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IN9 INVEO PORTFÖY YÖNETİMİ A.Ş. NEFES EGE GAYRİMENKUL YATIRIM FONU Inveo Portföy

Gayrimenkul Yatırım Fonları
 
 
 
-0.38% past month
Summary

IN9 primarily holds gayrimenkul yatırımları. Over the past year it returned 9.56%; 17.1% below official inflation. It manages 20.2M ₺ in assets across 1 investors. (Average position: ~20.2M ₺)

NOMINAL RETURN · 1Y
+9.56%
CPI 32.1%
USD 16.9%

Real -17.1% (after inflation), compared with TÜİK-CPI (32.1%).

Fund Size
20.2M ₺
Total portfolio value
Net Flow
+70.6K ₺
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.
GY100%
  • Gayrimenkul Yatırımları 100%
Purchasing Power
₺ TÜFE
Period
Loading…
Nominal Return · —
—
Unit-share return for the selected period. Pick a benchmark on the chart for purchasing power.
Return
1 Month -0.38%
3 Months -1.55%
6 Months -2.61%
YTD -2.97%
1 Year +9.56%
3 Years +76.6%
Holdings
  • Gayrimenkul Yatırımları 100%

🎯 Declared Strategy

Investment objective / strategy

Fon'un yatırım stratejisi, değer artış kazancı elde etmek amacıyla öncelikle Ege Bölgesi'nde arazi ve arsa yatırımları yapılmasıdır. Profesyonel yönetim ve riskin dağıtılması anlayışı doğrultusunda piyasa ve mekânsal gelişme koşulları dikkate alınarak yurt içinde Fon'un tabi olduğu mevzuatta izin verilen her tür Gayrimenkul Yatırımı yapılabilir

📋 Profile

ISIN code TRYGEPO00310
Founder INVEO PORTFÖY YÖNETİMİ A.Ş.
Portfolio manager firm INVEO PORTFÖY YÖNETİMİ A.Ş.
Fund term SÜRESİZ
Independent auditor PKF ADAY BAĞIMSIZ DENETİM A.Ş.
Volatility (1Y) 13.8%
Max Drawdown (1Y) -2.97% (Jul 2026)

📞 Contact

ContactAltayçeşme Mah. Çamlı Sk. Pasco Plaza No:21 İç Kapı No:39 Maltepe/İstanbul
Tel0212 987 2001
Faks0212 987 2002
e-Postainfo@inveoportfoy.com
Authorized contacts
Özlem Gülden HASANOĞLU Mali işler ve Operasyon Müdürü
0212 987 2001 gulden.hasanoglu@inveoportfoy.com

Fund Profile

What is the IN9 fund?

IN9 is a real-estate or venture-capital fund managed by Inveo Portföy. It is tracked under the code IN9, in the Gayrimenkul Yatırım Fonları category.

How has the IN9 fund performed?

It returned 9.56% over the past year, in nominal terms. Adjusted for official inflation (TÜFE), its 1-year real return is -17.1%. Year to date it is -2.97%. Over 3 years it returned 76.6%.

What does the IN9 fund hold?

Portfolio allocation: Gayrimenkul Yatırımları 100%.

How much withholding tax does the IN9 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.