(FYF) Strateji Portfolio Absolute-Return Target Equity Fund

Investment purpose of the Fund is to achieve absolute returns over different market cycles. In this context, the Fund aims to achieve a return above 1.05 times the net return of the KYD 1 Month TL Deposit Index, which is determined as the “threshold value” (after deducting the 1 Month TL Deposit Withholding Tax). There is no guarantee that the fund will achieve its investment objectives. The strategies to be implemented to achieve this goal are long or short directional strategies created in line with predictions about the market direction, and non-directional strategies consisting of long and short positions taken simultaneously in similar assets. The fund also uses technical analysis, macroeconomic and numerical models in the strategies it will implement. Since the fund may implement non-directional strategies as well as directional strategies, the fund’s performance may differ from the overall performance of the market.

The Fund uses both top-down and bottom-up analyzes in the strategies it will implement. In top-down analyses, global, local, economic and financial conditions are evaluated and predictions are made regarding the aspects of the markets in which investment can be made, and within the framework of these predictions, it is decided in which markets the fund will take a net-long position and in which markets it will take a net-short position. In bottom-up analysis, each investment instrument is subjected to comparative evaluations using fundamental and technical analysis, and relatively cheaper or more expensive assets are determined. In this context, net-long, net-short or market neutral positions can be taken in these instruments. One can take a long position in one of the investment instruments whose prices are affected by similar factors and a short position in the other, and arbitrage and “pairs trading” transactions can be carried out.

Foreign investment instruments can be included in the fund portfolio. The fund may use leverage in the strategies it will implement, in order to increase the expected return, provided that it is within the determined limitations. Leverage creating transaction; It refers to the inclusion of derivative instruments (futures and option contracts), embedded derivative instruments, swap contracts, warrants, certificates in the fund portfolio, future bond/bond and gold purchase transactions, structured investment instruments and similar transactions that create leverage by any other method. Derivative transactions can be made both through over-the-counter markets and organized markets. The fund aims to provide absolute returns, independent of market movements, by holding a short position in financial instruments determined to be above their fair value based on statistical and fundamental analysis, and a long position in financial instruments determined to be below their fair value.

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Fund Distribution