Bahana Dana Ekuitas Prima is one of Bahana TCW’s premier mutual funds focused on the use of alpha seeking strategies in maximising investor returns. Through a combination of sector rotation and asset allocation prioritising mid cap stocks with substantial growth potential, the fund has over the years outperformed the Jakarta Composite Index in establishing itself as an aggressive avenue for investment that maintains Bahana’s trademark measured approach centred on prudence. The fund invests between 80-100% of its assets in equity and the remaining 0-20% in money market instruments.

With a YTD of 26.09% as of 4th August 2014 despite investor uncertainty linked to Indonesia’s post presidential election climate, Bahana Dana Ekuitas’ success can be attributed to Bahana TCW’s leading market analysis and familiarity with local businesses. Prior to making any investment decision, the company’s investment team employs a four-step process that entails sectoral analysis and fundamental screening before moving on to portfolio construction and monitoring/rebuilding. Such close attention to detail serves Bahana’s clients well in guaranteeing secure financial planning as it pertains to the advantageous allocation of resources.