IPJ İŞ PORTFÖY ELEKTRİKLİ ARAÇLAR KARMA FON
IPJ primarily holds yabancı hisse senedi and is a high-risk fund (6/7). Over the past year it returned 56.2%; 18.2% above official inflation. With an annual 2.50% management fee, it trades in the Karma Fon category. Launched in 2018, it manages 1.3B ₺ in assets across 19,549 investors. (Average position: ~67.9K ₺)
Real +18.2% (after inflation), compared with TÜİK-CPI (32.1%).
- Yabancı Hisse Senedi 62.3%
- Özel Sektör Tahvili 12.2%
- Finansman Bonosu 10.9%
- Hisse Senedi 8.08%
- Yabancı Borsa Yatırım Fonu 2.88%
- Girişim Sermayesi Yatırım Fonu Katılma Payı 1.49%
- Diğer 2.26%
🎯 Declared Strategy
Fon'da oluşan kar, Fon'un bilgilendirme dokümanlarında belirtilen esaslara göre tespit edilen katılma payının birim pay değerine yansır. Katılma payı sahipleri, paylarını Fon'a geri sattıklarında, ellerinde tuttukları süre için fonda oluşan kardan paylarını almış olurlar. Hesap dönemi sonunda ayrıca temettü dağıtımı söz konusu değildir.
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⏱️ Settlement & Trading
👤 Fund managers
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Fund Profile
What is the IPJ fund?
IPJ is a mutual fund managed by İş Portföy. It trades on TEFAS under the code IPJ, in the Karma category.
How has the IPJ fund performed?
It returned 56.2% over the past year, in nominal terms. Adjusted for official inflation (TÜFE), its 1-year real return is +18.2%. Year to date it is 24.9%. Over 5 years it returned 609%.
What does the IPJ fund hold?
Portfolio allocation: Yabancı Hisse Senedi 62.3%, Özel Sektör Tahvili 12.2%, Finansman Bonosu 10.9%.
Its largest positions, per the KAP portfolio report dated 30 June 2026: TRSOPAS22715 (49.6%), TRFHLFKK2618 (48.9%), TRSENSA22711 (48.8%).
What does the IPJ fund cost?
The annual management fee is 2.50%. Its total expense ratio is 3.65%.
How much withholding tax does the IPJ 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
