SBR STRATEJİ PORTFÖY BİRİNCİ SERBEST FON
SBR primarily holds hisse senedi. Over the past year it returned 29.3%; 2.09% below official inflation. With an annual 2.00% management fee, it trades in the Serbest Fon category. Launched in 2024, it manages 15.3M ₺ in assets across 25 investors. (Average position: ~611K ₺)
Real -2.09% (after inflation), compared with TÜİK-CPI (32.1%).
- Hisse Senedi 88.0%
- Vadeli İşlemler Nakit Teminatı 10.2%
- Takasbank Para Piyasası 1.85%
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Fund Profile
What is the SBR fund?
SBR is a mutual fund managed by Strateji Portföy. It is tracked under the code SBR, in the Serbest category.
How has the SBR fund performed?
It returned 29.3% over the past year, in nominal terms. Adjusted for official inflation (TÜFE), its 1-year real return is -2.09%. Year to date it is 18.7%.
What does the SBR fund hold?
Portfolio allocation: Hisse Senedi 88.0%, Vadeli İşlemler Nakit Teminatı 10.2%, Takasbank Para Piyasası 1.85%.
What does the SBR fund cost?
The annual management fee is 2.00%. Its total expense ratio is 3.65%.
How much withholding tax does the SBR 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
