SPTR: Fixed Income Fund with Regular Dividend Distributions!
January 22, 2024SPTR: Fixed Income Fund with Regular Dividend Distributions!
On 3 November 2023, Syailendra Capital officially launched a new fixed income mutual fund product called Syailendra Total Return Income Class A or SPTR. SPTR is a fixed income fund designed to provide investment growth with the additional benefit of periodic investment returns (dividends) distributed every quarter. The SPTR Mutual Fund product applies asset allocation principles and diversifies market risk across several asset classes, namely corporate bonds and government bonds, money market instruments and equities. The SPTR portfolio will contain 50-80% corporate bonds, 20-50% government bonds, 0-20% money market instruments and 0-20% equities.
In making investment decisions, SPTR focuses on active management of portfolio duration. The duration of the SPTR portfolio in government and corporate bonds is maintained in the range of 1.8 to 5 years, allowing SPTR to move relatively stably. This product places greater emphasis on investing in corporate bonds. Based on research conducted, over the past 10 years, the performance of corporate bond investment assets ranked first as the asset with the highest return, with a return value of 9.1%.
The bonds in SPTR are investment-grade, which can minimise credit risk. Meanwhile, to maximise returns, SPTR can also employ tactical investment strategies in equities with selective issuer selection. In this product, investors are expected to have flexibility and freedom should they wish to reinvest dividends into other investment instruments.
SPTR is suitable for investors with a moderate risk profile. The minimum top-up for the SPTR mutual fund is Rp50,000, while the minimum subscription amount is Rp100,000 with CIMB Niaga Bank as the custodian bank.
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