IBP İŞ PORTFÖY GED SERBEST (DÖVİZ) ÖZEL FON
IBP primarily holds özel sektör dış borçlanma aracı. Over the past year it returned 31.6%; 0.41% below official inflation. With an annual 0.10% management fee, it trades in the Serbest Fon category. Launched in 2022, it manages 4.6B ₺ in assets across 4 investors. (Average position: ~1.2B ₺)
Real -0.41% (after inflation), compared with TÜİK-CPI (32.1%).
- Özel Sektör Dış Borçlanma Aracı 53.3%
- Döviz Kamu İç Borçlanma Aracı 23.3%
- Yatırım Fonu Katılma Payı 19.8%
- Özel Sektör Yurt Dışı Kira Sertifikası 3.19%
- Diğer 0.48%
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Fund Profile
What is the IBP fund?
IBP is a mutual fund managed by İş Portföy. It is tracked under the code IBP, in the Serbest category.
How has the IBP fund performed?
It returned 31.6% over the past year, in nominal terms. Adjusted for official inflation (TÜFE), its 1-year real return is -0.41%. Year to date it is 15.0%. Over 3 years it returned 139%.
What does the IBP fund hold?
Portfolio allocation: Özel Sektör Dış Borçlanma Aracı 53.3%, Döviz Kamu İç Borçlanma Aracı 23.3%, Yatırım Fonu Katılma Payı 19.8%.
What does the IBP fund cost?
The annual management fee is 0.10%.
How much withholding tax does the IBP 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
