MZP

Agesa Hayat Ve Emeklilik Third Pension Fund Of Funds

Let Your Retirement Savings Be Managed According to Your Age and Goals!



Make growth-oriented investments while you are far from retirement, and transition to more balanced and conservative strategies as you get older.

Easily manage your savings by choosing one of three funds designed for different stages of your life. Leave your pension savings to this innovative lifecycle approach and enjoy peace of mind!

This new structure is based on managing your pension investment with an asset allocation that aligns with your lifecycle (age) or investor profile.

Until your 40s, when retirement is still far away, it is ideal to maintain a more dynamic and growth-oriented asset allocation. As you approach your 50s, you need a more balanced investment structure.

As you approach retirement, transitioning into more conservative instruments helps protect you against market volatility. Your pension investment is professionally managed in the lifecycle fund most suitable for you by Ak Portfolio’s expert Strategy and Asset Allocation team, using comprehensive financial models and disciplined investment processes.

You may allocate part or all of your pension savings to the fund that best suits you within this system.

The fund primarily aims to manage the savings of participants aged 18–39 or those planning to invest in the pension system with a horizon of at least 10 years.

Fon, orta-uzun vadede büyüme amaçlı olarak yüksek reel getiri performansı hedefiyle hareket eder.

With the pension security now available for individuals under 18, parents can make a smart long-term investment for their children starting from birth. During the early accumulation years, they benefit from a dynamic and growth-oriented allocation through the Third Fund Basket Pension Investment Fund.

  • Ak Asset Management’s expertise in Private Pension System (BES) investments.
  • A comprehensive range of funds tailored to every risk profile.
  • You can invest through Akbank and all other banks.
MZP
5 / 7
  • 0.072016
  • %0.89949
  • %5.81
  • %25.11
  • %36.37
  • %35.53
  • %111.42
  • Trend
  • Price 0.072016
  • Recommended Term 12 Month
  • Day %0.89949
  • 1M %5.81
  • 6M %25.11
  • YTD %36.37
  • 1Y %35.53
  • 2Y %111.42
Invested Assets

In line with the fund's investment strategy, at least 80% of the fund's portfolio is consistently invested in mutual funds and exchange-traded fund units. Investments in foreign exchange-traded fund units and units of foreign funds whose prospectuses for the sale of these units are approved by the Board are included in the 80% calculation. The fund may invest a maximum of 50% of its portfolio value in foreign currency and capital market instruments.

Trend
Recommended Term
12 Month

Fund Identity

Fund Manager
Invested Assets
In line with the fund's investment strategy, at least 80% of the fund's portfolio is consistently invested in mutual funds and exchange-traded fund units. Investments in foreign exchange-traded fund units and units of foreign funds whose prospectuses for the sale of these units are approved by the Board are included in the 80% calculation. The fund may invest a maximum of 50% of its portfolio value in foreign currency and capital market instruments.
Risk Ranking
5 / 7
Fund Size 4.847.857.919,18 TL
Share Value 0.072016
Management Fee %2,25
Withholding Tax %0
Benchmark

50% BIST 100 RETURN + 15% S&P 500 Index (Net Total Return) + 10% BIST-KYD 1 Month Deposit TL + 10% BIST-KYD Eurobond 0-5 Years USD (TL) + 15% BIST-KYD Gold Price Weighted Average

Asset Allocation

Current Fund Allocation Ratio

Fund Performance

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