Pinnacle Strategic Equity Fund

Pinnacle Strategic Equity Fund

Risk Meter

Low High

Management Style

Passive Active

Investment Approach

Combines a fundamental, bottom-up process with quantitative strategy in order to maximise risk-adjusted return while seeking to mitigate portfolio risk. Our strategy is solidly based on years of academic research and we invest in source of returns that have been proven to work in the world and in Indonesia.

Investment Objective

The fund aims to achieve a superior medium to long term capital gains in a low volatility environment through an actively managed portfolio of predominantly large cap, liquid Indonesian stocks. The Fund has a flexible asset allocation strategy and invests between 80% to 100% of its assets in equity securities and between 0% to 20% of its assets in money market instruments and/or debt securities.


Portfolio Allocation

Key Facts

As of 30 June 2020

Fund Size IDR 60.03 B
Fund Type Equity
Effective Date 09 September 2015
Currency Rupiah
Min. Init. Investment IDR 100,000
Subscription Fee Max. 2.00%
Redemption Fee Max. 3.00%
Switching Fee Max. 1.00%
Management Fee Max. 3.50%
Custodian Bank  BCA
Custodian Fee Max. 0.25%
ISIN Code IDN000215100
Bloomberg Ticker PINNSEF.IJ

Top 5 Holdings

As of 30 June 2020

Ticker Name
ASII Astra International Tbk
BBCA Bank Central Asia Tbk
BBNI Bank Negara Indonesia Tbk
BBRI Bank Rakyat Indonesia Tbk
BMRI Bank Mandiri Tbk

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