Perbanding Reksadana Campuran dan Saham

Nama Fund Kebijaksanaan Investasi

Saham Min Saham Max Utang Min Utang Max P. Uang Min P. Uang Max







FS Indoequity Sectoral Fund 80 100 0 20

FS Multi Strategy Fund 40 98 0 60








Fortis Equitra 5 75 5 75 2 90
Fortis Pesona 50 95 0 20 5 30
Fortis Infrastruktur 80 98 2 20 2 20
Fortis Ekuitas 80 100

0 20







Schoder Dana Kombinasi 0 30 70 100 70 100
Schoder Terpadu 35 65 35 65 35 65
Schroder Dana Prestasi 70 95 0 25 5 30
Schroder Prestasi Plus 80 100 0 20 0 20
Schorder Dana Istimewa 80 100

0 20


Nama Fund Biaya

Manager Kustodian In Fee Out Fee





FS Indoequity Sectoral Fund 3 0.25 2 2
FS Multi Strategy Fund 3 0.25 2 2





Fortis Equitra 2.5 0.25 2 2
Fortis Pesona 1.25 0.25 2 1.25
Fortis Infrastruktur 2.5 0.25 2 1.25
Fortis Ekuitas 1.5 0.25 3 1





Schoder Dana Kombinasi 1.5 0.25 2 0.5
Schoder Terpadu 1.5 0.25 2 0.5
Schroder Dana Prestasi 1.5 0.25 2 0.5
Schroder Prestasi Plus 1.5 0.25 2 0.5
Schorder Dana Istimewa 1.5 0.25 2 0.5

Nama Fund Min Satuan Keterangan








FS Indoequity Sectoral Fund 10,000,000 Rupiah
FS Multi Strategy Fund 10,000 Unit




Fortis Equitra 1,000,000 Rupiah
Fortis Pesona 200 Unit
Fortis Infrastruktur 1,000 Unit Efek Tema Infrastruktur
Fortis Ekuitas 250,000 Rupiah




Schoder Dana Kombinasi 200,000 Rupiah
Schoder Terpadu 200,000 Rupiah
Schroder Dana Prestasi 5,000,000 Rupiah
Schroder Prestasi Plus 200,000 Rupiah
Schorder Dana Istimewa 200,000 Rupiah Second Liner Min 25%

Untuk versi excel dapat dilihat di

http://spreadsheets.google.com/pub?key=pF7YGxT53_EJBrvq8afLxXA

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