IVY İSTANBUL PORTFÖY BLOCKCHAIN TEKNOLOJİLERİ DEĞİŞKEN FON
IVY primarily holds yabancı hisse senedi and is a high-risk fund (6/7). Over the past year it returned 34.8%; 2.05% above official inflation. With an annual 2.50% management fee, it trades in the Karma Fon category. Launched in 2022, it manages 747M ₺ in assets across 13,561 investors. (Average position: ~55.1K ₺)
Real +2.05% (after inflation), compared with TÜİK-CPI (32.1%).
- Yabancı Hisse Senedi 66.1%
- Finansman Bonosu 11.6%
- Yatırım Fonu Katılma Payı 10.2%
- Yabancı Borsa Yatırım Fonu 9.84%
- Özel Sektör Kira Sertifikası 1.57%
- Hisse Senedi 0.41%
- Diğer 0.25%
🎯 Declared Strategy
Portföye riskten korunma ve/veya yatırım amacıyla döviz, faiz, kıymetli madenler, pay, pay endeksi üzerinden düzenlenmiş türev araçlar (vadeli işlem ve opsiyon sözleşmeleri) işlemleri dahil edilebilir.
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Fund Profile
What is the IVY fund?
IVY is a mutual fund managed by İstanbul Portföy. It trades on TEFAS under the code IVY, in the Karma category.
How has the IVY fund performed?
It returned 34.8% over the past year, in nominal terms. Adjusted for official inflation (TÜFE), its 1-year real return is +2.05%. Year to date it is 28.4%. Over 3 years it returned 283%.
What does the IVY fund hold?
Portfolio allocation: Yabancı Hisse Senedi 66.1%, Finansman Bonosu 11.6%, Yatırım Fonu Katılma Payı 10.2%.
Its largest positions, per the KAP portfolio report dated 30 June 2026: FED (11.6%), İSTANBUL PORTFÖY MUTLAK GETİRİ HEDEFLİ SERBEST FON (11.4%), ADVANCED MICRO DEVICES INC (7.81%).
What does the IVY fund cost?
The annual management fee is 2.50%. Its total expense ratio is 3.65%.
How much withholding tax does the IVY 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
