Page 19 - Ekuator Profile e book

Product and Services

Mutual Funds/ Reksadana

Mutual Funds are investment vehicles funded by investors' pooled
money to jointly invest together in stocks, bonds, money market
instruments and other securitized assets. In Indonesia, the investment
vehicle is called Reksadana and created by Collective Investment
Contracts between the Investment Manager and Custodian Bank. To
establish a mutual fund, both Investment Management rm and
Custodian Bank must hold a license issued by Otoritas Jasa Keuangan
(OJK), an SRO who oversees and with the authority to regulate
Indonesian capital markets.

There are multiple types of mutual funds:
- Conventional Open-ended funds such as Equity Funds, Balance Funds,
Fixed Income Funds and Money Market Funds

- Close-ended funds, or funds with maturity dates, such as Capital-
Protected Funds

- Special-purpose funds, such as Project-based Funds, Infrastructure
Funds, REIT, Asset-backed Funds, Lifecycle Funds, etc.

Ekuator Swarna Investama seek to address our clients' diverse
investment needs and are ready to provide suitable investment
solutions.

Discretionary Funds

For our sophisticated Institutional and High Net-Worth Clients, Ekuator
Swarna Investama offers Discretionary Funds Services. As mandated by
the OJK, Discretionary Funds are established by a bilateral agreement
between the Investment Manager and a single client (either an
individual or an entity) with a set minimum amount to be invested. For
further information, please contact us.

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