The fund is composed mostly of equities and severe fluctuation can be seen in fund prices. It is suitable for participants with long-term investment perspective, who aim to benefit from domestic equities’ return.
AEH
Agesa Hayat Ve Emeklilik Equity Pension Fund
By including this fund in your pension portfolio, which aims to provide returns in line with the performance of Turkish equities, you can get the opportunity to earn capital gains and dividend yields from domestic partnership shares in the medium-long term.
- Ak Asset Management expertise for PPS investment.
- Trend
- Price 1.092342
- Recommended Term 12 Month
- Day %1.26429
- 1M %8.46
- 6M -
- YTD %16.65
- 1Y %15.27
- 2Y %67.76
Invested Assets
The fund will consistently invest a minimum of 80% of its portfolio in partnership shares. The fund aims to achieve both capital appreciation and dividend returns while targeting performance in line with the BIST 100 Index, a good indicator of the partnership share market. Over the medium to long term, the fund invests to ensure that the real returns in the partnership share market, in line with the country's growth potential, translate into real returns for the fund. The fund adjusts its investment ratio in partnership shares based on market expectations, with a minimum investment of 80% in partnership shares, as required by law. Analysis of economic, financial, and market conditions influences decisions. Accordingly, the fund's investment ratio in partnership shares may fluctuate between 80% and 100%.
- Trend
- Recommended Term
- 12 Month
Fund Identity
- Fund Manager
- Invested Assets
- The fund will consistently invest a minimum of 80% of its portfolio in partnership shares. The fund aims to achieve both capital appreciation and dividend returns while targeting performance in line with the BIST 100 Index, a good indicator of the partnership share market. Over the medium to long term, the fund invests to ensure that the real returns in the partnership share market, in line with the country's growth potential, translate into real returns for the fund. The fund adjusts its investment ratio in partnership shares based on market expectations, with a minimum investment of 80% in partnership shares, as required by law. Analysis of economic, financial, and market conditions influences decisions. Accordingly, the fund's investment ratio in partnership shares may fluctuate between 80% and 100%.
Risk Ranking
Recommended Term
12
Months
Fund Size
18.202.576.719,57 TL
Share Value
1.092342
Management Fee
%2,18
Withholding Tax
%0
Benchmark
90% BIST 100 RETURN + 10% BIST-KYD Repo (Gross)
Asset Allocation
Current Fund Allocation Ratio
Fund Performance
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