Equity Fund

Great returns on your investments.

Equity Fund Investments

Citibank Equity Fund is the right choice if you are looking for higher returns than other mutual fund products. It is also the right choice if you have a relatively high appetite for risk.

Right for you if:
Equity Fund
Right for you if:
  1. You have tolerance for an investment where the risk level is relatively high.
  2. You would like to invest in a diversified portfolio of stocks.
Product

BNP Paribas Ekuitas

  • Investment Policy as per Fund's prospectus: Minimum 80% in equity and Maximum 20% in money market instrument.
  • Prospectus
  • Fund Fact Sheet

Schroder Dana Istimewa

  • Investment Policy as per Fund's prospectus: Minimum 80% - Maximum 100% in equity and Minimum 0% - Maximum 20% in money market instrument.
  • Prospectus
  • Fund Fact Sheet

BNP Paribas Infrastruktur Plus

  • Investment Policy as per Fund's prospectus: Minimum 80% - Maximum 100% in equity and Minimum 0% - Maximum 20% in fixed income instrument.
  • Prospectus
  • Fund Fact Sheet

BNP Paribas Solaris

  • Investment Policy as per Fund's prospectus: Minimum 80% - Maximum 100% in equity and Minimum 0% - Maximum 20% in fixed income instrument.
  • Prospectus
  • Fund Fact Sheet

First State IndoEquity Peka Fund

  • Investment Policy as per Fund's prospectus: Minimum 80% - Maximum 100% in equity, Minimum 0% - Maximum 20% in fixed income instrument, and Minimum 0% - Maximum 20% in money market instrument.
  • Prospectus
  • Fund Fact Sheet

Schroder 90 Plus Equity Fund

  • Investment Policy as per Fund's prospectus: Minimum 90% - Maximum 100% in equity and min 0% - Maximum 10% in money market instrument.
  • Prospectus
  • Fund Fact Sheet

First State IndoEquity Sectoral Fund

  • Investment Policy as per Fund's prospectus: Minimum 80% - Maximum 100% in equity, Minimum 0% - Maximum 20% in fixed income instrument, and Minimum 0% - Maximum 20% in money market instrument with maturity less than 1 year.
  • Prospectus
  • Fund Fact Sheet

First State IndoEquity High Conviction

  • Investment Policy as per Fund's prospectus: Minimum 80% - Maximum 100% in equity and Minimum 0% - Maximum 20% in fixed income instrument with maturity less than 1 year.
  • Prospectus
  • Fund Fact Sheet

Mandiri Investa Equity Movement

  • Investment Policy as per Fund's prospectus: Minimum 80% - Maximum 100% in equity and Minimum 0% - Maximum 20% in fixed income instrument with maturity less than 1 year and/or time deposit.
  • Prospectus
  • Fund Fact Sheet

BNP Paribas Pesona

  • Investment Policy as per Fund's prospectus: Minimum 80% - Maximum 100% in equity and Minimum 0% - Maximum 20% in fixed income instrument.
  • Prospectus
  • Fund Fact Sheet

First State Indoequity Value Select Fund

  • Investment Policy as per Fund's prospectus: Minimum 80% - Maximum 100% in equity, Minimum 0% - Maximum 20% in fixed income instrument, and Minimum 0% - Maximum 20% in money market instrument with maturity less than 1 year.
  • Prospectus
  • Fund Fact Sheet

First State IndoEquity Opportunities Fund

  • Investment Policy as per Fund's prospectus: Minimum 80% - Maximum 100% in equity, Minimum 0% - Maximum 20% in fixed income instrument, and Minimum 0% - Maximum 20% in money market instrument with maturity less than 1 year and/or time deposit.
  • Prospektus
  • Fund Fact Sheet

Schroder Dana Prestasi Plus

  • Investment Policy as per Fund's prospectus: Minimum 80% - Maximum 100% in equity and Minimum 0% - Maximum 20% in money market instrument.
  • Prospektus
  • Fund Fact Sheet
Benefits
By investing in Citibank Equity Fund, you get:
  • Investments in stocks to earn maximum returns.

  • Optimization of long-term investments by leveraging the growth in the market value of the stock.

Citibank Equity Fund also offers you the following benefits:
  • Diversified investment

    Your investment will be spread across a variety of instruments so as to provide optimum results.

  • Liquidity

    You can sell Citibank's mutual fund products whenever you need cash.

  • Professional Research Team

    We ensure your investment is handled by a professional investment manager supported with a research team that can provide you with money market investment portfolio for optimum results.

FAQs
What is an Equity Fund?

An Equity fund is a mutual fund that has most of its investments in company stocks listed in the stock market.

How to Apply

To invest in mutual funds, please contact the relationship manager at your nearest Citibank branch.

Eligibility Criteria

Due to regulations, we are unable to offer this product to U.S. Citizens.

Disclaimers

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

Investment in the form of Mutual Fund is NOT a Bank Deposit; NOT obligation of; and NOT guaranteed by Citibank, N.A., Citigroup (including its subsidiaries, associates or affiliates); NOT part of third party deposit which is subject to certain terms and is NOT included as object of government guaranteed program. Investment in the form of Mutual Fund is subject to investment risk including possible loss of principal amount invested. Past Performance is not indicative of future results, investment value can go up or down as a result of Net Asset Value (NAV) fluctuation in accordance to market condition and quality of the respective Mutual Fund portfolio. Investors investing in funds denominated in non-local currency should fully aware of the risk of exchange rate fluctuations that may cause a loss of principal. This document does not constitute the dissemination of information, an offer to sell, or a solicitation of an offer to buy Participation Unit in any jurisdiction where, or to any person to whom, it is unlawful to make any such offer or solicitation. Mutual Fund is not offered to US citizen or residence. Investor must obtain and read the relevant Prospectus prior to deciding to invest in Mutual Fund.

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