IVF İSTANBUL PORTFÖY KATILIM HİSSE SENEDİ (TL) FONU (HİSSE SENEDİ YOĞUN FON)
IVF primarily holds hisse senedi and is a high-risk fund (6/7). Over the past year it returned 44.0%; 9.01% above official inflation. With an annual 2.50% management fee, it trades in the Hisse Senedi Fonu category. Launched in 2022, it manages 177M ₺ in assets across 1,313 investors. (Average position: ~135K ₺)
Real +9.01% (after inflation), compared with TÜİK-CPI (32.1%).
- Hisse Senedi 96.3%
- BİST Taahhütlü İşlem Pazarı (Satım) 3.67%
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Fund Profile
What is the IVF fund?
IVF is a mutual fund managed by İstanbul Portföy. It trades on TEFAS under the code IVF, in the Hisse Senedi Yoğun category.
How has the IVF fund performed?
It returned 44.0% over the past year, in nominal terms. Adjusted for official inflation (TÜFE), its 1-year real return is +9.01%. Year to date it is 40.8%. Over 3 years it returned 175%.
What does the IVF fund hold?
Portfolio allocation: Hisse Senedi 96.3%, BİST Taahhütlü İşlem Pazarı (Satım) 3.67%.
What does the IVF fund cost?
The annual management fee is 2.50%. Its total expense ratio is 3.65%.
How much withholding tax does the IVF fund carry?
The estimated withholding rate on gains is 0.00%.
Rates are estimates; consult your tax advisor about your own situation.
Not investment advice
