YBJ DENİZ PORTFÖY AYBÜKE SERBEST (DÖVİZ) ÖZEL FON
YBJ primarily holds yatırım fonu katılma payı. Over the past year it returned 25.2%; 5.24% below official inflation. With an annual 0.10% management fee, it trades in the Serbest Fon category. Launched in 2024, it manages 1.9B ₺ in assets across 1 investors. (Average position: ~1.9B ₺)
Real -5.24% (after inflation), compared with TÜİK-CPI (32.1%).
- Yatırım Fonu Katılma Payı 54.3%
- Özel Sektör Dış Borçlanma Aracı 41.4%
- Döviz Kamu İç Borçlanma Aracı 4.30%
- Mevduat (Döviz) 0.01%
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Fund Profile
What is the YBJ fund?
YBJ is a mutual fund managed by Aktif Portföy. It is tracked under the code YBJ, in the Serbest category.
How has the YBJ fund performed?
It returned 25.2% over the past year, in nominal terms. Adjusted for official inflation (TÜFE), its 1-year real return is -5.24%. Year to date it is 11.6%.
What does the YBJ fund hold?
Portfolio allocation: Yatırım Fonu Katılma Payı 54.3%, Özel Sektör Dış Borçlanma Aracı 41.4%, Döviz Kamu İç Borçlanma Aracı 4.30%.
What does the YBJ fund cost?
The annual management fee is 0.10%.
How much withholding tax does the YBJ 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
