Due to the concentration of real estate and construction sector equities in the fund’s portfolio, the fund is sensitive to market fluctuations. It is suitable for investors who have a long term investment objective and want to benefit from the growth potential of real estate and construction companies.
TSZ
Agesa Hayat Ve Emeklilik Real Estate And Construction Sector Variable Pension Investment Fund
Take your place in the dynamic world of residential housing, commercial real estate, infrastructure, and construction materials. With TSZ, direct your pension savings toward the growth trends of one of Turkey’s most solid sectors: real estate and construction.
- Ak Asset Management’s expertise in Private Pension System (BES) investments.
- You can invest through Akbank and all other banks.
- 0.013137
- %0.50493
- %3.29
- -
- -
- -
- -
- Trend
- Price 0.013137
- Day %0.50493
- 1M %3.29
- 6M -
- YTD -
- 1Y -
- 2Y -
Invested Assets
Fund investment strategy: At least 80% of the fund’s portfolio value will continuously be invested in: domestic and foreign real estate investment trusts (REITs), companies operating in the construction sector, companies investing in the real estate sector (real estate development, real estate brokerage, cement, concrete, construction, etc.), companies operating in (or supporting) construction-related business lines such as housing, residential, office, etc. domestic and foreign equities and debt instruments of these companies, American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs), domestic mutual funds, real estate investment funds, and domestic/foreign exchange-traded funds (ETFs) that provide exposure to the stated theme.
- Trend
Fund Identity
- Fund Manager
- Invested Assets
- Fund investment strategy: At least 80% of the fund’s portfolio value will continuously be invested in: domestic and foreign real estate investment trusts (REITs), companies operating in the construction sector, companies investing in the real estate sector (real estate development, real estate brokerage, cement, concrete, construction, etc.), companies operating in (or supporting) construction-related business lines such as housing, residential, office, etc. domestic and foreign equities and debt instruments of these companies, American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs), domestic mutual funds, real estate investment funds, and domestic/foreign exchange-traded funds (ETFs) that provide exposure to the stated theme.
Risk Ranking
Fund Size
212.878.766,17 TL
Share Value
0.013137
Management Fee
%2,1
Benchmark
30% Dow Jones US Real Estate Total Return Index (Bloomberg: DJUSRET Index) + 15% Dow Jones U.S. Select Home Builders Total Return Index (DJSHMBT Index) + 35% BIST REAL ESTATE Y.O. RETURN + 10% BIST CONSTRUCTION RETURN + 10% BIST-KYD Repo (Gross)
Asset Allocation
Current Fund Allocation Ratio
Fund Performance
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