Fortis Equitra Amanah

A Shariah compliant balanced fund in Indonesia that allows you to achieve potential upside gain from equity investment with a limited downside risk through proprietary risk model (Equitra model).

The application of proprietary risk model allows Fund Manager to do an active allocation method which is projected to maintain the end-of year investment value at minimum of 95% of the NAV set in the beginning of the year.

This fund is suitable for investors with the moderate risk profile with long-term investment horizon.

Fortis Equitra Amanah has been reviewed and approved by Our Central Shariah Committee and local Shariah Supervisory Board. The funds from this Account will only be invested in investment instruments that are in compliance with the Shariah principles.

• Equity upside potential with downside risk limitation.
• Risk management quantitative model which aims to protect the NAV/Unit minimum floor at the end of year, with indicative minimum floor set at 95%.
• Daily subscription and redemption, thus no lock up.
• Investment allocation.
• Managed by reputable investment management with proven outperforming track record.

• Customer must have banking relationship with HSBC or HSBC Amanah
• Customer must have Amanah securities account prior purchasing any amanah mutual funds through Internet Banking.
• Minimum investment and fees:

For more details, please call (+62 21) 5291 4722 or visit your nearest HSBC or HSBC Amanah branch

Investment in the form of mutual fund contains risk. A prospective investor must read and understand the prospectus prior to deciding to invest in a mutual fund. Past performance does not indicate future performance.

HSBC Amanah Shariah and/or members of the HSBC Group (HSBC Holdings Plc and its subsidiaries and associates company or any of its branches) is acting merely in the capacity as selling agent. This investment or insurance product is NOT a bank product (investment in the form of mutual fund is a capital market product) and only distributed by HSBC Amanah Shariah therefore it is not being guaranteed by HSBC Amanah Shariah and/or members of the HSBC Group (HSBC Holdings Plc and its subsidiaries and associates company or any of its branches) and is NOT covered by the Government of Indonesia blanket guarantee program or deposit insurance schemes. This investment or insurance is subject to investment risk including possible loss of principle amount invested. HSBC Amanah Shariah does not give any advice on the investment decision of the prospective investors. The corporate logo of HSBC Amanah Shariah used in any investment or insurance documents merely evidences the distribution agreement between HSBC Amanah Shariah and the third party managing the investment or insurance product. This document does not constitute the dissemination of information, an offer to sell, or solicitation of an offer to buy any investment or insurance product in any jurisdiction where, or to any person to whom, it is unlawful to make any such offer or solicitation.