PBE PUSULA PORTFÖY BATI SERBEST FON
PBE primarily holds varlığa dayalı menkul kıymet. Over the past year it returned 255%; 169% above official inflation. With an annual 2.00% management fee, it trades in the Serbest Fon category. Launched in 2024, it manages 50.9M ₺ in assets across 11 investors. (Average position: ~4.6M ₺)
Real +169% (after inflation), compared with TÜİK-CPI (32.1%).
- Varlığa Dayalı Menkul Kıymet 999%
- Diğer 85.1%
🎯 Declared Strategy
Portföye riskten koruma ve/veya yatırım amaçlı yurtiçi ve dışında işlem gören döviz, faiz, ortaklık payı, kıymetli madenler, finansal endeksler, sermaye piyasası araçlarına dayalı türev araçlar (vadeli işlemler ve opsiyon sözleşmeleri), swap sözleşmeleri, saklı türev araçlar, varant ve sertifikalar dahil edilebilir.
📋 Profile
⏱️ Settlement & Trading
👤 Fund managers
📞 Contact
Fund Profile
What is the PBE fund?
PBE is a mutual fund managed by Pusula Portföy. It is tracked under the code PBE, in the Serbest category.
How has the PBE fund performed?
It returned 255% over the past year, in nominal terms. Adjusted for official inflation (TÜFE), its 1-year real return is +169%. Year to date it is 105%.
What does the PBE fund hold?
Portfolio allocation: Varlığa Dayalı Menkul Kıymet 999%.
What does the PBE fund cost?
The annual management fee is 2.00%. Its total expense ratio is 2.19%.
How much withholding tax does the PBE 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
