IAC İŞ PORTFÖY MZS HİSSE SENEDİ SERBEST ÖZEL FON (HİSSE SENEDİ YOĞUN FON)
IAC primarily holds hisse senedi. Over the past year it returned 58.3%; 19.9% above official inflation. With an annual 0.15% management fee, it trades in the Serbest Fon category. Launched in 2022, it manages 3.2B ₺ in assets across 1 investors. (Average position: ~3.2B ₺)
Real +19.9% (after inflation), compared with TÜİK-CPI (32.1%).
- Hisse Senedi 99.9%
- Yatırım Fonu Katılma Payı 0.13%
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Fund Profile
What is the IAC fund?
IAC is a mutual fund managed by İş Portföy. It is tracked under the code IAC, in the Serbest category.
How has the IAC fund performed?
It returned 58.3% over the past year, in nominal terms. Adjusted for official inflation (TÜFE), its 1-year real return is +19.9%. Year to date it is 46.1%. Over 3 years it returned 38.2%.
What does the IAC fund hold?
Portfolio allocation: Hisse Senedi 99.9%, Yatırım Fonu Katılma Payı 0.13%.
What does the IAC fund cost?
The annual management fee is 0.15%.
How much withholding tax does the IAC 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