Fortis Equitra Amanah

Fortis Equitra Amanah lets you get on with day-to-day life

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.

Fortis Equitra Amanah lets you get on with day-to-day life

• 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.