Frequently Asked Questions
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What Is an Investment Fund?
An investment fund is a collective investment vehicle with a separate legal entity from the portfolio management company, allowing the pooled savings of multiple investors to be managed under a common investment strategy. Investment funds invest in one or more asset classes and provide all investors, regardless of the size of their savings, with access to professional investment management services.
Which Assets Can Investment Funds Invest In?
Investment funds, in line with their defined strategies, can invest in a wide range of assets such as equities, government and corporate bonds, commercial papers, eurobonds, reverse repos, time deposits, foreign currencies, precious metals, commodities, foreign securities, futures contracts, and options.
What Are the Advantages of Investment Funds?
- Investment funds offer diversification by investing in multiple securities across one or more asset classes. This helps investors spread risk and manage their portfolios more effectively.
- They are managed by professional fund managers who analyze market conditions, ensure a balanced allocation among asset classes, and implement strategies to help the fund achieve its objectives.
- Investment funds allow investors to benefit from professional management even with small amounts of capital and provide the opportunity to diversify their portfolios. Each investor participates by purchasing “participation shares,” and returns are distributed based on the size of the fund and the performance of its investments.
- Additionally, investment funds offer ease of access. They can be easily bought and sold through all banks without the need to open a special investment account.
How Are Investment Funds Taxed?
Upon the sale (redemption) of mutual fund participation units, a 10% withholding tax is applied to the income realized. For investment funds that hold at least 51% equities in their portfolio, gains from units sold (redeemed) after being held for more than one year are exempt from withholding tax.
For more detailed information, you can email us at iletisim@bullsportfoy.comor call us at 0 (212) 410 05 00
What Is a Portfolio Management Fee?
A portfolio management fee is the management charge collected as a specified percentage of your investment amount for managing investments such as mutual funds, individual portfolio management accounts, or pension funds.
Calculated based on an annual rate determined before the investment, this fee is charged daily on the portfolio’s returns and does not create any additional cost during buying or selling transactions.
What Is a Performance Fee?
A performance fee is a fee allocated to the portfolio management company at predetermined intervals, calculated as a certain percentage of the return generated above the target return (benchmark) set according to our investors’ risk profiles and investment horizons.
What Is Discretionary Portfolio Management?
Our personalized discretionary portfolio management service is offered to individual and institutional investors who prefer to have their savings and assets professionally managed by an expert team.
It is designed for investors who aim to keep up with the rapidly changing conditions of the capital markets and manage their asset allocation with the same agility. Tailored investment strategies are created based on the selected asset classes, risk profiles, and investment themes chosen by the investors, providing customized portfolio management solutions.
What Is the Minimum Investment for Discretionary Portfolio Management?
The minimum investment amount required for discretionary portfolio management is set at 5 million TL.
What Are Private Investment Funds?
Our private fund establishment and management service is offered to individual and institutional investors who prefer to have their savings and assets managed through a customized investment fund structure.
Tailored investment strategies are designed to align with the goals of individual clients, families, and corporate partners, providing personalized investment solutions. Private investment funds are established and managed according to the asset classes, risk profiles, and investment themes selected by the investors.
What Is the Minimum Investment for Private Investment Funds?
The minimum investment amount required for private investment funds is set at 400 million TL.
What Is Active Portfolio Management?
Active management refers to the dynamic management of asset and security allocation by expert professionals based on macroeconomic expectations and market analysis.
In the first step, benchmarks are determined in line with investment fund and discretionary portfolio strategies. Then, asset allocation is constructed according to the risk profile of the managed portfolios and within the framework of market expectations. Finally, the portfolios are dynamically updated by monitoring potential market risks and opportunities, and they are managed with the goal of achieving returns above the benchmark.
What Is a Custodian Institution?
A custodian institution is a financial entity, separate from the portfolio management company, that is authorized to securely hold investors’ financial assets, ensure their protection, and carry out related transactions.
It safeguards the securities, cash, and other financial assets of individual investors or institutional clients in a secure environment and, when necessary, executes transactions such as transfers, settlements, or payments related to those assets.
The minimum account opening amount is set at 2 million TL or above.
Hesap açma limiti minimum 2 (iki) milyon TL ve üzeri hesaplar olmalıdır.