Mutual Funds

SRI-KEHATI Index-based Investment Products differ from traditional investments which only aim at offering financial returns to investors, through SRI-KEHATI-based mutual funds, KEHATI in collaboration with investment managers strives to provide added value by opening opportunities for investors to also be able to contribute to the community and its environment.

 

The results of the investment manager’s allowance and / or contribution received by KEHATI, are used to finance Indonesia’s biodiversity utilization program in a sustainable manner. With its good performance, SRI-KEHATI has received good reception and recognition from various parties in the capital market. This is proven by the use of SRI-KEHATI as an investment vehicle through the issuance of various mutual funds as follows:

As of October 31, 2019, the total managed funds from the 10 SRI-KEHATI index-based mutual funds had reached Rp 1.54 trillion. The development of SRI-KEHATI-based index managed fund in a nutshell, can be seen in the following graph:

Further explanation for each mutual fund, can be seen below.


"XISR" Premier ETF Premier ETF Mutual Fund


The SRI-KEHATI Premier ETF is an equity fund that is traded on the Indonesia Stock Exchange (IDX). The SRI-KEHATI Premier ETF aims to provide returns equivalent to the performance of the SRI-KEHATI Index issued by the IDX in collaboration with the KEHATI Foundation. The SRI-KEHATI Premier ETF is the first ETF with the SRI (Sustainable and Responsible Investment) category in Southeast Asia and a special ETF with the theme of companies that care about Indonesian Biodiversity.


Website Manajer Investasi:

Investment Manager Website: www.premierreksadanaonline.com

RHB Index Mutual Fund SRI-KEHATI Index Fund


The RHB Index Mutual Fund SRI-KEHATI Index Fund aims to provide investment returns that are equivalent to the performance of the SRI-KEHATI Index. This mutual fund is suitable for Investors who want investment diversification in instruments that are in accordance with the principles of Responsible Investment.


Website Manajer Investasi:

Investment Manager Website: www.rhb-ami.co.id RHB sri kehati index fund

Seller agent website: www.premierreksadanaonline.com

SRI-KEHATI Liquid Insight Index Mutual Funds


The Sri Kehati Liquidity Insight Index Mutual Fund aims to provide optimal investment returns through investments in equity securities issued by corporations offered through a public offering and traded on the Indonesia Stock Exchange listed on the SRI-KEHATI Index and can invest in debt securities and or derivative effects that have a maturity of not more than one year, and provide an opportunity for the unit holder to contribute to the Kehati Foundation to support various biodiversity conservation programs in Indonesia.


Website Manajer Investasi:

Investment Manager Website: https://www.insights.id/ indeks insight sri kehati likuid

Seller agent website: insight sri kehati likuid i sri likuid

SRI-KEHATI Index Simas Funds


It is an Investment Fund that is managed to obtain investment returns that refer to the performance of the SRI-KEHATI Index.


Website Manajer Investasi:

Investment Manager Website: http://www.sinarmas-am.co.id/

Seller agent website: Reksa dana indeks simas sri kehati

AYERS Equity Index SRI-KEHATI Mutual Funds


It is an Investment Fund that is managed to obtain investment returns that refer to the performance of the SRI-KEHATI Index.


Website Manajer Investasi:

Investment Manager Website: https://ayersasia.com/ equity index sri kehati/

Seller agent website: reksa dana indeks ayers asia asset management equity index sri kehati

Yuanta SRI-KEHATI Index Mutual Fund Index


It is an Investment Fund that is managed to obtain investment returns that refer to the performance of the SRI-KEHATI Index.


Website Manajer Investasi:

Investment Manager Website: https://yuanta-am.co.id/ Yuanta sri kehati index

Seller agent website: Yuanta sri kehati index

SRI-KEHATI BNP Paribas Index Mutual Funds


BNP Paribas SRI-KEHATI is a stock index mutual fund that follows the SRI-KEHATI stock index. The stock constituents in the index consist of 25 listed public companies and are selected by the KEHATI Foundation every semester. Contributions from the BNP Paribas Mutual Fund SRI KEHATI will be used to fund programs run by the KEHATI Foundation which focus on agroecosystems / agriculture to help improve economic and environmental conditions in the long run.


Website Manajer Investasi:

Investment Manager Website://www.bnpparibas-am.co.id/id/produk-dan-layanan/produk/RDISRI/

Seller agent website: http://www.permatabank.com reksa dana indeks BNP paribas sri-kehati

Batavia Mutual Fund SRI-KEHATI ETF


Batavia SRI-KEHATI ETF aims to provide investment returns equivalent to the performance of the SRI-KEHATI Index published by the Indonesia Stock Exchange, in collaboration with the KEHATI Foundation.


Website Manajer Investasi:

Investment Manager Website: https://bpam.co.id/ https://www.bnpparibas-am.co.id/id/produk-dan-layanan/produk/RDISRI/

Seller agent website: https://bpam.co.id/produk/mitra-agen-penjual-reksa-dana-indeks-batavia-sri-kehati-ETF

Panin SRI-KEHATI Index Mutual Funds


It is an Investment Fund that is managed to obtain investment returns that refer to the performance of the SRI-KEHATI Index.


Website Manajer Investasi:

Investment Manager Website: https://www.panin-am.co.id/

Seller agent website: Panin sri kehati

Batavia Mutual Funds ESG Impact Shares


Batavia Mutual Fund ESG Impact Shares are actively managed funds in which Batavia PAM in the selection process of its constituent shares uses the List of Shares selected and issued by KEHATI as a reference.


Website Manajer Investasi:

Investment Manager Website: https://bpam.co.id/

Seller agent website: Batavia saham ESG impact

Reksa Dana non SRI-KEHATI


KEHATI Lestari (RDKL) Mutual Funds Kehati Lestari (RDKL) is a Fixed Income Mutual Fund (0-20% Shares, 80-100% Bonds, 0-20% Money Market / Cash Market) which is environmentally sound investing only in government bond portfolios that actively managed.

 

RDKL aims to raise financial support from the community to help sustain the financing of biodiversity programs organized by the KEHATI Foundation through the concept of investment in the form of mutual funds.

 

RDKL was launched by KEHATI since April 16, 2007 in collaboration with PT Bahana TCW Investment Management as the Manager. Companies that enter are those who have allocated Corporate Social Responsibility or Green Investment funds. In this mutual fund product, investors can donate their investment to the KEHATI Foundation through alternatives as follows:

 

  • Platinum Membership, which is the Participation Unit Holder, will contribute the main results and all returns (profits) obtained to the KEHATI Foundation.
  • Gold Membership, which is the Participation Unit Holder, donates all the returns (profits) obtained to the KEHATI Foundation, while all the principal investment returns remain the property of the Participation Unit Holder.
  • Silver Membership, which is the Participation Unit Holder, will contribute 50% (fifty percent) of the yield (profit) to the KEHATI Foundation, while the principal return on investment will remain the property of the Unit Holder.
  • Regular membership, i.e. investors invest in RDKL and get investment returns from RDKL performance, just like investing in other mutual funds.


Website Manajer Investasi:

Investment Manager Website: https://link.bahanatcw.com/ https://link.bahanatcw.com/reksa-dana-product-details?id=45