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BTG ROTA PORTFÖY YÖNETİMİ A.Ş. BİRİNCİ FİNTECH GİRİŞİM SERMAYESİ YATIRIM FONU Rota Portföy

Girişim Sermayesi Yatırım Fonları
 
 
 
-0.03% past month
Summary

BTG primarily holds hisse senedi. Over the past year it returned 41.4%; 7.06% above official inflation. It manages 198M ₺ in assets across 2 investors. (Average position: ~98.9M ₺)

NOMINAL RETURN · 1Y
+41.4%
CPI 32.1%
USD 16.8%

Real +7.06% (after inflation), compared with TÜİK-CPI (32.1%).

Fund Size
198M ₺
Total portfolio value
Net Flow
0 ₺
monthly net in/out
Management Fee
—
Charged from the fund whether you gain or lose.
Max Expense Ratio
—
Annual cap for all expenses.
Withholding
%0–17,5
Varies by holding period.
Withholding — By Holding Period
  • 2 yıldan az tutulursa 17.5%
  • 2 yıldan çok tutulursa 0.00%
No withholding on the gain when a REIF/VCIF is held for 2 years or more.
HS100%
  • Hisse Senedi 100%
Purchasing Power
₺ TÜFE
Period
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Nominal Return · —
—
Unit-share return for the selected period. Pick a benchmark on the chart for purchasing power.
Return
1 Month -0.03%
3 Months -0.14%
6 Months -0.30%
YTD +41.7%
1 Year +41.4%
3 Years +547%
Holdings
  • Hisse Senedi 100%

Fund Profile

What is the BTG fund?

BTG is a real-estate or venture-capital fund managed by Rota Portföy. It is tracked under the code BTG, in the Girişim Sermayesi Yatırım Fonları category.

How has the BTG fund performed?

It returned 41.4% over the past year, in nominal terms. Adjusted for official inflation (TÜFE), its 1-year real return is +7.06%. Year to date it is 41.7%. Over 3 years it returned 547%.

What does the BTG fund hold?

Portfolio allocation: Hisse Senedi 100%.

How much withholding tax does the BTG fund carry?

Withholding is charged on the gain and ranges %0–17,5, depending on how you exit:

  • 2 yıldan az tutulursa %17.5
  • 2 yıldan çok tutulursa %0

Rates are estimates; consult your tax advisor about your own situation.

Not investment advice

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1Y return
The information here is for informational purposes only and is not investment advice. Past performance does not guarantee future results. Source: TEFAS.