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    SIGMA GLOBAL  - WEALTH  MANAGEMENT

    For Investors who seek Long Term Investment Security & Stability
    While You are dedicating Your time to grow Your Valuable Business & Career
    We are dedicating our time to grow - Your Precious Wealth & Freedom  
     
  • Financial Services - Global Access US - Europe - Asian market                      Open New Account
     
    Type of Funds
Compositions
Risk
  • Money Market
= Short Term G & C Bonds + MM
80% - 100% Bonds - Short Term < 12 Months
Low
  • Fixed Income
= Bonds / Debts Market
80% - 100% Bonds - Medium & Long Term
Low - Med
  • Protected
= Principal Protected
Bonds, Equity, or Mixed
Low - Med
  • Balanced
= Mixed Bonds & Equity
50% - 70%   Equity + 30% - 50% Bonds
Med - High
  • Equity
= U.S - Europe - Emerging Countries
80% - 100% Equity
High
  • Discretionary / Private Funds
Tailored made for Specific Investor Needs
Low Med High
     
  • Sigma mainly Focus on Safety & Long Term Financial Gain using Conservative approach.
  • Specific Funds Suitable for Specific Type of Investors Only - Please Choose Wisely
     
    Important Government Treasuries Information Link
  • Treasury Bonds - Indonesia
  • Treasury Bonds - U.S.A
   
 
 
 
  • Sigma Global - Mutual Fund Product List
 
  • MM - Money Market Funds  (Short - Medium Term)
 
    Product Name
Product Code
Risk
Order
• IDR-SMM-XD-01
• Low
Buy/Sell
• IDR-SMM-XB-02
• Low-Med
Buy/Sell
    Note
  • Money Market adalah Produk alternatif pengganti Tabungan dan Deposito.
  • Umumnya memiliki bunga lebih tinggi dari deposito, tapi bunga / dividen bervariasi setiap hari
  • Bersifat Likuid & bisa dicairkan kapan saja, karena berisi surat hutang jangka pendek < 12 bulan & SBI
  • Maximum Alokasi adalah 10% - 20% dari capital.Atau sesuaikan dengan kebutuhan dan toleransi resiko
  • Jika mayoritas adalah Surat Hutang Pemerintah, maka Resiko & Return makin rendah
  • Jika mayoritas adalah Surat Hutang Korporasi,    maka Resiko & Return makin tinggi. Pilihlah dengan Bijaksana
 
  • FI - Fixed Income Funds  (Medium - Long Term)
 
    Product Name
Product Code
Risk
Order
• IDR-SFI-XD-01
• Low
Buy/Sell
       
    Note
  • Fixed Income adalah Produk Investasi yang berisi surat utang jangka menengah dan panjang (Obligasi & Bonds)
  • Umumnya memiliki Return lebih tinggi dari Money Market, jika dipegang dalam jangka waktu 6 - 12 bulan atau lebih
  • Beresiko Terbatas, karena harga bergerak dalam range yang Terbatas.
  • Tujuan utama dari Fixed income adalah untuk mendapat pertumbuhan nilai yang tinggi namun stabil jangka panjang
  • Bisa digunakan sebagai sarana membuat tabungan dana pensiun pribadi
  • Jika mayoritas adalah Obligasi Pemerintah, maka Resiko & Return makin rendah
  • Jika mayoritas adalah Obligasi Korporasi,    maka Resiko & Return makin tinggi. Pilihlah dengan Bijaksana
 
 
 
  • FUNDS LIST
Product Name
Code
Start
End
Return
Risk
 
 
Money Market
Money Market
IDR-SMM-
XTK-02
    5 %
Low
 
Fixed Income
Property
IDR-SFI-
MGP-002
2012-AGT
2014-AGT
16 %
Med - High
Fixed Income
Consumer Financing
IDR-SFI-
SFI-005
2012-MAY
2015-JUN
16 %
Med - High
Fixed Income
Auto Financing
IDR-SFI-
SG-FIN-003
2012-APR
2015-APR
24 %
Med - High
Fixed Income
Auto Financing
IDR-SFI-
SG-FIN-004
2012-MAR
2013-APR
30 %
Med - High
Fixed Income
Property
IDR-SFI-
MGP-001
2011-AGT
2013-AGT
16 %
Med - High
Fixed Income
Consumer Financing
IDR-SFI-
SG-FIN-002
2011-JUN
2012-MAR
16 %
Med - High - Closed
Fixed Income
Consumer Financing
IDR-SFI-
SG-FIN-001
2011-MAY
2013-APR
16 %
Med - High - Closed
Fixed Income
Business Financing (Site Parking-1)
IDR-SFI-CP-
RDPT-BDG-BEC-01
2010-JUL
2011-JUN
24 %
Med - High - Closed
Fixed Income
Business Financing (Tools Parking-2)
IDR-SFI-CP-
RDPT-FIN-01
2010-SEP
2011-SEP
18 %
Med - High - Closed
 
Fixed Income
Government Pension Fund - Short Term (3 Months Per Year Nett)
IDR-SFI-
IDPT-001
2012-AGT
2012-OCT
8 % Nett
Low
Fixed Income
GSE (Government Sponsored Enterprise) Micro Financing-02 (18 Months p.a Nett)
IDR-SFI-
XD-RDPT-PNM-02
2011-DEC
2013-MAY
11,5 % Nett
Low
Fixed Income
GSE (Government Sponsored Enterprise) Micro Financing-01 (12 Months p.a Nett)
IDR-SFI-
XD-RDPT-PNM-01
2010-NOV
2011-NOV
10 % Nett
Low - Closed
Fixed Income
GSE (Government Sponsored Enterprise) Housing /Property (12 Months p.a Nett)
IDR-SFI-
XD-RDPT-PRM-01
2010-FEB
2011-FEB
15 % Nett
Low - Closed
Fixed Income
Government Bonds - Swap (3 Months p.a Nett)
IDR-SFI-
-XD-GBOND-FR46
2010-NOV
2011-NOV
9,5 % Nett
Low - Closed
 
Variable Income
Private Joint Venture (Profit Sharing) - Splitted Stone Project
IDR-SG-
PS-001
2012-JUL
  Unlimited
High
Variable Income
Private Joint Venture (Profit Sharing) - Heat Pump System
IDR-SG-
PS-002
2012-AGT
  Unlimited
High
 
 
    ANNUALIZED TOTAL RETURN PERFORMANCE* as of  
    *Performance assumes reinvestment of distributions and Net of taxes, but before charge, unless otherwise stated.
    *Current performance may be lower or higher than the quoted past performance, which cannot guarantee future results. Share
    price, principal value, and return will vary, and you may have a gain or loss when you sell your shares. To obtain the most
    recent month-end performance, visit www.Sigma-Capital-group.com or contact Sigma Advisor.
 
 
 
 
 
  • MM - Money Market Funds  (Short - Medium Term)
. Product Code
Risk
Order
• IDR-SMM-XB-02
• Low-Med
Buy/Sell
 
Money Market - Average Net Return p.a 2012
Jan
Feb
Mar
Apr
May
June
July
Augt
Sept
Oct
Nov
Dec
                       
Money Market - Average Net Return p.a 2011
Jan
Feb
Mar
Apr
May
June
July
Augt
Sept
Oct
Nov
Dec
                       
 
    Asset Allocation & Risk = MODERATE
  5 %
Government
Short Term Treasuries
 
  91 %
Corporate
Short Term Treasuries
Rating A  & Above
  4  %
Money Market
Certificate Deposit & Cash
Government T-Bills (SBI)
      @ More Govt Treasuries
= Less Risk
 
 
    ANNUALIZED TOTAL RETURN PERFORMANCE* as of  
Class C Shares
Inception 04-Nov-2009
 
Return to Investor *p.a
Benchmark
Term Deposit net p.a
    2009 September
     
    2009 October
     
    2009 November
  9.40%
5.20%
    2009 December
  9.40%
5.20%
    Since Inception
     
       
    *Performance assumes reinvestment of distributions and Net of taxes, but before charge.
    *Current performance may be lower or higher than the quoted past performance, which cannot guarantee future results. Share
    price, principal value, and return will vary, and you may have a gain or loss when you sell your shares. To obtain the most
    recent month-end performance, visit www.Sigma-Capital-group.com or contact Sigma Advisor.
 
 
 
 
 
  • MM - Money Market Funds  (Short - Medium Term)
. Product Code
Risk
Order
• IDR-SMM-XD-01
• Low
Buy/Sell
 
Money Market - Average Net Return p.a 2010
Jan
Feb
Mar
Apr
May
June
July
Augt
Sept
Oct
Nov
Dec
6.0%
                     
Money Market - Average Net Return p.a 2009
Jan
Feb
Mar
Apr
May
June
July
Augt
Sept
Oct
Nov
Dec
                       
 
    Asset Allocation & Risk = CONSERVATIVE
  70 %
Government
Short Term Treasuries
 
  24 %
Corporate
Short Term Treasuries
Rating A  & Above
  6  %
Money Market
Certificate Deposit & Cash
Government T-Bills (SBI)
      @ More Govt Treasuries
= Less Risk
      @ More Corp Treasuries
= Higher Risk
 
    ANNUALIZED TOTAL RETURN PERFORMANCE* as of  31-Dec-2009
Class C Shares
Inception 16-Jun-2009
 
Return to Investor *p.a
Benchmark
Term Deposit net p.a
    2009 September
  8.50%
5.20%
    2009 October
  8.50%
5.20%
    2009 November
  7.50%
5.20%
    2009 December
  6.50%
5.20%
    Since Inception
     
       
    *Performance assumes reinvestment of distributions and Net of taxes, but before charge.
    *Current performance may be lower or higher than the quoted past performance, which cannot guarantee future results. Share
    price, principal value, and return will vary, and you may have a gain or loss when you sell your shares. To obtain the most
    recent month-end performance, visit www.Sigma-Capital-group.com or contact Sigma Advisor.
 
 
 
 
  • FI - Fixed Income Funds  (Short Term)
. Product Code
Risk
Order
• IDR-SFI-CP-BEC-01
• Med
Buy/Sell
 
Fixed Income - Average Net Return p.a 2011
Jan
Feb
Mar
Apr
May
June
July
Augt
Sept
Oct
Nov
Dec
            24%
         
Fixed Income - Average Net Return p.a 2010
Jan
Feb
Mar
Apr
May
June
July
Augt
Sept
Oct
Nov
Dec
            24%
         
 
    Asset Allocation & Risk = CONSERVATIVE
  0 %
Government
Treasuries
 
  100 %
Corporate
Treasuries
Rating A  & Above
  0  %
Money Market
Certificate Deposit & Cash
Government T-Bills (SBI)
         
 
    ANNUALIZED TOTAL RETURN PERFORMANCE* as of  30-Sep-2011
Class A Shares
Inception 01-Jul-2010
 
Return to Investor *p.a
Benchmark
Corp-Bonds net p.a
    2010 July
  24%
8.00%
    2011 July
  24%
8.00%
       
       
    Since Inception
  24%
 
       
    *Performance assumes reinvestment of distributions and Net of taxes, but before charge.
    *Current performance may be lower or higher than the quoted past performance, which cannot guarantee future results. Share
    price, principal value, and return will vary, and you may have a gain or loss when you sell your shares. To obtain the most
    recent month-end performance, visit www.Sigma-Capital-group.com or contact Sigma Advisor.
 
 
 
 
 
 
 
  • FI - Fixed Income Funds  (Short Term)
. Product Code
Risk
Order
• IDR-SFI-CP-FIN-01
• Med
Buy/Sell
 
Fixed Income - Average Net Return p.a 2011
Jan
Feb
Mar
Apr
May
June
July
Augt
Sept
Oct
Nov
Dec
            18%
         
Fixed Income - Average Net Return p.a 2010
Jan
Feb
Mar
Apr
May
June
July
Augt
Sept
Oct
Nov
Dec
            18%
         
 
    Asset Allocation & Risk = CONSERVATIVE
  0 %
Government
Treasuries
 
  100 %
Corporate
Treasuries
Rating A  & Above
  0  %
Money Market
Certificate Deposit & Cash
Government T-Bills (SBI)
         
 
    ANNUALIZED TOTAL RETURN PERFORMANCE* as of  30-Sep-2011
Class A Shares
Inception 01-Jul-2010
 
Return to Investor *p.a
Benchmark
Corp-Bonds net p.a
    2010 August
  18%
8.00%
    2011 September
  18%
8.00%
       
       
    Since Inception
  18%
 
       
    *Performance assumes reinvestment of distributions and Net of taxes, but before charge.
    *Current performance may be lower or higher than the quoted past performance, which cannot guarantee future results. Share
    price, principal value, and return will vary, and you may have a gain or loss when you sell your shares. To obtain the most
    recent month-end performance, visit www.Sigma-Capital-group.com or contact Sigma Advisor.
 
 
 
 
 
 
  • FI - Fixed Income Funds  (Medium - Long Term)
. Product Code
Risk
Order
• IDR-SFI-XD-01
• Low-Med
Buy/Sell
 
Fixed Income - Average Net Return p.a 2010
Jan
Feb
Mar
Apr
May
June
July
Augt
Sept
Oct
Nov
Dec
13.0%
                     
Fixed Income - Average Net Return p.a 2009
Jan
Feb
Mar
Apr
May
June
July
Augt
Sept
Oct
Nov
Dec
                      18.5%
 
    Asset Allocation & Risk = CONSERVATIVE
  95 %
Government
Treasuries
 
  0 %
Corporate
Treasuries
Rating A  & Above
  5  %
Money Market
Certificate Deposit & Cash
Government T-Bills (SBI)
         
 
    ANNUALIZED TOTAL RETURN PERFORMANCE* as of  31-Dec-2009
Class A Shares
Inception 23-Oct-2009
 
Return to Investor *p.a
Benchmark
Term Deposit net p.a
    2009 September
    5.20%
    2009 October
    5.20%
    2009 November
    5.20%
    2009 December
  18.50%
5.20%
    Since Inception
     
       
    *Performance assumes reinvestment of distributions and Net of taxes, but before charge.
    *Current performance may be lower or higher than the quoted past performance, which cannot guarantee future results. Share
    price, principal value, and return will vary, and you may have a gain or loss when you sell your shares. To obtain the most
    recent month-end performance, visit www.Sigma-Capital-group.com or contact Sigma Advisor.
 
 
 
 
 
  • FI - Fixed Income Funds  (Medium - Long Term)
. Product Code
Risk
Order
• IDR-SFI-XD-01
• Low-Med
Buy/Sell
 
Fixed Income - Average Net Return p.a 2010
Jan
Feb
Mar
Apr
May
June
July
Augt
Sept
Oct
Nov
Dec
13.0%
                     
Fixed Income - Average Net Return p.a 2009
Jan
Feb
Mar
Apr
May
June
July
Augt
Sept
Oct
Nov
Dec
                      18.5%
 
    Asset Allocation & Risk = CONSERVATIVE
  95 %
Government
Treasuries
 
  0 %
Corporate
Treasuries
Rating A  & Above
  5  %
Money Market
Certificate Deposit & Cash
Government T-Bills (SBI)
         
 
    ANNUALIZED TOTAL RETURN PERFORMANCE* as of  31-Dec-2009
Class A Shares
Inception 23-Oct-2009
 
Return to Investor *p.a
Benchmark
Term Deposit net p.a
    2009 September
    5.20%
    2009 October
    5.20%
    2009 November
    5.20%
    2009 December
  18.50%
5.20%
    Since Inception
     
       
    *Performance assumes reinvestment of distributions and Net of taxes, but before charge.
    *Current performance may be lower or higher than the quoted past performance, which cannot guarantee future results. Share
    price, principal value, and return will vary, and you may have a gain or loss when you sell your shares. To obtain the most
    recent month-end performance, visit www.Sigma-Capital-group.com or contact Sigma Advisor.
 
 
 
 
 
 
  • FI - Fixed Income - Discretionary Bonds Funds ( Class = 100% Government Sponsored Enterprise Bonds )
 

    Fixed Income - Discretionary Bonds funds - is Suitable for High Net Worth Investor

  • Current Opening

  • SIGMA-C-BONDS-BUMN-PRM-JAN-10 .   Yield  14 - 15% p.a  
    (10 Investor Only : Funds Start January 2010)
    Registration = Contact your nearest Sigma Representative

  • Full 100% Indonesia Government Sponsored Enterprise (BUMN) Bonds.
    Corporate Bonds Indonesian GSE
    For Large Capital Investor Only
    Duration = 12 Months

  • Maximum Capital Allocation for Corp Bonds is 20% depending on your risk profile

  • Placement Amount = Please Call the Advisor
  • Confirmation =
 
 
    Asset Composition
  100 %
GSE (BUMN)
MTN
 
         
         
         
     
    @ note : GSE carries higher risk than ordinary Government Bonds
     
    @ note :
         
 
 
 
 
 
  • Previous Sigma -  Fixed Income - Discretionary Funds (Class = 100% Government Sponsored Enterprise Bond)
 
GSE Bonds - Return p.a 2010
Jan
Feb
Mar
Apr
May
June
July
Augt
Sept
Oct
Nov
Dec
      15%
    15%
    15%
   
 
 
 
 
 
 
  • Previous Sigma -  Fixed Income - Discretionary Bonds Funds ( Class = 100% Government Treasury Bonds )
 
Treasury Bonds - Return p.a 2009
Jan
Feb
Mar
Apr
May
June
July
Augt
Sept
Oct
Nov
Dec
        11.77%
11.77%
11.77%
         
 
   
  • SIGMA-IND-G-BONDS-JUL-09  
    FR44 (Closed 01-Jul-2009)

  • 100% Protected Govt Bonds.
  • Return 10-11.50% p.a.
     
  • SIGMA-IND-G-BONDS-JUN-09-N3  
    FR46 (Closed 05-Jun-2009)

  • 100% Protected Govt Bonds.
  • Return 10-11.50% p.a.
  • SIGMA-IND-G-BONDS-MAY-09-N2  
    FR46 (Closed 27-May-2009)

  • 100% Protected Govt Bonds.
  • Return 10-11.50% p.a.
  • SIGMA-IND-G-BONDS-MAY-09-N1  
    FR46(Closed 20-May-2009)

  • 100% Protected Govt Bonds.
  • Return 10-11.50% p.a.
 
 
 
 
    ANNUALIZED TOTAL RETURN PERFORMANCE* as of  Sept-2009
Class C Shares
Inception Jun-2009

Return before charge p.a*

Return to Investor Net p.a*
Benchmark
Term Deposit net p.a
    1 Month
11.765%
10.000%
5.95%
    2 Months
11.765%
10.000%
5.74%
    3 Months
11.765%
10.000%
5.20%
       
    Since Inception*
11.765%
10.000%
 
    Illustration
    Start Amount
    Start Date
    End Date

    Days
    End Amount
    Return*

= 10,000,000,000 IDR
= 05-June-2009
= 03-Sept-2009 (Maturity)

=  90
=  10,290,088,638
=
+ 290,088,637
   
 
  *Performance does Not account for Taxes. Total Return is projected up to the fund closing date.
*Current performance may be lower or higher than the quoted past performance, which cannot guarantee future results. Share price,
principal value, and return will vary, and you may have a gain or loss when you sell your shares. To obtain the most recent month-end
performance, visit www.Sigma-Capital-group.com or contact Sigma Advisor.
 
 
 
    Call to consult with Sigma Wealth Team
 
 
 
  • Asset Class
 
  • Asset Allocation
Conservative
Balanced
Growth & Income
Growth
Growth Equity
 
  • Asset Class Risk Assesment
 
Government Bonds
Corporate Bonds
Mid Cap Equity
Small Cap
Low Risk
 
 
 
 
 
 
High Risk
Cash
 
Municipal Bonds
Large Cap Equity
International Equity
 
 
 
> Read: Risk Disclosure