Equity Funds Lead Investment Performance in Indonesia

Strong November Performance

Equity funds have demonstrated exceptional performance as we approach year-end 2025. According to data from Infovesta, these funds have delivered an average return of 17.32% through November 2025, representing a significant 9.51% month-on-month increase. This robust performance has positioned equity funds as the top-performing investment category in the Indonesian market.

Victoria Prime Equity Fund Highlights

One standout performer is the Victoria Prime Equity Fund managed by PT Victoria Manajemen Investasi (VMI). The fund achieved a remarkable 44.69% return in November, significantly outperforming the broader equity fund average. As of the latest reporting, the fund maintains an aggressive investment strategy with 98.62% of assets allocated to equities, complemented by 1.32% in cash and cash equivalents, and a minimal 0.06% in bonds.

Investment Strategy and Portfolio Composition

The Victoria Prime Equity Fund's investment strategy is characterized by its high equity allocation, typically ranging between 80%-100% of total assets. The fund's portfolio is diversified across various Indonesian companies, with its top holdings including stocks such as APIC, BHAT, BOGA, CASA, BACA, CARE, CNKO, BPTR, BTEK, and ASMI. This concentrated equity position has been the primary driver of the fund's strong performance in recent months.

Market Outlook and Investor Implications

The strong performance of equity funds, led by standout performers like Victoria Prime Equity Fund, suggests that investors are increasingly favoring equity exposure in the current market environment. This trend is likely driven by the potential for continued growth in the Indonesian stock market, although investors should remain cognizant of the associated risks. As the year concludes, market participants will be watching closely to see if this momentum can be sustained into 2026.