement | |
|---|---|---|---|---|---|
| Fixed Money Rupiah | 5.55% | 0.17% | -8.33% | -8.33% | 11.26% |
| Benchmark (Deposit of 3 banks + 1%) | 0.50% | 1.46% | 5.42% | 5.42% | 18.32% |
First entry fund: 1 February 2006
Money Market Rupiah
Return Rate VS Benchmark:
| 1 Month | 3 Month | 1 Year | YTD* | Since commencement | |
|---|---|---|---|---|---|
| Money Market Rupiah | 0.70% | 1.76% | - | 1.97% | 1.97% |
| Benchmark (Indonesia Bonds 1 Month) | 0.77% | 2.21% | - | 2.40% | 2.40% |
First entry fund: 17 September 2008
Active Money Rupiah
Return Rate VS Benchmark:
| 1 Month | 3 Month | 1 Year | YTD* | Since commencement | |
|---|---|---|---|---|---|
| Money Market Rupiah | 11.39% | -19.79% | -43.09% | -43.09% | -36.05% |
| Benchmark (50% Deposit + 50% Stock Composite Index) | 4.83% | -11.97% | -26.15% | -26.15% | -19.68% |
First entry fund: 1 October 2007
Attractive Money Rupiah
Return Rate VS Benchmark:
| 1 Month | 3 Month | 1 Year | YTD* | Since Commencement | |
|---|---|---|---|---|---|
| Money Market Rupiah | 11.94% | -31.95% | -58.44% | -58.44% | -47.49% |
| Benchmark (CompositeStock PriceIndex/IHSG) | 9.17% | -26.58% | -51.00% | -51.00% | -41.84% |
First entry fund: 1 September 2007
Secure Money USD
Return Rate VS Benchmark:
| 1 Month | 3 Month | 1 Year | YTD* | Since Commencement | |
|---|---|---|---|---|---|
| Secure Money USD | 3.24% | -19.85% | -18.00% | -18.00% | 0.19% |
| Benchmark (Deposit in 4 bank) | 0.22% | 0.68% | 2.45% | 2.45% | 10.22% |
First entry fund: 1 September 2007 
Note
The previous performance of the fund does not guarantee the future performance. Fund performance may be lower or higher from the previous performance owing to market condition. High return does is not guaranteed and the risk arising from the investment is entirely born by account holder.
