Investasi di Pasar Modal:

Saham dan Reksa Dana

#SaatnyaInvestasi
www.poems.co.id

Phillip Securities Indonesia. All Rights Reserved. For internal circulation only.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation.
Phillip Securities Indonesia accepts no liability whatsoever with respect to the use of this document or its contents.
 Struktur Pasar Modal Indonesia

Phillip Securities Indonesia. All Rights Reserved. For internal circulation only.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation.
Phillip Securities Indonesia accepts no liability whatsoever with respect to the use of this document or its contents.
 Macam-macam Investasi di Pasar Modal

SAHAM OBLIGASI REKSA DANA

Saham, obligasi dan reksa dana, dapat diperoleh di pasar modal

Kita perlu berinvestasi di perusahaan

yang memiliki izin resmi dari Otoritas Jasa Keuangan (OJK)

Phillip Securities Indonesia. All Rights Reserved. For internal circulation only.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation.
Phillip Securities Indonesia accepts no liability whatsoever with respect to the use of this document or its contents.
 Macam-macam Investasi di Pasar Modal

SAHAM

Phillip Securities Indonesia. All Rights Reserved. For internal circulation only.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation.
Phillip Securities Indonesia accepts no liability whatsoever with respect to the use of this document or its contents.
 Apa itu Saham?

Saham adalah tanda bukti kepemilikan atas suatu

perusahaan.

“ Dengan membeli saham suatu

perusahaan berarti investor
telah ikut menyertakan modal di
perusahaan tersebut.
”
Phillip Securities Indonesia. All Rights Reserved. For internal circulation only.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation.
Phillip Securities Indonesia accepts no liability whatsoever with respect to the use of this document or its contents.
 Keuntungan Saham

Dividen
Bagian dari laba bersih perusahaan yang dibagikan
kepada pemegang saham.

Umumnya dibagikan 1-2 kali dalam satu tahun

Capital Gain
Selisih antara harga beli dan harga jual,
dimana harga jual > harga beli

Phillip Securities Indonesia. All Rights Reserved. For internal circulation only.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation.
Phillip Securities Indonesia accepts no liability whatsoever with respect to the use of this document or its contents.
 Risiko Saham

Capital Loss
Merupakan kebalikan dari capital gain,
harga jual < harga beli

Risiko Likuidasi
Risiko yang timbul karena perusahaan
mengalami kebangkrutan atau
dibubarkan

Phillip Securities Indonesia. All Rights Reserved. For internal circulation only.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation.
Phillip Securities Indonesia accepts no liability whatsoever with respect to the use of this document or its contents.
 IHSG

Indeks Harga Saham Gabungan (IHSG)

Indeks harga saham adalah indikator atau

cerminan pergerakan harga saham.

Indeks merupakan salah satu pedoman

bagi investor untuk melakukan investasi di
pasar modal, khususnya saham.

Dimana IHSG menggunakan semua

Perusahaan Tercatat sebagai komponen
perhitungan Indeks.

Phillip Securities Indonesia. All Rights Reserved. For internal circulation only.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation.
Phillip Securities Indonesia accepts no liability whatsoever with respect to the use of this document or its contents.
 Struktur Fee Saham

FEE BELI

Contoh :
Ibu Selalu Untung membeli saham INDF sebanyak 10 lot pada harga
Rp 7,000. Dimana fee beli adalah 0.18%. Maka jumlah uang yang
harus dibayar Ibu Selalu Untung adalah

= Nilai Pembelian Saham + Fee Beli

= (10 lot x 100 lembar x Rp 7,000) + (0.18% x Nilai Pembelian
Saham)
= Rp 7,000,000 + (0.18% x Rp 7,000,000)
= Rp 7,000,000 + Rp 12,600
= Rp 7,012,600

Phillip Securities Indonesia. All Rights Reserved. For internal circulation only.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation.
Phillip Securities Indonesia accepts no liability whatsoever with respect to the use of this document or its contents.
 Struktur Fee Saham

FEE JUAL

Contoh :
Ibu Selalu Untung menjual saham INDF sebanyak 10 lot pada harga
Rp 9,000. Dimana fee jual adalah 0.28%. Maka jumlah uang yang akan
diperoleh Ibu Selalu Untung adalah

= Nilai Penjualan Saham - Fee Jual

= (10 lot x 100 lembar x Rp 9,000) - (0.28% x Nilai Penjualan
Saham)
= Rp 9,000,000 - (0.28% x Rp 9,000,000)
= Rp 9,000,000 - Rp 25,200
= Rp 8,974,800

Phillip Securities Indonesia. All Rights Reserved. For internal circulation only.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation.
Phillip Securities Indonesia accepts no liability whatsoever with respect to the use of this document or its contents.
 Membeli Saham

www.poems.co.id | www.poems.web.id

Phillip Securities Indonesia. All Rights Reserved. For internal circulation only.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation.
Phillip Securities Indonesia accepts no liability whatsoever with respect to the use of this document or its contents.
 Order Book

Phillip Securities Indonesia. All Rights Reserved. For internal circulation only.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation.
Phillip Securities Indonesia accepts no liability whatsoever with respect to the use of this document or its contents.
 Cara Beli/Buy

Phillip Securities Indonesia. All Rights Reserved. For internal circulation only.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation.
Phillip Securities Indonesia accepts no liability whatsoever with respect to the use of this document or its contents.
 Cara Jual/Sell

Phillip Securities Indonesia. All Rights Reserved. For internal circulation only.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation.
Phillip Securities Indonesia accepts no liability whatsoever with respect to the use of this document or its contents.
 Stockholding

Phillip Securities Indonesia. All Rights Reserved. For internal circulation only.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation.
Phillip Securities Indonesia accepts no liability whatsoever with respect to the use of this document or its contents.
 Macam-macam Investasi di Pasar Modal

REKSA
DANA

Phillip Securities Indonesia. All Rights Reserved. For internal circulation only.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation.
Phillip Securities Indonesia accepts no liability whatsoever with respect to the use of this document or its contents.
 Apa itu Reksa Dana?

Reksa Dana

“ Wadah yang dipergunakan

untuk menghimpun dana
dari masyarakat (pemodal)
untuk selanjutnya diinvestasikan
dalam portofolio Efek
oleh Manajer Investasi.
”
(UU No. 8 Tahun 1995)

Phillip Securities Indonesia. All Rights Reserved. For internal circulation only.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation.
Phillip Securities Indonesia accepts no liability whatsoever with respect to the use of this document or its contents.
 Tentang Reksa Dana

Reksa Dana:
Investasi Mudah, Risiko Rendah

Membeli Reksa Dana berarti kita berinvestasi di berbagai instrumen investasi:

SAHAM OBLIGASI SURAT-SURAT

BERHARGA LAINNYA

Melalui institusi profesional yang disebut Manajer Investasi

Phillip Securities Indonesia. All Rights Reserved. For internal circulation only.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation.
Phillip Securities Indonesia accepts no liability whatsoever with respect to the use of this document or its contents.
 Mekanisme Reksa Dana

DEPOSITO

OBLIGASI

SAHAM
AGEN MANAGER
PEMODAL INVESTASI
SUN
PENJUAL
dan lain-lain

BANK
KUSTODIAN

Phillip Securities Indonesia. All Rights Reserved. For internal circulation only.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation.
Phillip Securities Indonesia accepts no liability whatsoever with respect to the use of this document or its contents.
 Keuntungan Reksa Dana

Dikelola Profesional, Likuiditas Tinggi

Mempermudah Investor

Tidak Perlu Biaya Besar Efisiensi

Untuk Memulainya Waktu

Transparansi Diversifikasi
Informasi Investasi

Phillip Securities Indonesia. All Rights Reserved. For internal circulation only.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation.
Phillip Securities Indonesia accepts no liability whatsoever with respect to the use of this document or its contents.
 Risiko Reksa Dana

Risiko Menurunnya Nilai Aktiva Bersih (NAB)

Risiko Likuiditas

Risiko Wanprestasi

Phillip Securities Indonesia. All Rights Reserved. For internal circulation only.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation.
Phillip Securities Indonesia accepts no liability whatsoever with respect to the use of this document or its contents.
 Jenis Reksa Dana
RD Saham
(Min. 80% Saham)
RETURN
RD Campuran
(Max. 79% Saham, Obligasi, Pasar
Uang)

RD Pendapatan Tetap
(Min. 80% Obigasi)

Pasar Uang
RD Pasar Uang
(100% Pasar Uang)
Obligasi
Saham

KONSERVATIF MODERAT AGRESIF RISIKO

≤ 1 TAHUN 3 – 5 TAHUN ≥ 5 TAHUN

5% - 7% 8% - 10 % 11% - 16% 17% - 20%
Phillip Securities Indonesia. All Rights Reserved. For internal circulation only.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation.
Phillip Securities Indonesia accepts no liability whatsoever with respect to the use of this document or its contents.
 Perbandingan Reksa Dana & Deposito

Rp 10,8 juta
Rp 10,74 juta

Rp 10,6 juta

Rp 10,4 juta Rp 10,41 juta

Rp 10,2 juta

Rp 10 juta Rp 10 juta

Perbandingan menyimpan uang Rp 10.000.000 selama 1 tahun

Menyimpan uang di rumah (tidak ada return) Rp 10.000.000

Menabung di deposito (bunga 5.25%, pajak atas bunga 20%) Rp 10.414.246
Berinvestasi di salah satu reksa dana pasar uang (return 7.46%) Rp 10.746.000

Phillip Securities Indonesia. All Rights Reserved. For internal circulation only.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation.
Phillip Securities Indonesia accepts no liability whatsoever with respect to the use of this document or its contents.
 Perbandingan Reksa Dana & Deposito

Perbandingan menyimpan uang

Rp 100.000 setiap bulan
selama 30 tahun

Asumsi return Hasil

per tahun

Menyimpan uang di rumah 0% Rp 36.000.000

Menabung di deposito 5.25% Rp 87.181.144

Berinvestasi di salah satu 15% Rp 692.327.961

reksa dana saham

Catatan:
- Angka imbal hasil pada tabel di atas adalah asumsi dan tidak dijamin kepastiannya.
- Asumsi hasil menabung di deposito yang tertera di atas belum termasuk dipotong pajak atas bunga, sebesar 20%/tahun

Phillip Securities Indonesia. All Rights Reserved. For internal circulation only.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation.
Phillip Securities Indonesia accepts no liability whatsoever with respect to the use of this document or its contents.
 Membeli Reksa Dana

www.poems.co.id/ProFunds

Phillip Securities Indonesia. All Rights Reserved. For internal circulation only.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation.
Phillip Securities Indonesia accepts no liability whatsoever with respect to the use of this document or its contents.
 Belajar Reksa Dana

www.reksadanaku.com
Phillip Securities Indonesia. All Rights Reserved. For internal circulation only.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation.
Phillip Securities Indonesia accepts no liability whatsoever with respect to the use of this document or its contents.
 PT Phillip Securities Indonesia

PT Phillip Securities Indonesia berdiri pada tahun 1989 dan merupakan sekuritas ritel asing terpercaya di
Bursa Efek Indonesia (BEI). PT Phillip Securities Indonesia merupakan bagian dari Phillip Capital Group,
yang berkantor pusat di Singapura dan memiliki perwakilan di 16 negara.

Kami menyediakan layanan

keuangan meliputi:
Stocks Mutual Corporate
Fund Finance

“Kami terus berusaha mengembangkan layanan kami dan memberikan yang terbaik”

Our Location – Head Office

PT Phillip Securities Indonesia
ANZ Tower. Level 23B
Jl. Jendral Sudirman Kav. 33A, 10220 Jakarta
(62-21) 57 900 900
customercare@phillip.co.id

Phillip Securities Indonesia. All Rights Reserved. For internal circulation only.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation.
Phillip Securities Indonesia accepts no liability whatsoever with respect to the use of this document or its contents.
 Social Media

facebook.com/TalkToPhillip

twitter.com/TalkToPhillip

Instagram.com/TalkToPhillip

Phillip Securities Indonesia

Phillip Securities Indonesia. All Rights Reserved. For internal circulation only.
Disclaimer: The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to parties outside the presentation.
Phillip Securities Indonesia accepts no liability whatsoever with respect to the use of this document or its contents.
email : customercare@phillip.co.id
www.poems.co.id