20240813_BTPN_Laporan Informasi dan Fakta Material_31704936_lamp3.pdf

Furthermore, assets under management (AUM) or gross domestic product

(GDP) in Indonesia is among the lowest at 3.7% (compared to the average

figure in ASEAN that reaches double digits). Moreover, according to the latest

data released by the Financial Services Authority (OJK), as of August 2024,

financial inclusion dropped to 75.0% (vs. 2022: 85.1%) despite an increase in

literacy to 65.4% (vs. 2022: 49.7%).


This condition underscores the importance of the collaboration between PT

Bank BTPN Tbk (Bank BTPN) and investment manager Syailendra Capital to

enhance capital market literacy and inclusion, particularly in mutual funds. This

partnership is marked with the onboarding of Syailendra Capital as one of the

investment managers accessible on the application of Jenius from Bank BTPN.


Syailendra Capital's Chief Executive Officer, Fajar R. Hidayat, said, "The

growing number of mutual fund investors indicates a positive trend. This should

be welcomed by industry players through, among them, a collaboration and

the provision of investment services that are easily accessible, safe, and

reliable. This is the driving force behind the collaboration between Syailendra

Capital and Bank BTPN."


Jenius users can access five flagship mutual fund investment products from

Syailendra Capital, namely:


 1.   Syailendra Dana Kas, categorized as a Money Market Mutual Fund (RDPU),

      is intended for investors with a conservative risk profile due to the

    product's minimal volatility, making it ideal for short-term investment

    targets (1 year) due to its high liquidity.


 2. Syailendra Pendapatan Tetap Premium (SPTP), categorized as a Fixed-

    Income Mutual Fund (RDPT), focuses on allocating 80%—100% of funds to

    Debt Securities (Bonds) issued by the Government or Corporations. As of

    June 28, 2024, 63% of the funds were allocated to Corporate Bonds. This

    product is ideal for medium to long-term investment time horizons.


 3. Syailendra Fixed Income Fund (SFIF), also categorized as a Fixed-Income

    Mutual Fund (RDPT), allocates 80%—100% of funds to Government Bonds

    (SUN), Sukuk, and Corporate Bonds. As of June 28, 2024, 94.5% of the

    portfolio was focused on government bonds.


 4. Syailendra MSCI Value Index Fund (SMSCI) Class A, categorized as an

    index mutual fund that refers to the MSCI index, comprises undervalued

    (misprice) stocks with the potential to deliver optimal long-term

    performance. As of June 28, 2024, 56% of the funds were allocated to the

    banking sector (big banks).


 5. Syailendra Equity Opportunity Fund (SEOF) Class A, categorized as an

    equity mutual fund managed with a concentration strategy to achieve

    returns exceeding the JCI (IHSG).


"Bank BTPN is committed to providing comprehensive financial solutions and

services to various customer segments with the support of digital technology,"

said Bank BTPN's Deputy President Director, Darmadi Sutanto.

"Therefore, we consistently select the investment products available on our

platform for our customers. Syailendra Capital meets the investment needs of

our customers, considering its track record of over 17 years, consistent product

performance exceeding benchmarks, and relevant product variations,"

Darmadi added.


Users interested in purchasing Syailendra Capital mutual fund products can

access the 'Investment' feature in the Jenius app. The initial capital required to

invest in Syailendra Capital mutual fund products is affordable, starting from

Rp10,000.


Users also can easily monitor their portfolio performance by accessing the

Wealth page on the Jenius application. Here, information such as the total

investment owned (Total Investment) and return information in rupiah, along

with its percentage value (Total Investment Return), can be monitored directly

in the application.


This collaboration is also part of Jenius's 8th anniversary celebration, themed

"Hoki Go Lucky." Every user who purchases Syailendra Capital mutual fund

products for a minimum of Rp1,000,000 through the Jenius app will receive a

cashback of Rp88,888. This offer is only available to the first 888 fastest users

and is provided to selected users who make transactions throughout August.


Certified Financial Planner Aline Wiratmaja added, "Collaboration between

industry players like this should be welcomed positively as these parties have

taken active steps in providing easy access to investing. Massive education

efforts are also necessary so that Indonesians can have better financial literacy,

avoiding online gambling practices or other fraudulent investment schemes."


                                       ***


About Syailendra Capital


Syailendra Capital is an independent investment manager with no affiliation

with any business group. For over a decade, Syailendra has steadfastly

maintained its independence from specific business affiliations to deliver the

best investment products to its partners.


Syailendra Capital offers mutual funds for a wide range of investor profiles. To

provide an optimal investment experience, Syailendra collaborates with

various partners, including local and international banks, leading securities

firms, fintech companies closely associated with millennials, and the largest

marketplaces in Indonesia. All these efforts are made to provide broad access

to the public, fostering an inclusive economic environment that reaches all

segments of society.




For further information please contact:


PT Bank BTPN Tbk


Andrie Darusman – Communications & Daya Head


Email: andrie.darusman@btpn.com or corporate.communications@btpn.com

Bank BTPN in brief


PT Bank BTPN Tbk (Bank BTPN) is a foreign exchange bank and is a merger

between PT Bank Tabungan Pensiunan Nasional Tbk (BTPN) and PT Bank

Sumitomo Mitsui Indonesia (SMBCI) in February 2019. Bank BTPN serves various

segments in the banking industry, from retail to corporate customers, including

retirees, micro-, small- and medium-sized enterprises (MSME) and productive

underprivileged communities; the consuming class segment; and the

corporate segment. Bank BTPN provides the services through business units,

such as BTPN Sinaya—a business unit for wealth management, BTPN Purna

Bakti—a business serving retirees, BTPN Micro Business—a business unit serving

microbusinesses, BTPN Business Banking—a business serving small- and

medium-sized enterprises, Jenius—a digital banking platform serving the

consuming class segment, and the corporate business unit, which serves

national, multinational, and Japanese companies. Bank BTPN also has a

subsidiary, namely PT Bank BTPN Syariah Tbk, which focuses on serving

productive underprivileged customers. Bank BTPN also regularly provides

training sessions and information for customers through the Daya Program—a

sustainable and measurable empowerment program—to improve customers’

capacity so they can grow and have a chance to live better.