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HomeMandiri Global Sharia Equity Dollar Kelas A

Mandiri Global Sharia Equity Dollar Kelas A

Latest Price NAV

USD
1.28
as of
12/Sep/23

Objective

Fund aims to provide attractive long-term investment rate of return in US Dollar denomination, by investing in foreign Sharia equity securities portfolio listed in Sharia Securities List. The fund will invest with the composition 80-100% in Syariah equity and 0-20% in Syariah bonds and/or Syariah money market and/or Syariah deposits. Fund will invest in Foreign Securities minimum 51%.

Key Facts

Launch Date :
4/Aug/16
Asset Type :
Base Currency :
Total Net Asset (USD M) :
76.06
Benchmark :
Index is not available on Lipper Database
Dividend Type :
N.A
Income Distribution :
Retained
Total Expense Ratio % :
3.56
Geographical Focus :
Global
Shariah Compliant
Shariah

Performance

3 Yrs Performance

-4.08

5 Yrs Performance

2.59

10 Yrs Performance

N.A

Top Holdings

1.
Microsoft
8.55
%
2.
Amazon.Com
4.67
%
3.
Meta Platforms Inc-class A
3.96
%
4.
Mastercard Inc-Class A
3.65
%
5.
Nvidia
3.22
%
6.
Uber Technologies Inc
3.1
%
7.
Relx PLC
2.71
%
8.
Nestle Sa-Reg
2.7
%
9.
Coca-Cola Co/The
2.64
%
10.
Cadence Design Sys Inc
2.51
%

Portfolio Composition

1.
Uniited States of America
60.61
%
2.
Other
18.25
%
3.
Japan
5.19
%
4.
South Korea
4.81
%
5.
France
4.75
%

Transaction Information

Annual Charges

Minimum Charge :
N.A
Maximum Charge:
2.5

Initial Charges

Minimum Charge :
N.A
Maximum Charge :
2
Actual Charge :
N.A

Redemption Charges

Minimum Charge :
N.A
Maximum Charge:
2
Actual Charge :
N.A

Contact

Company Name:
PT Mandiri Manajemen Inv
Website :
mandiri-investasi.co.id