Discretionary fund / fund administration agreement or mandate is a type of Securities portfolio management that is designed to suit the needs of certain investors. This was made based on a bilateral and individual agreement, with accordance to OJK regulation.
We currently manage over 90 unit trust funds / mutual funds regionally and over 100 corporate and institutional accounts. Our capabilities encompass both actively and passively managed portfolios.
We are a fundamental based house with a regionally integrated fixed income team of 17 investment professionals of Portfolio Managers and Credit Analysts in Kuala Lumpur, Singapore, Jakarta & Bangkok.
With years of credit experience and a proven track record, we combine our market insights, investment ideas and rigorous methodology to deliver consistent fixed income performance to our valued clients. Our stringent credit selection is not only based on standard ratings but we ensure that we exercise further credit refinement, internally.
Geographically, our fixed income breadth & depth covers:
- Asia-Pacific ex-Japan
- ASEAN
- Single Country: Malaysia, Indonesia, Singapore & Thailand
- ASEAN Sukuk, Asian Sukuk & Global Sukuk
Our investment management capabilities to manage your mandates based on our fixed income approach and methodology include:
- Conventional / Shariah-compliant / Ethical
- Income Repatriation according to client’s requirements
- Other considerations depending on nature of client’s business and goals
Our process is focused on the early identification of fundamental change
We believe alpha is generated from disciplined portfolio construction with superior stocks with the following characteristics:
- Improving and sustainable business fundamentals
- Attractive relative valuations
- Increasing investor expectations
We make country, sector & tactical cash-equity calls.
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.
PT Principal Asset Management is registered and monitored by Otoritas Jasa Keuangan (OJK)
© 2025 PT Principal Asset Management
