富通L印尼基金，一年回報167%

Fortis L Fund Equity Indonesia posted an annual return of 167%


市場上有印尼基金一共五隻, 由五間不同公司營運. 唯富通L印尼基金表現超卓.
該基金經理Alvin Pattisahusiwa稱, 其注意力並不只集中於大型企業, 亦有分佈於不少中小企業, 所以有著更顯著的上升波幅. 他預期今年基金仍可有70%的增長. 另外, 他看好印尼的房地產市場, 認為今年會有20%的增長幅度.


I Money magazine , 2010-03-27, P98-99

Most equity funds started to significantly rally in March 2009. The most eye-catching fund category came to Indonesian equity funds with an annual return of 156.54% on average. Among five Indonesian equity funds available on Hong Kong market, only Fortis L Fund Equity outperformed the average category, with an annual return of 166.58% as of 25 March 2010. Alvin Pattisahusiwa, portfolio manager of the fund, attributed the fund’s stellar performance to its shifting focus from large cap equities to small-to-medium cap ones. Alvin Pattisahusiwa elaborated that they could still spot the valuation gap between leading stocks and second and third liner stocks. However, the fund still holds 7 large-cap stocks of Jakarta Composite index, as its performance has to follow closely to the market, otherwise, it may take on higher risks. Alvin Pattisahusiwa added he would try to keep the turnover rate at 70% this year, rather than at an extreme level. He is also bullish on Indonesia’s property market under a low interest rate environment, as he deems there will be a 20% credit growth this year.