Daily Market Wrap

June 18, 2026

18 June 2026

NEWS

• America : Wall Street declined (Dow -0.98%, Nasdaq -1.34%, S&P 500 -1.21%) after the Fed kept its policy rate unchanged at 3.75% but signaled a more hawkish stance. The 10-year U.S. Treasury yield rose to 4.49%, while strong May retail sales data (+0.9%) reinforced expectations that interest rates will remain higher for longer, putting pressure on technology and growth stocks.
  
• Asia :  Asian markets were mixed (China SSE +0.40%, Hang Seng -0.74%, Nikkei 225 +0.72%, KOSPI +1.58%), supported by the weaker yen and hopes for stability following the Hormuz deal. However, gains were capped by interest rate expectations and concerns over China’s economic recovery. Investors remained cautious ahead of the Fed meeting outcome.

MARKET UPDATE

• The JCI closed down 0.55% at 6,220, pressured by profit-taking in large-cap stocks. Investors adopted a wait-and-see approach ahead of the Fed’s FOMC meeting, Bank Indonesia’s Board of Governors Meeting (June 18), the MSCI Global Market Accessibility Review (June 19), the FTSE index rebalancing (June 19), and the MSCI Annual Market Classification Review (June 24). Rupiah depreciation also weighed on domestic risk appetite.
  
• Bond market: The 10-year Indonesian government bond (SUN) yield fell to 6.88%, supported by positive sentiment from expectations that the Fed will keep rates unchanged, Bank Indonesia’s hawkish stance, and continued foreign inflows. However, the decline in yields remained limited by global risks, inflation concerns, and uncertainty surrounding capital flows. Despite the decline, yields remained elevated, reflecting concerns over Indonesia’s fiscal outlook and domestic inflation prospects.

Source : Bloomberg, Infovesta --- DISCLAIMER : INVESTMENT IN MUTUAL FUNDS INVOLVES RISKS. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. BEFORE INVESTING, PLEASE CAREFULLY READ AND UNDERSTAND THE PROSPECTUS. This document was prepared by PT KB Valbury Asset Management based on information from reliable sources. PT KB Valbury Asset Management does not guarantee the accuracy, adequacy or completeness of the information and materials provided. PT KB Valbury Asset Management Indonesia is not responsible for any legal and financial consequences arising from actions taken based on this document, whether suffered by any person or party.

Daily Market Wrap

June 15, 2026

15 June 2026

NEWS

• America : Wall Street advanced (Dow +0.70%, Nasdaq +0.31%, S&P 500 +0.50%), driven by optimism over a potential U.S.–Iran peace agreement, which pressured oil prices lower and supported positive sentiment toward the technology and AI sectors. Although May PPI rose 6.5% YoY, risk-on sentiment remained intact ahead of the FOMC meeting. The U.S. 10-year Treasury yield increased to 4.48% amid expectations that interest rates will remain higher for longer.
  
• Europe : The STOXX 600 gained 1.88%, supported by easing Iran-related risks, declining oil prices, strength in the technology and banking sectors, and the ECB’s policy decision, which was in line with market expectations and helped sustain investor optimism.
  
• Asia :  Asian markets rallied (China SSE +1.12%, Hang Seng +1.93%, Nikkei 225 +2.81%, KOSPI +4.63%) after Trump stated that a U.S.–Iran peace agreement could potentially be signed by the end of the week, easing concerns over global energy supply disruptions and pushing oil prices lower. Markets were also supported by expectations of a rebound in the AI and technology sectors, as well as strong Chinese export data.

MARKET UPDATE

• The JCI rose 2.07% to 6,007, driven by a rebound in commodity-related sectors following expectations of a U.S.–Iran peace agreement and the decline in oil prices. The market was further supported by rupiah stabilization after Bank Indonesia’s off-cycle rate hike, as well as expectations of improved government budget efficiency, including the MBG program. However, investors remained cautious amid continued foreign capital outflows.
  
• Bond market: The 10-year Indonesian government bond (SUN) yield declined to 7.36%, supported by government bond purchases by Bank Indonesia and the Bond Stabilization Fund, as well as positive sentiment surrounding Danantara’s global bond issuance. Lower oil prices and strong domestic buying interest also supported the bond market, although fiscal risks and rupiah volatility continued to limit further yield declines.

Source : Bloomberg, Infovesta --- DISCLAIMER : INVESTMENT IN MUTUAL FUNDS INVOLVES RISKS. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. BEFORE INVESTING, PLEASE CAREFULLY READ AND UNDERSTAND THE PROSPECTUS. This document was prepared by PT KB Valbury Asset Management based on information from reliable sources. PT KB Valbury Asset Management does not guarantee the accuracy, adequacy or completeness of the information and materials provided. PT KB Valbury Asset Management Indonesia is not responsible for any legal and financial consequences arising from actions taken based on this document, whether suffered by any person or party.

Daily Market Wrap

June 11, 2026

11 June 2026

NEWS

• America : Wall Street declined sharply (Dow -1.87%, Nasdaq -1.98%, S&P 500 -1.62%) as investors reacted to a combination of escalating geopolitical tensions in the Middle East and a surge in U.S. inflation, with CPI rising to 4.2% YoY, the highest level in three years. Retaliatory attacks between the two countries pushed oil prices higher and lifted the 10-year U.S. Treasury yield to 4.55%, while also reducing expectations for near-term Federal Reserve rate cuts.
  
• Asia :  Asian markets weakened (China SSE -0.42%, Hang Seng -0.64%, Nikkei 225 -1.89%, KOSPI -4.52%) amid risk-off sentiment driven by the escalation of the U.S.–Iran conflict, rising oil prices, and inflation concerns. Profit-taking in technology stocks and caution ahead of U.S. inflation data further weighed on market performance.

MARKET UPDATE

• The JCI rose 2.71% to 5,902, supported by a stronger rupiah, Bank Indonesia’s interest rate hike, and positive sentiment surrounding state-owned enterprise (SOE) share buyback plans. All sectors closed higher, led by the transportation sector (+4.51%), while trading value reached IDR 19.94 trillion, reflecting improving investor confidence. However, foreign investors remained net sellers with net outflows of IDR 2.75 trillion, primarily from banking stocks. Despite the rebound, profit-taking risks remain a key concern.
  
• Bond market: The 10-year Indonesian government bond (SUN) yield declined to 7.31%, supported by rupiah stability following the BI Rate hike and strong domestic demand at the government bond auction. Nevertheless, the bond market continues to face headwinds from uncertainty surrounding global interest rates, ongoing Middle East tensions, and rising short-term yields due to the attractiveness of SRBI instruments. Investors are closely watching upcoming U.S. inflation data for further clues on the future direction of Federal Reserve policy.

Source : Bloomberg, Infovesta --- DISCLAIMER : INVESTMENT IN MUTUAL FUNDS INVOLVES RISKS. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. BEFORE INVESTING, PLEASE CAREFULLY READ AND UNDERSTAND THE PROSPECTUS. This document was prepared by PT KB Valbury Asset Management based on information from reliable sources. PT KB Valbury Asset Management does not guarantee the accuracy, adequacy or completeness of the information and materials provided. PT KB Valbury Asset Management Indonesia is not responsible for any legal and financial consequences arising from actions taken based on this document, whether suffered by any person or party.

Daily Market Wrap

June 10, 2026

10 June 2026

NEWS

• America : Wall Street closed mixed (Dow +0.17%, Nasdaq -0.97%, S&P 500 -0.26%) as investors rotated from technology stocks into defensive sectors and took profits in AI-related shares. Trump's remarks regarding an alleged Iranian attack on a U.S. helicopter triggered a market sell-off, although hopes for a U.S.–Iran agreement and the reopening of the Strait of Hormuz helped ease oil prices. Investors are also closely monitoring the potential OpenAI IPO ahead of upcoming U.S. inflation data. Meanwhile, the 10-year U.S. Treasury yield declined to 4.52% amid increased demand for safe-haven assets.
  
• Asia :  Asian markets were mixed (China SSE +1.28%, Hang Seng -0.37%, Nikkei 225 +2.17%, KOSPI +8.18%). Gains were driven by a rebound in technology stocks and easing concerns over Middle East tensions. Sentiment was further supported by expectations of an improvement in China's economic outlook, although investors remained cautious about elevated U.S. interest rates, global inflation pressures, and ongoing market volatility.

MARKET UPDATE

• The JCI rebounded 7.57% to 5,746, supported by bargain hunting in large-cap stocks, planned share buybacks by state-owned banks (Himbara), and Bank Indonesia’s decision to raise its benchmark rate to 5.50%. A stronger rupiah and easing Iran–Israel tensions also provided support to market sentiment, although geopolitical risks, rupiah volatility, and foreign capital outflows remain key concerns for investors.
  
• Bond market: The 10-year Indonesian government bond (SUN) yield rose to 7.37%, reflecting a higher risk premium amid continued foreign fund outflows. The BI Rate hike also contributed to bond repricing, but it is viewed positively for maintaining rupiah stability and attracting foreign inflows. Going forward, bond market performance will remain heavily influenced by the rupiah, foreign fund flows, and global interest rate trends, leading many investors to maintain a wait-and-see stance.

Source : Bloomberg, Infovesta --- DISCLAIMER : INVESTMENT IN MUTUAL FUNDS INVOLVES RISKS. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. BEFORE INVESTING, PLEASE CAREFULLY READ AND UNDERSTAND THE PROSPECTUS. This document was prepared by PT KB Valbury Asset Management based on information from reliable sources. PT KB Valbury Asset Management does not guarantee the accuracy, adequacy or completeness of the information and materials provided. PT KB Valbury Asset Management Indonesia is not responsible for any legal and financial consequences arising from actions taken based on this document, whether suffered by any person or party.

Daily Market Wrap

May 21, 2026

21 May 2026

NEWS

• America : Wall Street advanced (Dow +1.31%, Nasdaq +1.54%, S&P 500 +1.08%) driven by declining oil prices and optimism over the de-escalation of the U.S.–Iran conflict, which eased inflation concerns. Technology stocks led the gains ahead of NVIDIA’s earnings report, while the U.S. 10Y Treasury yield fell to 4.59%, supporting growth and AI-related stocks.
  
• Asia :  Asian markets were mixed (China SSE -0.18%, Hang Seng -0.57%, Nikkei 225 -1.23%, KOSPI -0.86%) amid rising global bond yields, elevated inflation, and U.S.–Iran tensions. Japan was pressured by the surge in 10Y JGB yields, fueling expectations of further BoJ tightening, while Hong Kong declined due to profit-taking in technology stocks despite support from the semiconductor sector. China also weakened after the PBoC kept the Loan Prime Rate (LPR) unchanged.

MARKET UPDATE

• The JCI closed down 0.82% at 6,318, led by a sharp decline in the basic materials sector (-4.67%) following Bank Indonesia’s decision to raise the BI Rate to 5.25% to stabilize the Rupiah. Commodity sentiment was also pressured by discussions surrounding a single-gate natural resources export policy and weakness in heavyweight stocks, although the Rupiah strengthened after the BI decision.
  
• Bond market: Indonesia’s 10Y government bond yield (SUN 10Y) rose to 6.80% due to market repricing following the BI Rate hike to 5.25%, which narrowed the SUN–UST spread. Sentiment was further weighed down by fiscal concerns after President Prabowo Subianto commented on Indonesia’s low state revenue-to-GDP ratio, although the stronger Rupiah helped limit the increase in yields.

Source : Bloomberg, Infovesta --- DISCLAIMER : INVESTMENT IN MUTUAL FUNDS INVOLVES RISKS. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. BEFORE INVESTING, PLEASE CAREFULLY READ AND UNDERSTAND THE PROSPECTUS. This document was prepared by PT KB Valbury Asset Management based on information from reliable sources. PT KB Valbury Asset Management does not guarantee the accuracy, adequacy or completeness of the information and materials provided. PT KB Valbury Asset Management Indonesia is not responsible for any legal and financial consequences arising from actions taken based on this document, whether suffered by any person or party.

Daily Market Wrap

May 20, 2026

20 May 2026

NEWS

• America : Wall Street weakened (Dow -0.65%, Nasdaq -0.84%, S&P 500 -0.67%) due to risk-off sentiment driven by renewed U.S.–Iran tensions, persistently high oil prices, and rising UST yields, with the UST 10Y climbing to 4.67%. Concerns over inflation and higher-for-longer interest rates further pressured the market, with the technology sector hit the hardest ahead of NVIDIA’s earnings amid a global bond sell-off.
  
• Asia :  Asian markets were mixed (China SSE +0.92%, Hang Seng +0.48%, Nikkei 225 -0.44%, KOSPI -3.25%). China and Hong Kong markets strengthened on stimulus expectations, while Japan and Korea were pressured by profit-taking, yen appreciation, and foreign outflows. Markets were also overshadowed by Middle East tensions, rising global yields, and weak China data, although pressure from oil prices eased after the postponement of the U.S. attack plan on Iran.

MARKET UPDATE

• The JCI closed lower at 6,370 (-3.46%) due to a broad sell-off triggered by rumors regarding the establishment of a strategic commodity export agency, which raised concerns over pressure on corporate margins. The basic materials, energy, and transportation sectors were the most heavily affected, compounded by MSCI rebalancing and the rupiah weakening to a record low ahead of the Bank Indonesia decision, with consensus expecting the BI Rate to rise to 5% to maintain rupiah stability.
  
• Bond market: The Indonesia 10Y government bond yield rose to 6.75% due to rupiah weakness, which increased risk premiums and expectations of a BI Rate hike, triggering a repricing of the SUN yield curve. Rising UST yields, elevated energy prices, and expectations of persistently high Fed rates also narrowed the Indonesia–U.S. yield spread and encouraged foreign outflows.

Source : Bloomberg, Infovesta --- DISCLAIMER : INVESTMENT IN MUTUAL FUNDS INVOLVES RISKS. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. BEFORE INVESTING, PLEASE CAREFULLY READ AND UNDERSTAND THE PROSPECTUS. This document was prepared by PT KB Valbury Asset Management based on information from reliable sources. PT KB Valbury Asset Management does not guarantee the accuracy, adequacy or completeness of the information and materials provided. PT KB Valbury Asset Management Indonesia is not responsible for any legal and financial consequences arising from actions taken based on this document, whether suffered by any person or party.

Daily Market Wrap

May 19, 2026

19 May 2026

NEWS

• America : Wall Street closed mixed (Dow +0.32%, Nasdaq -0.51%, S&P 500 -0.07%) amid a risk-off sentiment triggered by the escalation of U.S.–Iran tensions and the surge in oil prices, which pushed the U.S. 10Y Treasury yield up to 4.59%, pressuring growth and technology stocks. The decline was exacerbated by profit taking ahead of Nvidia’s earnings release and inflation concerns that increased expectations of a more hawkish Fed stance, prompting rotation into defensive sectors.
  
• Asia :  Asian markets closed mixed (China SSE -0.09%, Hang Seng -1.11%, Nikkei 225 -0.97%, KOSPI +0.31%) due to escalating U.S.–Iran geopolitical tensions following Trump’s warning to Iran, raising concerns over potential disruptions to global oil supply. Sentiment was further pressured by slowing global economic growth, China’s weak recovery, and continued U.S.–China uncertainty, which triggered capital outflows. Markets remained cautious ahead of further Fed signals and geopolitical developments.

MARKET UPDATE

• The JCI fell to 6,599 (-1.85%) due to selling pressure from rupiah weakness and MSCI rebalancing-related outflows. The weaker rupiah fueled speculation of a potential BI Rate hike, compounded by negative sentiment surrounding the removal of HSC shares from the FTSE Russell index effective June 2026, as well as heightened U.S.–Iran tensions that triggered a broader risk-off sentiment and rising oil prices. Market volatility remains elevated.
  
• Bond market: Indonesia’s 10Y government bond yield (SUN 10Y) rose to 6.75% amid escalating U.S.–Iran tensions, global inflation concerns, and rising U.S. Treasury yields, prompting foreign investors to reduce SBN holdings to below 12.75%. Despite expectations of BI intervention, potential rate hikes, and the Bond Stabilization Fund, investors remain cautious amid rupiah volatility and ongoing global uncertainty.

Source : Bloomberg, Infovesta --- DISCLAIMER : INVESTMENT IN MUTUAL FUNDS INVOLVES RISKS. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. BEFORE INVESTING, PLEASE CAREFULLY READ AND UNDERSTAND THE PROSPECTUS. This document was prepared by PT KB Valbury Asset Management based on information from reliable sources. PT KB Valbury Asset Management does not guarantee the accuracy, adequacy or completeness of the information and materials provided. PT KB Valbury Asset Management Indonesia is not responsible for any legal and financial consequences arising from actions taken based on this document, whether suffered by any person or party.

Daily Market Wrap

May 13, 2026

13 May 2026

NEWS

• America : Wall Street closed mixed (Dow +0.11%, Nasdaq -0.71%, S&P 500 -0.16%) as markets were pressured by April U.S. inflation rising to 3.8% YoY (the highest since May 2023 and above expectations), reinforcing the Fed’s “higher for longer” outlook. The 10-year U.S. Treasury yield climbed to 4.46%, while surging oil prices due to escalating U.S.–Iran tensions weighed on technology stocks and triggered rotation into defensive sectors.
  
• Asia :  Asian markets were mixed (China SSE -0.25%, Hang Seng -0.22%, Nikkei 225 +0.52%, KOSPI -2.29%) amid profit taking and risk-off sentiment driven by Middle East tensions, rising oil prices, and concerns over U.S. inflation. Investors are awaiting the Trump–Xi meeting in Beijing on May 13–15 following discussions between U.S. and Chinese delegations in South Korea regarding trade and Iran-related issues, alongside speculation over Putin’s potential visit to China on Monday (May 18).

MARKET UPDATE

• The JCI fell 0.68% to 6,858 due to pressure from the May 2026 MSCI rebalancing sentiment, rupiah weakness reaching a record low, and rising Middle East tensions. The market is anticipating potential foreign outflows following the MSCI announcement (removal of AMMN, BREN, TPIA, DSSA, CUAN, AMRT, with no new stock additions).
  
• Bond market: The 10-year Indonesian government bond (SUN) yield rose to 6.69% amid selling pressure caused by rupiah weakness, concerns over MSCI-related outflows, and rising global yields. Nevertheless, volatility remained relatively contained, supported by solid domestic fundamentals, manageable inflation, and continued strong demand from domestic institutional investors.

Source : Bloomberg, Infovesta --- DISCLAIMER : INVESTMENT IN MUTUAL FUNDS INVOLVES RISKS. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. BEFORE INVESTING, PLEASE CAREFULLY READ AND UNDERSTAND THE PROSPECTUS. This document was prepared by PT KB Valbury Asset Management based on information from reliable sources. PT KB Valbury Asset Management does not guarantee the accuracy, adequacy or completeness of the information and materials provided. PT KB Valbury Asset Management Indonesia is not responsible for any legal and financial consequences arising from actions taken based on this document, whether suffered by any person or party.

Publication

Valbury Money Market I Emerges As Champion

26 February 2026

PT KB Valbury Asset Management has once again received recognition for its outstanding performance as an Investment Manager by winning an award at the Best Mutual Fund Awards 2026. The event was held on Wednesday, February 25, 2026, at Hotel Habitate, Jakarta. At the event, the Valbury Money Market I Mutual Fund successfully won an award in the 5-Year Money Market Fund Category for funds with assets ranging from IDR 10 billion to IDR 100 billion. This award serves as proof of the fund’s consistent performance and its disciplined, well-measured investment management strategy over the past five years.

Publication

Promotion

23 December 2025

Promotion Terms & Conditions :

1. Minimum purchase of KB Valbury Asset Management Mutual Fund equivalent to IDR 1,000,000 will get a Bonus of IDR 100,000 if the participants meet all the terms and conditions of the program.
2. Valid for Valbury Prime Dynamic Equity Mutual Fund products.
3. Purchases of Mutual Funds for this promotion program can only be made on January 5-9, 2026 and must be through BRAVO.
4. Participants who do not make redemption transactions during the program period (5-30 January 2026) will get a maximum participation unit bonus of Rp. 100,000 (One Hundred Thousand Rupiah).
5. Participants who make redemption transactions during the program period (5-30 January 2026) are considered to have failed and are not entitled to bonuses.
6. The promotion is valid for the first 100 customers (new customers with no investment history)
7. The promotion is not valid for KB Valbury Asset Management’s employees.
8. The bonus is in the form of Valbury Prime Dynamic Equity mutual fund participation units.
9. The bonus will be given, no later than 7 working days after the end of the promotion program.
10. Taxes on the bonus received by the customer are borne by the Prize Recipient in accordance with applicable tax provisions.
11. This promotion cannot be combined with other promotions.

General Conditions :

1. Prizes are non-transferable.
2. The decision of PT KB Valbury Asset Management in determining the winner is absolute and cannot be contested.
3. KBVAM reserves the right to disqualify and cancel any bonus if there are indications of abuse of any form by participants and/or violations of terms and conditions.
4. KBVAM may change or terminate the promo and it’s terms and conditions at any time without prior notice.
5. This policy is effective from 5 January 2026 and if there are any changes it will be further confirmed.
6. Provisions that have not been listed in this circular letter (if any) will be regulated later.

Publication

PLAN OF AMENDMENT KIK & PROSPECTUS OF MUTUAL FUND KBVAM

01 December 2025

ANNOUNCEMENT OF PLANNING TO CHANGE COLLECTIVE INVESTMENT CONTRACTS ("KIK") AND PROSPECTUS OF MUTUAL FUNDS MANAGED BY PT KB VALBURY ASSET MANAGEMENT

PT KB Valbury Asset Management, as Investment Manager of:

1. VALBURY STABLE GROWTH FUND;
2. VALBURY INVESTASI BERIMBANG FUND;
3. VALBURY LIQUID FUND;
4. VALBURY MONEY MARKET I FUND; and
5. VALBURY PRIME DYNAMIC EQUITY FUND.

(hereinafter collectively referred to as "KB VALBURY MUTUAL FUNDS")
intends to announce planned changes to the Investment Cooperative Investment Fund (KIK) and Prospectus of KB VALBURY MUTUAL FUNDS, with the following details :

I. Planned changes to the Investment Cooperative Investment Fund (KIK) and Prospectus of KB VALBURY MUTUAL FUNDS

1. Change of the Investment Manager's name from "PT Valbury Capital Management" to "PT KB Valbury Asset Management";
2. Change of the name of KB VALBURY MUTUAL FUNDS in connection with the change of the Investment Manager's name as referred to in point 1) above;
3. Additional information on the Auto-debit mechanism for periodic payments for Participation Unit purchases of KB VALBURY MUTUAL FUNDS by KB VALBURY MUTUAL FUNDS Unit Holders.
4. Additional payment methods for purchasing Participation Units in VALBURY MUTUAL FUNDS by Unit Holders can be made through a Virtual Account;
5. Additional information that payment for purchasing Participation Units in VALBURY MUTUAL FUNDS into VALBURY MUTUAL FUNDS accounts can be made by transfer via electronic means, including payment gateways and QRIS (Quick Response Code Indonesian Standard), as long as it complies with applicable laws and regulations;
6. Updated correspondence addresses for the Investment Manager for all VALBURY MUTUAL FUNDS, except for the VALBURY LIQUID FUND.
7. Changes to the Composition of the Board of Directors and Investment Management Team of the Investment Manager; and
8. Adjustments to the provisions in the KIK and Prospectus to the Laws and Regulations of the Financial Services Authority ("POJK"), including the following:

• Law Number 4 of 2023, dated January 12, 2023, concerning the Development and Strengthening of the Financial Sector;
• OJK Regulation Number 17/POJK.04/2022, dated September 1, 2022, concerning the Guidelines for Investment Manager Conduct;
• OJK Regulation Number 4 of 2023, dated March 30, 2023, concerning the Second Amendment to OJK Regulation 23/POJK.04/2016 concerning Mutual Funds in the Form of Collective Investment Contracts;
• OJK Regulation Number 8 of 2023, dated June 14, 2023, concerning the Implementation of Anti-Money Laundering, Counter-Terrorism Financing, and Counter-Proliferation of Weapons of Mass Destruction Programs in the Financial Services Sector;
• OJK Regulation Number 22 of 2023, dated December 22, 2023, concerning OJK Regulation Concerning Consumer and Community Protection in the Financial Services Sector;
• OJK Regulation Number 22/POJK.04/2017 dated June 21, 2017, concerning Securities Transaction Reporting; and
• OJK Regulation Number 33 of 2024 dated December 19, 2024, concerning the Development and Strengthening of Investment Management in the Capital Market;
• OJK Regulation Number 56/POJK.04/2020 dated December 3, 2020, concerning Mutual Fund Reporting and Accounting Guidelines (specifically for VALBURY INVESTMENT BALANCED MUTUAL FUNDS and VALBURY MONEY MARKET I MUTUAL FUNDS);
• OJK Regulation Number 31/POJK.07/2020 dated April 22, 2020, concerning the Provision of Consumer and Public Services in the Financial Services Sector by the Financial Services Authority (specifically for VALBURY INVESTMENT BALANCED MUTUAL FUNDS and VALBURY MONEY MARKET I MUTUAL FUNDS);
• OJK Regulation Number 18/POJK.07/2018 dated September 10, 2018 concerning Consumer Complaints Services in the Financial Services Sector (specifically for VALBURY INVESTMENT BALANCED MUTUAL FUNDS and VALBURY MONEY MARKET I MUTUAL FUNDS); and
• OJK Regulation Number 61/POJK.07/2020 dated December 14, 2020 concerning Alternative Dispute Resolution Institutions in the Financial Services Sector (specifically for VALBURY INVESTMENT BALANCED MUTUAL FUNDS and VALBURY MONEY MARKET I MUTUAL FUNDS).

Publication

Resolving Investment Disputes in the Right Way: Getting to Know LAPS SJK

04 November 2025

As part of our commitment to transparency and investor protection, we support dispute resolution mechanisms through the Financial Services Sector Alternative Dispute Resolution Institution (LAPS SJK).
LAPS SJK is an independent institution licensed and supervised by the Financial Services Authority (OJK), which functions to assist in the fair, swift, and out-of-court resolution of disputes between consumers and financial service providers—including investment management companies.

The existence of LAPS SJK is regulated in OJK Regulation (POJK) Number 61/POJK.07/2020 concerning the Alternative Dispute Resolution Institution for the Financial Services Sector, which forms the legal basis for the implementation of non-litigation dispute resolution processes in the financial services industry.
Services Provided

• Mediation: dispute resolution by facilitating dialogue between disputing parties to reach a mutually beneficial agreement through a negotiation process between the disputing parties.
• Arbitration: resolution of civil disputes through an arbitrator's decision outside of the general court system based on an Arbitration Agreement made in writing by the disputing parties.
• Binding Opinions: Provision of professional views on differences in interpretation in the implementation of agreements, for example regarding: interpretation of unclear provisions; additions or changes to provisions related to the emergence of new circumstances; or regarding certain legal relationships of an agreement.

Through LAPS SJK, customers have an easily accessible and reliable dispute resolution channel, while companies can maintain their integrity, professionalism, and investor confidence.
For more information, visit the official website www.lapssjk.id.

Source : http://www.lapssjk.id

Publication

Cuan Challenge

09 July 2025

Program Terms & Conditions:

1. Promotion applies to new, existing and KB group employees
2. Customers who wish to participate in the CUAN CHALLENGE program are required to register in advance through the link available: bit.ly/joincuanchallenge
3. For those who are interested in participating in the CUAN CHALLENGE program but are not yet KB Valbury Asset Management customers, they can open a mutual fund account online through BRAVO (https://bravo.valbury.co.id) or manually fill out a mutual fund account opening form before registering as a CUAN CHALLENGE program participant.
4. Participants who have registered must make a subscription every month consecutively for 12 months, starting from the month when registering a minimum of Rp, 500,000, - (five hundred thousand rupiah).
5. Products that are included in the CUAN CHALLENGE program are Mutual Fund Products: Valbury Money Market I
6. Participants who do not make a subscription in 1 month or more during the regular investment period, will be disqualified.
7. Participants who do not make redemptions and successfully complete the Cuan Challenge program for 12 months will get a participation unit bonus of Rp. 150,000 (one hundred and fifty thousand rupiah).
8. The bonus will be given after each participant's periodic investment program ends in the form of mutual fund participation units (maximum 14 working days).
9. Taxes on bonuses received by customers are borne by KB Valbury Asset Management in accordance with applicable tax regulations.
10. Participants who have completed the Cuan Challenge program and have not made redemptions in the following 3 months will get an additional bonus of Rp.50,000 (fifty thousand rupiah).

General Conditions:

1. Prizes are non-transferable
2. The decision of PT KB Valbury Asset Management (KBVAM) in determining the winner is absolute and cannot be contested.
3. KBVAM has the right to disqualify and cancel the bonus if there are indications of misuse by participants and / or violations of the terms and conditions.
4. KBVAM may change or terminate the promo and terms and conditions at any time without prior notice.
5. This policy is effective as of August 01, 2025 and if there are any changes will be informed further.
6. Provisions that have not been listed in this circular will be regulated later.

Publication

Having Fund with Telkom University by MNC Securities & KB Valbury AM

02 November 2024

MNC Sekuritas dan KB Valbury AM Gandeng Mahasiswa Universitas Telkom Belajar Investasi Reksa Dana

BANDUNG, iNews.id - MNC Sekuritas merupakan perusahaan sekuritas yang aktif dan konsisten dalam menggelar kegiatan edukasi pasar modal untuk menciptakan investor yang berkualitas.

Salah satu bukti komitmen pengembangan investor pasar modal Tanah Air adalah konsistensi Perseroan dalam melakukan edukasi pasar modal, termasuk dalam rangka Bulan Inklusi Keuangan (BIK) dan Gerakan Nasional Cerdas Keuangan (GENCARKAN) MNC Sekuritas bersama KB Valbury Asset Management kembali berkolaborasi dalam menggelar edukasi reksa dana dalam rangkaian acara Having Fund 2024.

Kali ini edukasi dilaksanakan di Telkom University, Bandung pada Kamis (13/10/2024). Pemaparan materi disampaikan oleh General Manager KB Valbury Asset Management Dede Surjadi dan Senior Marketing Mutual Fund MNC Sekuritas Wesly Andri.

General Manager KB Valbury Asset Management Dede Surjadi mengatakan bahwa saat ini para mahasiswa ataupun karyawan yang baru mulai bekerja, harus mengenal dan paham mengenai investasi.

Hal ini diperlukan agar daya beli yang dimiliki tidak tergerus oleh inflasi dengan adanya imbal hasil yang optimal dengan risiko yang terukur.

“Untuk jangka panjang, pemahaman investasi sangat diperlukan untuk mempersiapkan kebebasan finansial bagi setiap individu di masa depan,” ujar Dede.

Wakil Dekan I Bidang Akademik Fakultas Ekonomi dan Bisnis Telkom University Deannes Isynuwardhana, PhD dalam keterangannya menyampaikan bahwa mahasiswa dan mahasiswi perlu untuk diberikan literasi dan informasi mengenai pasar modal.

“Harapannya kami ingin kegiatan seperti ini terus berlanjut sehingga mahasiswa-mahasiswi dapat memahami seperti apa pentingnya pasar modal,” tutur dia.

Nikmati layanan investasi saham dan reksa dana dari #MNCSekuritas dengan segera unduh aplikasi MotionTrade dan jelajahi seamless experience.

Aplikasi MotionTrade dapat diunduh di Google PlayStore dan Apple AppStore dengan link unduh onelink.to/motiontrade. MNC Sekuritas, Invest with The Best!

Editor: Puti Aini Yasmin

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Artikel ini telah diterbitkan di halaman inews.id pada Sabtu, 02 November 2024 - 11:44:00 WIB oleh Tim iNews.id dengan judul "MNC Sekuritas dan KB Valbury AM Gandeng Mahasiswa Universitas Telkom Belajar Investasi Reksa Dana". Untuk selengkapnya kunjungi:
https://www.inews.id/finance/bisnis/mnc-sekuritas-dan-kb-valbury-am-gandeng-mahasiswa-universitas-te...

Publication

Having Fund with Mercu Buana University by MNC Securities & KB Valbury AM

30 October 2024

JAKARTA - MNC Sekuritas merupakan perusahaan sekuritas yang aktif dan konsisten dalam menggelar kegiatan edukasi pasar modal untuk menciptakan investor yang berkualitas. Salah satu bukti komitmen pengembangan investor pasar modal Tanah Air adalah konsistensi Perseroan dalam melakukan edukasi pasar modal, termasuk dalam rangka Bulan Inklusi Keuangan (BIK) dan Gerakan Nasional Cerdas Keuangan (GENCARKAN).

MNC Sekuritas bersama KB Valbury Asset Management memberikan edukasi reksa dana kepada lebih dari 100 mahasiswa Universitas Mercu Buana , Kampus Menteng pada Selasa (29/10/2024). Adapun materi edukasi disampaikan oleh General Manager KB Valbury Asset Management Dede Surjadi dan Head of Mutual Fund MNC Sekuritas Agustina Endah.

Dalam pemaparannya, General Manager KB Valbury Asset Management Dede Surjadi menjelaskan bahwa berinvestasi berbeda dengan menabung. Uang kehilangan nilainya seiring dengan berjalannya waktu karena dipengaruhi oleh inflasi. Untuk melawan inflasi maka perlu berinvestasi, khususnya investasi pada reksa dana yang dikelola oleh para profesional.

“Mulai disiplin menyisihkan uang untuk berinvestasi reksa dana, bahkan berinvestasi reksa dana bisa dengan harga yang terjangkau di aplikasi MotionTrade, dengan imbal hasil yang lumayan dan risiko yang terukur!” jelasnya.

Kepala Galeri Investasi Universitas Mercu Buana Menteng Riska Rosdiana dalam sambutannya menyampaikan terima kasih kepada MNC Sekuritas dan KB Valbury Asset Management. Menurutnya, acara ini adalah sarana agar mahasiswa dapat mengelola keuangan melalui reksa dana, yang tentunya sangat cocok untuk investor pemula.

"Selamat mengikuti seminar ini, saya mewakili jajaran Universitas Mercu Buana Menteng berharap acara ini dapat berjalan dengan lancar. Kami berharap seminar ini bisa memberikan inspirasi bagi mahasiswa untuk lebih aktif dalam berinvestasi pasar modal," ucap Riska.

Nikmati layanan investasi saham dan reksa dana dari #MNCSekuritas dengan segera unduh aplikasi MotionTrade dan jelajahi seamless experience. Aplikasi MotionTrade dapat diunduh di Google PlayStore dan Apple AppStore dengan link unduh onelink.to/motiontrade.

MNC Sekuritas, Invest with The Best!

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Artikel ini telah diterbitkan di halaman SINDOnews.com pada Rabu, 30 Oktober 2024 - 11:10 WIB oleh Anto Kurniawan dengan judul "MNC Sekuritas dan KB Valbury AM Gelar Edukasi Reksa Dana di Universitas Mercu Buana". Untuk selengkapnya kunjungi:
https://ekbis.sindonews.com/read/1480639/178/mnc-sekuritas-dan-kb-valbury-am-gelar-edukasi-reksa-dan...

Publication

Having Fund with STIE Tri Bhakti by MNC Securities & KB Valbury AM

25 October 2024

JAKARTA - MNC Sekuritas merupakan perusahaan sekuritas yang aktif dan konsisten dalam menggelar kegiatan edukasi pasar modal untuk menciptakan investor yang berkualitas. Salah satu bukti komitmen pengembangan investor pasar modal Tanah Air adalah konsistensi Perseroan dalam melakukan edukasi pasar modal, termasuk dalam rangka Bulan Inklusi Keuangan (BIK) dan Gerakan Nasional Cerdas Keuangan (GENCARKAN).

MNC Sekuritas dan KB Valbury Asset Management menggelar kegiatan edukasi reksa dana "Having Fund 2024" di STIE Tri Bhakti pada Kamis (24/10/2024). Materi edukasi disampaikan langsung oleh Direktur KB Valbury Asset Management Dede Surjadi dan Senior Marketing Mutual Fund MNC Sekuritas Wesly Andri. Antusiasme peserta terlihat dari ±150 mahasiswa yang turut hadir mengikuti kegiatan ini.

Direktur KB Valbury Asset Management, Dede Surjadi mengatakan, bahwa para mahasiswa dan juga para pekerja muda Indonesia perlu pemahaman yang tepat mengenai investasi di pasar modal Indonesia, khususnya investasi pada reksa dana.

“Melalui acara Having Fund 2024 ini, kami memaparkan pentingnya disiplin dan komitmen dalam berinvestasi dengan nilai yang masih terjangkau oleh para investor pemula. Kami memperkenalkan pula produk reksa dana yang cocok untuk tujuan tersebut, dimana produk tersebut dapat diperoleh melalui MotionTrade dari MNC Sekuritas,” ujar Dede.

Rektor STIE Tri Bhakti Drs.Widayatmoko, MM., M.Ikom dalam keterangan tertulisnya menerangkan, bahwa kolaborasi antara MNC Sekuritas dan STIE Tri Bhakti dilakukan untuk terus mengedukasi dan meningkatkan literasi pasar modal.

"Kami berharap agar mahasiswa lebih mengenal berbagai instrumen pasar modal, sehingga dapat membuka akses dan kesempatan mahasiswa untuk menjadi investor di pasar modal," tulis Widayatmoko.

Nikmati layanan investasi saham dan reksa dana dari #MNCSekuritas dengan segera unduh aplikasi MotionTrade dan jelajahi seamless experience. Aplikasi MotionTrade dapat diunduh di Google PlayStore dan Apple AppStore dengan link unduh onelink.to/motiontrade .

MNC Sekuritas, Invest with The Best!

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Artikel ini telah diterbitkan di halaman SINDOnews.com pada Kamis, 24 Oktober 2024 - 16:27 WIB oleh Anto Kurniawan dengan judul "Mahasiswa STIE Tri Bhakti Antusias Ikuti Edukasi Having Fund oleh MNC Sekuritas & KB Valbury AM". Untuk selengkapnya kunjungi:
https://ekbis.sindonews.com/read/1477915/178/mahasiswa-stie-tri-bhakti-antusias-ikuti-edukasi-having....