According to the investment strategy of the Fund, a minimum of 80% of the total fund value is regularly invested in participation shares of investment funds and exchange-traded funds. The goal of the fund’s diversification strategy is to ensure that the investor acquires stake in the gains from the financial markets. By focusing on different sectors and investment themes, it may invest in stock-focused domestic investment funds and stock-focused domestic and/or foreign exchange-traded funds within the framework of medium and long-term sustainable returns.
When managing the fund portfolio, it is essential to reflect the return in the stock markets, with an appropriate risk distribution. It is aimed to reduce risk by diversification based on geography, sector and investment theme. A balanced distribution, in the long term, of investment funds and exchange-traded funds, which the fund will invest in, is taken into consideration.
The risk value range of the fund will be 5-7. The risk value is calculated according to the regulations of the Capital Markets Board. Fund portfolio distribution is determined continuously and in accordance with said risk value range.
From among the foreign capital market instruments, partnership shares, exchange-traded fund participation shares, and depository receipts are included in the fund portfolio. However, in any case, foreign currency and capital market instruments included in the fund portfolio (including investment funds established in Türkiye with the word “Foreign” in their titles) cannot be equal to or exceed 80% of the total fund value. Also, the money and capital market instruments issued in foreign currency by domestic and foreign issuers included in the fund portfolio (including investment funds established in Türkiye with the word "Foreign Currency" in their titles) cannot be equal to or exceed 80% of the total fund value. The fund may involve exchange rate risk due to investments that may be made in foreign currency and capital market instruments.
In certain periods, the fund may involve foreign exchange risk as it may primarily invest in foreign partnership shares, foreign exchange-traded funds, or domestically established investment funds that invest in foreign currency and capital market instruments.
