Jakarta, CNBC Indonesia – Public interest in investing is increasing day by day. This is driven by increasing demand in the future. It’s no surprise that more and more people are starting to invest. Especially in mutual funds.

PT Kustodian Sentral Efek Indonesia (KSEI) noted that as of December 2023 the number of mutual fund investors had grown by 18.87% or reached 11.41 million investors compared to 2020.

This is proof that mutual funds are one of the instruments that people rely on in the capital market. Moreover, there are many types of mutual funds and some are sharia-based.

Through sharia mutual funds, investors can also invest in sharia-based shares. Like sharia stock mutual funds, with a portfolio composition of shares included in the Indonesian Sharia Stock Index.

Apart from that, there are also Sharia Mixed Mutual Funds which are worth looking at because of their flexible characteristics. In its management, the Fund Manager can determine various investment weights for each investment instrument such as sukuk, sharia shares and also the sharia money market.

One of them is the Sharia Mixed Mutual Fund issued by PT Sucorinvest Asset Management, namely the Sucorinvest Sharia Balanced Fund (SSBF). This mutual fund aims to provide optimal investment results in the medium or long term through investments in accordance with the Investment Policy and Sharia Principles in the Capital Market listed on the Sharia Securities List (DES).

Within a year, SSBF grew by 7.53%. The growth is quite high, especially when compared to the Infovesta Sharia Balanced Fund Index which only grew 2.53%. The SSBF asset allocation includes bonds (corporate sukuk) amounting to 73.43%, shares 14.42%, and money market 12.15%.

SSBF is a Sharia-based mixed mutual fund with a moderate management strategy which was launched in May 2019. Sharia Mutual Funds are mutual funds managed based on Sharia principles and supervised by the Sharia Supervisory Board and the Financial Services Authority (OJK).

Before 2022, SSBF has a moderate-aggressive investment strategy. At the end of 2023 and still being implemented today, SSBF’s investment strategy changed to become relatively more conservative-moderate by placing placements in Sharia securities which produce relatively low volatility compared to benchmarks in the long term with attractive performance potential.

Comparison of investment performance of SSBF mutual funds with similar mutual funds

As one of the sharia mixed category mutual funds in the capital market, SSBF’s performance was also the best during the year compared to several mutual funds in the same category.

As for the need to invest in mutual funds, one platform that can be used as a choice is merdeka.id. This investment platform from PT Innovation Finansial Teknologi is licensed by the OJK and has various advantages and provides convenience for mutual fund investors.

Makmur offers a series of advantages in mutual fund investing that are difficult for other platforms to match. From affordable investment capital, flexibility with no maturity, to the best selection of mutual funds, every feature is designed to maximize profits and convenience for investors.

To purchase Sucor Sharia Balanced Fund (SSBF) mutual fund products through Makmur, investors can also get an additional investment bonus of up to IDR 50 million through a special promo program at Makmur which only lasts until February 29 2024.

[Gambas:Video CNBC]

(aak/aak)