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A
Choice
of High Return Investment
Samuel offers a full and complete
range of asset management services for Indonesian and international
investors. Through a wholly owned subsidiary, PT Samuel Aset Manajemen
(SAM), the company launched 4 mutual funds (known as 'Reksa Dana'
in Indonesian) in November 1997, including: an equity-focused
balanced fund, a fixed income-focused balanced fund, a fixed income
fund, and a money market fund. In addition to mutual funds, Samuel
offers a variety of Indonesian private investment funds as well
as private client portfolios. SAM portfolio managers and financial
consultants also function as financial advisors to help plan and
initiate investment strategies for clients. The Indonesian Securities
and Exchange Commission, or BAPEPAM licenses SAM as an Investment
Management firm.
Products include:
SAM Dana Berkembang (SDB) is a growth fund that
will invest up to 75% of the portfolio into the Indonesian equity
market, with the balance invested in fixed income or money market
securities. This fund is ideal for more aggressive individuals
seeking long-term capital appreciation through appreciation in
the equity market.
SAMUEL Dana Pasti (SDP) is a fixed-income mutual
fund product which is aimed at obtaining stable and optimum income
for holders of Placement Units by investing its funds in debt
securities issued by the Government of the Republic of Indonesia
and corporations domiciled in Indonesia. SDP may also invest its
funds in debt securities listed in foreign securities markets
in order to increase investment return and portfolio diversification
for investors. Information on debt securities listed in foreign
securities markets is accessible on printed and electronic mass
media as well as on the Internet. SDP invests a minimum 80% of
its funds in debt securities listed in the capital market, maximum
20% in money market instruments, and maximum 15% in foreign debt
securities. The mutual fund product is an attractive option for
investors due to low income tax imposed on investment return from
fixed-income securities. SDP is an ideal mutual fund product for
conservative investors who seek stable income from interest on
debt securities.
Private Client Portfolio - This is a unique product
offered by SAM for institutional and individual clients with investment
criteria not met by any of the other products. SAM financial advisors
will tailor an investment strategy for each client towards a specific
objective, taking into account the client's individual return
and risk objectives, as well as any other specific constraints.
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