AP2 ATLAS PORTFÖY BEŞİNCİ SERBEST (TL) FON
AP2 primarily holds hisse senedi. Over the past year it returned 3.44%; 21.7% below official inflation. With an annual 1.05% management fee, it trades in the Serbest Fon category. Launched in 2022, it manages 779M ₺ in assets across 35 investors. (Average position: ~22.2M ₺)
Real -21.7% (after inflation), compared with TÜİK-CPI (32.1%).
- Hisse Senedi 116%
🎯 Declared Strategy
Fona getiri yaratmak ve/veya riskten korunma sağlamak amacıyla fon portföyünde yer alan TL cinsi varlıklarda kaldıraçlı işlem yapılabilir. Bu işlemler içinde forward, vadeli işlem sözleşmeleri, opsiyon, swap, saklı türev araçları, varant, sertifika, ileri valörlü tahvil ve bono işlemleri, repo işlemleri, kredi kullanımı, açığa satış ve diğer kaldıraç yaratan benzeri işlemler yer alabilir.
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Fund Profile
What is the AP2 fund?
AP2 is a mutual fund managed by Atlas Portföy. It is tracked under the code AP2, in the Serbest category.
How has the AP2 fund performed?
It returned 3.44% over the past year, in nominal terms. Adjusted for official inflation (TÜFE), its 1-year real return is -21.7%. Year to date it is -14.0%. Over 3 years it returned 131%.
What does the AP2 fund hold?
Portfolio allocation: Hisse Senedi 116%.
What does the AP2 fund cost?
The annual management fee is 1.05%.
How much withholding tax does the AP2 fund carry?
The estimated withholding rate on gains is 17.5%.
Rates are estimates; consult your tax advisor about your own situation.
Not investment advice
