F.A.Q
1. What is an Investment Fund?
An investment fund is a collective investment vehicle managed by organizations authorized by the Capital Markets Board, which professionally evaluates the savings of investors in line with the principle of risk diversification. Funds create a diversified portfolio by directing investments into different instruments and allow investors to benefit from professional management without the need to individually select assets.
2. What is Portfolio Management and Why is it Important?
Portfolio management refers to the professional management of financial assets of individual and institutional investors by expert managers, in accordance with their risk and return expectations.
At Allbatross Portfolio Management, we develop personalized strategies for each investor based on their financial goals and risk tolerance, managing investments in the most efficient way within the risk-return framework.
Portfolio management enables investors to make strategic investment decisions in line with their risk perception, supporting them in achieving stable and sustainable profits in the long run.
3. Who Can Benefit from Portfolio Management Services?
Portfolio management services are generally provided for "qualified investors." According to the regulations of the Capital Markets Board, individual and institutional investors who meet certain financial adequacy criteria can benefit from private portfolio management services.
Within this service, personalized investment strategies are created and implemented based on the investor’s risk profile, financial goals, and expectations.
4. How is the Portfolio Management Fee Calculated?
The fee structure for portfolio management services consists of management fees, transaction costs, and performance-based fees, which may vary based on the total portfolio size.
Fees are determined within the framework of the agreement made with the investor, and all costs are transparently presented to the investor. This allows investors to make informed decisions and fully understand the details of the fee structure.
5. What Assets Can Investment Funds Invest In?
Investment funds have a broad investment spectrum and can invest in the following assets:
- Public and private sector debt instruments issued in Turkey
- Stocks traded on Borsa Istanbul
- Foreign securities
- Precious metals (gold, silver, etc.)
- Real estate and infrastructure investment funds
- Derivatives and options
- Repo and reverse repo transactions
- Deposit and participation accounts
- Other investment instruments deemed appropriate by the Capital Markets Board
6. How is Taxation Applied on Investment Funds?
Earnings from investment funds are subject to withholding tax regulations under the temporary Article 67 of the Income Tax Law. The withholding tax rate may vary depending on the type of fund, investment duration, period, and whether the investor is an individual or a legal entity.
7. What Should I Pay Attention to When Selecting an Investment Fund?
When choosing an investment fund, consider the following criteria to select the fund that best matches your investment goals and risk tolerance:
🔹 Risk Level: The fund’s investment strategy and risk level should align with your financial goals and risk appetite.
🔹 Past Performance: The fund's past returns should be analyzed, but it is important to note that past performance does not guarantee future results.
🔹 Management Fees: The fund's management fee, transaction costs, and other deductions should be carefully reviewed, and their impact on long-term returns should be considered.
🔹 Asset Allocation: The assets the fund invests in, its portfolio distribution, and its adaptation to market conditions should be taken into account.
By considering these criteria when choosing an investment fund, you will be able to manage your investments more consciously and efficiently.