HVA HEDEF PORTFÖY ECE HİSSE SENEDİ SERBEST (TL) FON (HİSSE SENEDİ YOĞUN FON)
HVA primarily holds hisse senedi. Over the past year it returned 852%; 621% above official inflation. With an annual 0.10% management fee, it trades in the Serbest Fon category. Launched in 2022, it manages 192M ₺ in assets across 17 investors. (Average position: ~11.3M ₺)
Real +621% (after inflation), compared with TÜİK-CPI (32.1%).
- Hisse Senedi 119%
- Vadeli İşlemler Nakit Teminatı 1.19%
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Fund Profile
What is the HVA fund?
HVA is a mutual fund managed by Hedef Portföy. It is tracked under the code HVA, in the Serbest category.
How has the HVA fund performed?
It returned 852% over the past year, in nominal terms. Adjusted for official inflation (TÜFE), its 1-year real return is +621%. Year to date it is 410%. Over 3 years it returned 3,501%.
What does the HVA fund hold?
Portfolio allocation: Hisse Senedi 119%, Vadeli İşlemler Nakit Teminatı 1.19%.
What does the HVA fund cost?
The annual management fee is 0.10%.
How much withholding tax does the HVA 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
