HYK HEDEF PORTFÖY AKDENİZ SERBEST FON
HYK primarily holds hisse senedi. Over the past year it returned 43.6%; 8.70% above official inflation. With an annual 2.00% management fee, it trades in the Serbest Fon category. Launched in 2020, it manages 200M ₺ in assets across 23 investors. (Average position: ~8.7M ₺)
Real +8.70% (after inflation), compared with TÜİK-CPI (32.1%).
- Hisse Senedi 57.2%
- Vadeli İşlemler Nakit Teminatı 26.0%
- Yatırım Fonu Katılma Payı 16.8%
🎯 Declared Strategy
Fonun amacı, uzun vadeli olarak mutlak getiri sağlamaktır. Bu amaca ulaşmak için, Türkiye ve global piyasalar analiz edilerek yatırım öngörüsü oluşturulacak ve bu doğrultuda pozisyon alınacaktır. Fonun yapacağı yatırımlar, yönlü (market directional), mutlak getirili (non-directional ve arbitrage) ve benzeri (piyasa hareketlerinden etkilenmeyen) işlemlerden oluşabilir.
Fon portföyüne dahil edilecek türev araç işlemleri ile ilgili genel ilkeler fon izahnamesinde yer almaktadır.
📋 Profile
⏱️ Settlement & Trading
👤 Fund managers
📞 Contact
Fund Profile
What is the HYK fund?
HYK is a mutual fund managed by Hedef Portföy. It is tracked under the code HYK, in the Serbest category.
How has the HYK fund performed?
It returned 43.6% over the past year, in nominal terms. Adjusted for official inflation (TÜFE), its 1-year real return is +8.70%. Year to date it is 29.1%. Over 5 years it returned 713%.
What does the HYK fund hold?
Portfolio allocation: Hisse Senedi 57.2%, Vadeli İşlemler Nakit Teminatı 26.0%, Yatırım Fonu Katılma Payı 16.8%.
What does the HYK fund cost?
The annual management fee is 2.00%.
How much withholding tax does the HYK 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
