Bank Mandiri Markets Trimegah Asset Management Mutual Funds

Livin Mandiri (Photo: Doc. Antara)

JAKARTA - PT Bank Mandiri (Persero) Tbk (BMRI) marketed mutual funds from PT Trimegah Asset Management which can be accessed through the Livin' Investment feature in SuperApp Livin' By Mandiri.

Bank Mandiri Senior Vice President Wealth Management Sista Pravesthi said, through this collaboration Bank Mandiri customers can buy Money Market Fund Reksa (TRIM Cash 2 Class B) products for customers who have a conservative risk profile.

"Then the Fixed Income Plan Mutual Fund (Trimegah) for customers who have a moderate risk profile and a Share Fund Mutual (TRIM Kapital) for customers who have an aggressive risk profile," Sista told the media, Thursday, August 10.

Sista added, this latest mutual fund product will complement the type of investment product for Wealth Management customers in accordance with the risk tolerance and expectations of an increase in value from the investment portfolio.

"With this collaboration, we hope that customers can seize opportunities, maximize financial planning, and diversify their investment portfolios in their hands anywhere and anytime," continued Sista.

Sista stated that with the advantages of Livin' by Mandiri services, the number of users of the Livin' Investment feature grew by almost 120 percent year to date (ytd) with nearly 400,000 active users reaching as of July 2023. Of this amount, more than 70 percent are new investors.

Signed directly by the President Director of Trimegah Asset Management Antony Dirga, these three mutual fund products have been marketed since early August 2023 and are already available in the Livin' by Mandiri application investment feature.

In addition to making it easier for customers to transact, Bank Mandiri's investment also allows customers to monitor investment performance in real-time.

"Our qualified mutual fund products, combined with the existence of a strong Bank Mandiri in the banking industry, will allow us to reach a wider audience. Along with efforts to educate customers about the benefits of investment from mutual funds that are managed professionally," said Antony.

The Trimegah Fixed Income Plan and Trim Kapital have become two mutual flagship funds Trimegah Asset Management in the asset class with moderate and aggressive risk levels. The Trimegah Fixed Income Plan is a fixed income fund with unique product characteristics.

Because this product provides three benefits in one product, namely investment, periodic income, and life protection.

First, this product provides the potential growth in investment value from rising bond prices.

Second, customers will get regular cash flow through the distribution of investment proceeds in the form of cash dividends which will be distributed every quarter. Third, this product is equipped with life insurance services with free premiums without medical check-ups for customers who meet the requirements.

Meanwhile, Trim Kapital is a mutual stock fund launched in 1997 and has gone through various market cycles. A maximum of 90 percent of the portfolio will be invested in equity instruments with actively managed management combining indexing strategies and stock momentum.

This is one of the keys to supporting mutual fund performance that beats the benchmark of the Composite Stock Price Index (IHSG).

Evidently, as of the end of July 2023, Trim Kapital managed to record a yield of 10.66 percent in the past year.

In fact, the JCI only posted a yield of -0.28 percent in the same period. This is in accordance with the objectives of the Capital TRIM Fund Reksa to be able to provide potential performance above the JCI to customers in the long term.