MZP AGESA HAYAT VE EMEKLİLİK A.Ş. ÜÇÜNCÜ FON SEPETİ EMEKLİLİK YATIRIM FONU
MZP primarily holds yatırım fonu katılma payı and is a high-risk fund (5/7). Over the past year it returned 35.5%; 2.59% above official inflation. With an annual 2.25% management fee, it trades in the Fon Sepeti Fonu category. Launched in 2021, it manages 5.7B ₺ in assets across 126,239 investors. (Average position: ~45.2K ₺)
Real +2.59% (after inflation), compared with TÜİK-CPI (32.1%).
- 10 yıldan az kalıp ayrılma %15
- 10 yıl+, emeklilik hakkı kazanmadan ayrılma %10
- Emeklilik, vefat veya maluliyet nedeniyle ayrılma %5
- Yatırım Fonu Katılma Payı 70.1%
- Mevduat (TL) 10.5%
- Yabancı Borsa Yatırım Fonu 7.94%
- BYF Katılma Payı 7.30%
- Vadeli İşlemler Nakit Teminatı 2.23%
- Gayrimenkul Yatırım Fonu Katılma Payı 1.31%
- Diğer 0.61%
🎯 Declared Strategy
📋 Profile
⏱️ Settlement & Trading
📞 Contact
Fund Profile
What is the MZP fund?
MZP is a pension fund managed by Agesa Hayat ve Emeklilik. It is offered through the Turkish pension (BES) system under the code MZP, in the Fon Sepeti category.
How has the MZP fund performed?
It returned 35.5% over the past year, in nominal terms. Adjusted for official inflation (TÜFE), its 1-year real return is +2.59%. Year to date it is 18.4%. Over 5 years it returned 725%.
What does the MZP fund hold?
Portfolio allocation: Yatırım Fonu Katılma Payı 70.1%, Mevduat (TL) 10.5%, Yabancı Borsa Yatırım Fonu 7.94%.
What does the MZP fund cost?
The annual management fee is 2.25%. Its total expense ratio is 2.28%.
How much withholding tax does the MZP fund carry?
Withholding is charged on the gain and ranges %5–15, depending on how you exit:
- 10 yıldan az kalıp ayrılma %15
- 10 yıl+, emeklilik hakkı kazanmadan ayrılma %10
- Emeklilik, vefat veya maluliyet nedeniyle ayrılma %5
Rates are estimates; consult your tax advisor about your own situation.
Not investment advice
