SKO STRATEJİ PORTFÖY KAR PAYI ÖDEYEN HİSSE SENEDİ FONU (HİSSE SENEDİ YOĞUN FON)
SKO primarily holds hisse senedi and is a high-risk fund (6/7). Over the past year it returned 60.7%; 21.6% above official inflation. With an annual 3.00% management fee, it trades in the Hisse Senedi Fonu category. Launched in 2025, it manages 256M ₺ in assets across 3,685 investors. (Average position: ~69.4K ₺)
Real +21.6% (after inflation), compared with TÜİK-CPI (32.1%).
- Hisse Senedi 89.4%
- Ters Repo 7.32%
- Vadeli İşlemler Nakit Teminatı 3.09%
- Yatırım Fonu Katılma Payı 0.23%
🎯 Declared Strategy
Portföye riskten korunma ve/veya yatırım amacıyla ortaklık payı, döviz, faiz, borsa yatırım fonu katılma payı, finansal endekslere dayalı türev araç (vadeli işlem ve opsiyon sözleşmeleri) ve swap sözleşmeleri dahil edilebilir. Kaldıraç yaratan işlemlerin pozisyonlarının hesaplanmasında, Rehber'in ?Fon Türlerine İlişkin Kontrol? başlığında yer alan sınırlamalara uyulur.
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Fund Profile
What is the SKO fund?
SKO is a mutual fund managed by Strateji Portföy. It trades on TEFAS under the code SKO, in the Hisse Senedi Yoğun category.
How has the SKO fund performed?
It returned 60.7% over the past year, in nominal terms. Adjusted for official inflation (TÜFE), its 1-year real return is +21.6%. Year to date it is 33.2%.
What does the SKO fund hold?
Portfolio allocation: Hisse Senedi 89.4%, Ters Repo 7.32%, Vadeli İşlemler Nakit Teminatı 3.09%.
What does the SKO fund cost?
The annual management fee is 3.00%. Its total expense ratio is 3.65%.
How much withholding tax does the SKO 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
