Our Mutual Fund

Our Mutual Fund

Various types of mutual funds with their respective prospectus and fact sheets.

How to subscribe

How to subscribe

Steps that should be completed prior to purchasing mutual fund.

Other Information

Other Information

Brief descriptions on types of mutual funds, its benefits and risks involved.

Mutual Fund is one of investment products issued and managed by PT Bank ANZ Indonesia's 3rd Party Business Partners, in this case, Fund Managers. Mutual Fund is a pool of funds from several investors to be invested into financial securities by the Fund Managers.

Currently, we are partnering with 6 reputable Fund Managers:

We are offering full ranges of Mutual Fund, such as: Money Market Fund, Fixed Income Fund, Balanced Fund, Equity Fund, and other types of Funds (if available) so that our customers are able to apply diversification and asset allocation principles in order to achieve their investment objectives optimally.

In line with Mutual Fund's tagline defined by BAPEPAM-LK - "Pahami, Nikmati", we will continuously educate our WAPERD-licensed Holders and Investors so that the Mutual Fund Selling Agent activities can be implemented prudently; and the investment decisions can be performed by our customers based on the comprehensive and healthy understanding and planning.

For further information, please contact our nearest Branch.

PT Bank ANZ Indonesia ("ANZ") in this reference acts as Selling Agent for Mutual Fund. ANZ has been appointed by the Fund Manager to serve any Investor's transactions (subscriptions, redemptions, and switchings (if applicable)) of Mutual Funds. Mutual Funds are capital market products and not products developed or managed by ANZ. ANZ does not make any guarantees on the performances and any protections on capitals invested. Mutual Funds are not parts of Third Party Deposits at ANZ and are not included in the guarantee program of Government of the Republic of Indonesia or any other deposit guarantees.

ANZ is a subsidiary of Australia and New Zealand Banking Group Limited (ANZBGL). ANZBGL is incorporated in Australia, and is an authorised deposit taking institution (Bank) under Australian law. ANZ is incorporated and licensed in Indonesia with limited liability, and is not a Bank under Australian law. Deposits or liabilities with ANZ are not deposits or other liabilities of ANZBGL or its related group companies, and none of them stand behind or guarantee ANZ.

There are risks attached to Mutual Fund investments. (Prospective) Investors need to read and understand the relevant Mutual Fund's prospectuses before deciding to invest in Mutual Funds. (Prospective) Investors should be aware the Mutual Fund's past performance is not an indicator of future performance. Investors are encouraged to seek independent investment advise prior to make investment decisions.

Last Update: 17 February 2014

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