Make rather growth-driven investments while there is a long time until your retirement. Switch to more balanced and protective strategies as you get on in years. Choose one of the three different funds aiming the different stages of your life for you to reach your retirement goal and direct your savings easily! Leave your PPS savings to this revolutionary method, be at ease! This new system is based on the fact that your PPS investment is managed with an investment allocation suitable for your life cycle (your age) or investor character. It is ideal for you to have a more confident and growth-driven investment allocation until mid-forties, while there is a long time for your retirement. You need a more balanced investment allocation while approaching the mid-fifties. You can switch to the protective instruments when your period of retirement approaches so that you can be protected against the market fluctuations. Your PPS investment is managed in the life cycle fund that best fits you, with professional investment processes and comprehensive financial models by Ak Asset Management’s Strategy and Asset Allocation team consisting of acknowledged experts. You can increase the value of a part or the whole of your PPS savings in a fund suitable for you in this system. The investment goal of the fund is the management of savings of participants who are firstly between 40-52 or have an investment planning with at least 5-year maturity in the personal pension system. The fund aims to yield both a capital gain for income purpose in the medium to long term with a balanced strategy and a dividend and interest income with the gain from fund participation shares it invested in.
Agesa Hayat Ve Emeklilik Second Pension Fund Basket Pension Investment Fund
Let Your Pension Savings Be Managed According to Your Age and Goals!
- Ak Asset Management expertise for PPS investment.
- Product range for each risk level.
- You can invest through Akbank and all other banks.
Fund Identity
- Fund Manager
- Invested Assets
- In line with the fund's investment strategy, at least 80% of the fund's portfolio is continuously invested in mutual funds and exchange-traded fund units. Investments in foreign currency-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.
Months
30% BIST 100 RETURN +20% BIST-KYD 1-Month Deposit TL +20% BIST-KYD Gold Price Weighted Average +10% S&P 500 Index (Net Total Return) +20% BIST-KYD Eurobond 0-5 Years USD (TL)