YZD

Allianz Yaşam Ve Emeklilik Second Fund Basket Pension Investment Fund

Invest through participation shares in mutual funds in various sectors with the main theme of technology in your pension.



YZD
Allianz Yaşam Ve Emeklilik Second Fund Basket Pension Investment Fund

It is suitable for participants who aim to yield high real return for growth in their portfolios..

  • Ak Asset Management expertise for PPS investment.
  • Product range for each risk level.
  • You can invest through Akbank and all other banks.
Code
Risk
Name
YZD
4 / 7
Allianz Yaşam Ve Emeklilik Second Fund Basket Pension Investment Fund
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  • Recommended Term 12 Month
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Invested Assets

At least 80% of the fund’s portfolio is continuously invested in participation shares of mutual funds and exchange-traded funds (ETFs). In managing its portfolio, the fund aims to benefit from the long-term return potential by investing in emerging sectors such as artificial intelligence, e-commerce, healthcare, tourism, agriculture and food, alternative energy, the metaverse, digital gaming, and semiconductors, primarily participation units of domestic and foreign mutual funds and exchange-traded funds (ETFs) with a technology theme. The fund seeks high real returns over the medium to long term. In line with changing macroeconomic conditions, the fund may also invest in thematic transformation-focused strategies, including dividend index funds, non-BIST 100 company funds, and exporter company funds. Fund selection prioritizes investments themed around the new economy and transformation economy. Diversification within the fund portfolio aims to reduce concentration risks. Within the technology theme, fund selection is made across subsectors such as information technology and communication services, financial technologies and payment systems, blockchain technologies, metaverse, medical technologies, biotechnology, artificial intelligence technologies, e-commerce, electric vehicles and battery technologies, technological hardware, software, and telecommunications, selecting funds that effectively reflect the financial performance of these areas. Investment funds and ETF funds focused on priority sectors such as new carbon-reducing energy solutions, smart infrastructure supporting efficiency and comfort, healthcare, tourism, agriculture and food, and digital gaming and entertainment are included in the selection and investment universe.

Trend
Recommended Term
12 Month

Fund Identity

Fund Manager
Invested Assets
At least 80% of the fund’s portfolio is continuously invested in participation shares of mutual funds and exchange-traded funds (ETFs). In managing its portfolio, the fund aims to benefit from the long-term return potential by investing in emerging sectors such as artificial intelligence, e-commerce, healthcare, tourism, agriculture and food, alternative energy, the metaverse, digital gaming, and semiconductors, primarily participation units of domestic and foreign mutual funds and exchange-traded funds (ETFs) with a technology theme. The fund seeks high real returns over the medium to long term. In line with changing macroeconomic conditions, the fund may also invest in thematic transformation-focused strategies, including dividend index funds, non-BIST 100 company funds, and exporter company funds. Fund selection prioritizes investments themed around the new economy and transformation economy. Diversification within the fund portfolio aims to reduce concentration risks. Within the technology theme, fund selection is made across subsectors such as information technology and communication services, financial technologies and payment systems, blockchain technologies, metaverse, medical technologies, biotechnology, artificial intelligence technologies, e-commerce, electric vehicles and battery technologies, technological hardware, software, and telecommunications, selecting funds that effectively reflect the financial performance of these areas. Investment funds and ETF funds focused on priority sectors such as new carbon-reducing energy solutions, smart infrastructure supporting efficiency and comfort, healthcare, tourism, agriculture and food, and digital gaming and entertainment are included in the selection and investment universe.
Risk Ranking
4 / 7
Recommended Term 12

Months

Fund Size 4.028.310.674,21 TL
Share Value 0.064172
Management Fee %1,65
Benchmark

5% BIST-KYD 1 Month Deposit TL + 40% BIST TECHNOLOGY WEIGHTED LIMITED RETURN + 10% BIST-KYD Repo (Gross) + 15% NASDAQ-100 Total Return Index + 30% NASDAQ-100 Technology Sector Net Total Return Index

Asset Allocation

Current Fund Allocation Ratio

Fund Performance