HDI Fiba Emeklilik ve Hayat A.Ş. Hisse Senedi Grup Emeklilik Yatırım Fonu

Fon Stratejisi

The Fund's investment strategy; The Fund is a group retirement investment fund established for the purpose of allocating fund shares to certain persons or institutions within the scope of group retirement plans and contracts established within the framework of the Regulation on the Individual Retirement System, as specified in Article 6 of the Regulation.

At least 80% of the fund portfolio is continuously composed of domestic partnership shares.

The Fund aims to achieve both capital gains and dividend returns while targeting a performance parallel to the BIST 100 Index return, which is a good indicator of the partnership share market. It makes investments in order to transform the real return in the partnership share market parallel to the growth potential of the country in the medium-long term into the fund's real return.

The Fund adjusts the investment rate in partnership shares in line with expectations regarding the market direction, provided that it invests at least 80% of the fund portfolio in domestic partnership shares as required by the legislation. The Fund's investment rate in partnership shares may fluctuate between 80% - 100%. Analysis of economic, financial and market conditions is effective in the decisions taken at this point.

The Fund may also invest in foreign currency and capital market instruments.

Fon Karşılaştırma Ölçütü

90% BIST 100 Return Index + 10% BIST-KYD REPO (GROSS) Index

Alım Satım Esasları

For participants, share purchase orders given until 11:00 on days when BIST Equity Market is open will be fulfilled on the first business day following the order given based on the share price to be found in the first calculation following the order given. Sell orders will be fulfilled on the second business day following the order given if given until 11:00 on days when BIST Equity Market is open, and on the third business day following the order given if given after 11:00 or on a holiday.

Alım Satım Yerleri

The purchase and sale of participation shares are made through the Founder as well as fund distribution institutions that are members of BEFAS. Member institutions can be reached through the link below.