Schroder 90 Plus Equity Fund

Capturing New World Opportunities

The search for better investment returns in the current disrupted environment can be daunting for investors. The Schroder 90 Plus Equity Fund is an active equity fund with a minimum 90% allocation in stocks, designed to provide long term capital gain and attractive investment return potential by capitalizing the growth of the Indonesian capital market, and capture opportunities in the new economy.

Capture new world opportunities with Schroders today.

Disruption is changing the world & economy

Recent disruptions has added pressures for businesses, but also opened doors for new opportunities. The two main disruptions happening in our economy are:

Technology: Technology is developing rapidly, changing the way businesses operate and reach their customers. Businesses need to continually find ways to offer more efficient and impactful products and services. Industries that have rapidly transformed by technology include the travel and eCommerce, where services have increasingly moved online.

Globally technology continues to develop

The Covid-19 pandemic has sped up technology adoption

Source: BoFA Global Research

Sustainability: The rising awareness of sustainability has also led to another form of disruption. Governments are now seeking more sources of green energy, while corporations are encouraged to not just focus on making profit, but create long-term value by making a positive impact on the planet and society. In Indonesia, there is a slow but sure transition to zero carbon fuel and adoption of greener sources of energy. For example, we are seeing a rising demand for electric vehicles and batteries.

Find out more about Sustainability at Schroders

Indonesia is heading towards cleaner energy

The government is seeking more sources of green energy domestically

Indonesia has started to move to cleaner energy, but the potential is still large.
Total potential 442 GW, compared to installed capacity of 9 GW (2,1%)

Source: Coordinating Ministry of Maritime and Investment

The Covid-19 pandemic has sped up technology adoption

The Covid-19 pandemic has helped speed up technology adoption and prompted change in the behaviours of both businesses and consumers, pushing people to adopt technology earlier.

As the pandemic ensues, Indonesians are spending more time online, where they shop, work and interact, resulting in a surge in new Internet users with a higher likelihood of stickiness. Even after the lockdown, the number of hours spent online by Indonesians remained high, showing a clear change in behaviour.

Covid-19 pandemic has prompted change in behaviours

The pandemic has pushed people to adopt the disruptions earlier

Work from home

Data centers and processing
Cybersecurity
WiFi
Apps and software
Computer and networking
Crisis communications and notifications

eCommerce and logistics

Online retail
Food delivery
Logistics
Automation
Payment

Stay at home economy

Streaming
Video gaming and eSports
Exercise
Telemedicine
Home improvements
Social media

Sources: BoFA Research. As at 31 Dec 2020. For illustration purpose only.

Invest in the future

Invest in the future, in companies that are driving the new economy. Disruption is happening in all market sectors, and it’s happening exponentially, heavily driven by technology.

Business that cannot adapt and survive as their way of business have been disrupted are known as the Disrupted, while those that manage to survive are known as Survivors.

In the disrupted environment, businesses must fight to survive. Only those that are willing to adapt to changes can survive and shape the new economy. These new economy businesses mainly fall under these categories - Disruptors, Enablers and Adaptors – and are the ones that we focus on.

The Disruptor: The innovative company at the forefront of change, and are often the source or cause of disruption. They are the ones who disrupt with new and more efficient ways of doing business.
The Enabler: A company that acts as the conduit for change, whose technology or expertise enables businesses to become more efficient and effective.
The Adaptor: Established companies that are able adapt to new trends and delivers up-to-date products and services.

Why the Schroder 90 Plus Equity Fund?

Capturing new economy opportunities in Indonesia

We are seeing market and economy restructuring happening around the world, including Indonesia. In 1Q21, the JCI was driven by new economy businesses. Among the top drivers are those that either directly or indirectly own operations that are proxy to the new economy, such as digital and tech, or are related to sustainable and green energy.

With Indonesia’s digital economy set to grow, estimating to reach 8.1% of GDP by 2025F, we believe that these new economies will only keep rising.

The Schroder 90 Plus Equity Fund thus aims to optimise investment returns by capturing this new economy opportunity, focusing on adding names under the Disruptors, Enablers, and Adaptors categories.

Potential attractive return through optimised sustainable investments

The fund adopts an active asset allocation strategy for managing risk and volatility. Schroders actively and responsibly manages your investments, conducting extensive research to select the best potential stocks and optimize investment returns. We also incorporate sustainable factors to complement the financial factors in our investment process, to ensure a positive impact and help shape a better future for our society and planet.

Managed by a stable and established team

The fund is managed by a dedicated Schroders Indonesia equity team, who have proven capabilities and expertise in Indonesia’s capital market, with decades of experience through various market cycles. We have direct access to our global network, enabling us to obtain expert information to manage our funds discerningly.

Find out more

Fund brochure

Factsheet

Prospectus

Fund details

How to invest

Individual investor

Please contact our distribution partners.

Institutional investor

Please contact us at +62 21 29655100.

Funds you may also be interested in

Schroder Dana Prestasi

Schroder Dana Prestasi Plus

Schroder Global Sharia Equity Fund USD

Related insights

If you have any questions, please refer to our FAQs.

DISCLAIMER

INVESTMENT IN MUTUAL FUND CONTAIN RISKS, PRIOR TO INVESTING IN MUTUAL FUND, INVESTOR MUST READ AND UNDERSTAND THE FUND PROSPECTUS. PAST PERFORMANCE DOES NOT INDICATE FUTURE PERFORMANCE.

The views and opinions contained herein are those of the author(s) on this page and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds. This material is intended to be for information purposes only and is not intended as promotional material in any respect. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. It is not intended to provide and should not be relied on for accounting, legal or tax advice, or investment recommendations. Reliance should not be placed on the views and information in this document when taking individual investment and/or strategic decisions. Past performance is not a reliable indicator of future results. The value of an investment can goes down as well as up and is not guaranteed. All investments involve risks including the risk of possible loss of principal. Information herein is believed to be reliable, but Schroders does not warrant its completeness or accuracy. Some information quoted was obtained from external sources we consider to be reliable. No responsibility can be accepted for errors of fact obtained from third parties, and this data may change with market conditions. This does not exclude any duty or liability that Schroders has to its customers under any regulatory system. Regions/ sectors shown for illustrative purposes only and should not be viewed as a recommendation to buy/sell. The opinions in this material include some forecasted views. We believe we are basing our expectations and beliefs on reasonable assumptions within the bounds of what we currently know. However, there is no guarantee that any forecasts or opinions will be realised. These views and opinions may change. PT Schroder Investment Management Indonesia, 30th Floor IDX Building Tower 1, Jl. Jend. Sudirman Kav 52-53, Jakarta 12190, Indonesia. PT Schroder Investment Management Indonesia is authorised as Investment Manager and regulated by Indonesian Financial Services Authority (OJK).

Sustainability

Strategic capabilities

Funds

Education

Insights & Research

Media Centre
- Media Contact

Please read the following before proceeding.

MUTUAL FUND CONTAINS RISK. A PROSPECTIVE INVESTOR MUST READ AND UNDERSTAND THE PROSPECTUS PRIOR TO INVEST IN MUTUAL FUND. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE PERFORMANCE.

The information on the following pages is intended solely for use by Indonesia residents.

The funds mentioned are Indonesia-authorised funds and approved for sale or purchase in Indonesia. By proceeding you are representing and warranting that you are either resident in Indonesia or the applicable laws and regulations of your jurisdiction allow you to access the information. In particular, the information is not for distribution and does not constitute an offer to sell or the solicitation of an offer to buy units in Schroder funds in any jurisdiction where such activity is prohibited including the United States of America, for citizens of the United States of America (as such term is defined in Regulation S of the U.S. Securities Act of 1933).

The contents on this website are for information only and without consideration given to the specific investment objective, financial situation and particular needs of any specific person. You may wish to seek advice from a financial advisor before purchasing units of any Schroder fund. In the event that you choose not to seek advice from a financial advisor before investing in any fund, you should consider whether the fund selected is suitable for you.

Past performance and any forecasts are not necessarily indicative of future performance. The value of units and the income from them may fall as well as rise. The funds are subject to investment risks. You should read the relevant prospectus obtainable from this website before investing.

PT Schroder Investment Management Indonesia believes that the information it provides is accurate as at the date of publication, but no warranty of accuracy is given and no liability in respect of any error or omission (including any third party liability) is accepted by Schroders or its affiliates or any director or employee of Schroders or its affiliates. The information is subject to change without notice.

PT Schroder Investment Management Indonesia
30th Floor IDX Building Tower 1
Jl Jend Sudirman Kav 52-53
Jakarta 12190, Indonesia
PT Schroder Investment Management Indonesia is licensed and supervised by Indonesia Financial Services Authority (OJK); and is a member of Asosiasi Perusahaan Reksa Dana Indonesia (APRDI).

Internet Fraud Alert!

The purpose of this message is to highlight the following guidelines, which are designed to protect you.

Always access the Schroders website by typing www.schroders.co.id, to prevent any misdirection by a third party to a bogus website.

Bogus look-alike websites are designed to trick customers into divulging their personal information. Should you encounter a suspicious website claiming to be offered by Schroders, leave it immediately. Do not follow any of the instructions on the website. Instead, report incident at once to the contact number below.

Schroders does not make unsolicited requests for your personal information through e-mail or on the telephone unless you have initiated the contact. If you encounter such an unsolicited request purporting to be from Schroders, please report the incident at once to the contact number shown.

Customer Helpline:+62 21 2965 5100

Select a region

Select a location

Select a site

Retail Investors

Retirement Services

Mutual fund investment

Private Investor

Real Estate

Asset management

Wealth management