Syailendra Balanced Opportunity Fund (SBOF) Class A

SBOF can invest with minimum limits of 10-75% in equity securities, 10-75% in bond securities and 2-75% in money market instruments.

SBOF is a Balanced Fund with the flexibility to actively rotate among asset classes.

SBOF is managed by applying a dynamic asset class rotation strategy and highly selective stock selection. SBOF's stock portfolio is non-indexing and more concentrated compared to indices. Stocks in the portfolio are issuers that will undertake corporate actions, as well as undervalued stocks that have attractive turnaround prospects. SBOF is complemented by a bond allocation that will help maintain return stability.

Investment Objective

Syailendra Balanced Opportunity Fund delivers optimum investment returns through investment in Equity Securities and/or Debt Securities that still have considerable potential for growth in the medium and long term and can invest in money market instruments in the event of a corrected capital market condition while adhering to investment policy provisions.

Syailendra Balanced Opportunity Fund (SBOF) Class A is available through the following Distribution Partners.

Banks:
Bank Jabar Banten
Bank KEB Hana
Bank QNB Indonesia

Securities:
BNI Sekuritas
Danareksa Sekuritas
Indopremier Sekuritas
Mandiri Sekuritas
MNC Sekuritas
Phillip Sekuritas Indonesia
Takjub Teknologi Indonesia (Ajaib)
Trimegah Sekuritas

Fintech:
Artha Investa Teknologi (Cermati)
Bareksa Portal Investasi
Buka Investasi Bersama
Inovasi Finansial Teknologi (Makmur)
Invesnow Principal Optima (Invesnow)
Sarana Santosa Sejati (Pluang)
SayaKaya Lahir Batin (SayaKaya)
Star Mercato Capitale (Tanamduit)

Investment Policy

The investment policy is 10% - 75% in Equity Securities, 10% - 75% in Debt Securities including State Securities (SUN), Local Government Bonds (Municipal Bonds), bonds issued by companies (investment grade or non-investment grade) and other debt securities, 2% - 75% in money market instruments including Bank Indonesia Certificates (SBI), State Treasury Bills (SPN) or Treasury Bills (T-Bills), debt securities with maturity of less than 1 (one) year and deposits

Download:

FFS Aug 2026

Product Focus

Prospectus