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Investment Funds

You can request Rota Portfolio funds according to their types and themes, and receive detailed information about the funds' returns and prices.

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Equity Funds

Professional Management at the Heart of the Stock Market: Equity-Intensive Funds

For those who want to invest their savings by becoming partners in the growth and profitability of companies, Equity-Intensive Funds are the first stop. These funds are legally required to continuously hold at least 80% of their portfolios in shares traded on the Istanbul Stock Exchange.

1. Why are they called "Equity-Intensive"?

The main characteristic of these funds is their "equity-focused" nature. The fund manager keeps the majority of the portfolio in equities, regardless of market fluctuations. Their strategy is to select the right companies – those that are undervalued, have high growth potential, or pay regular dividends – to achieve a return above the BIST 100 index.

2. Key Advantages of These Funds

Tax Advantage (Withholding Tax Exemption): This is the biggest attraction for individual investors. Earnings from Turkish equity-intensive funds are generally subject to 0% withholding tax under current regulations. This means all your earnings stay in your pocket.

Dividend Yield: When the companies within the fund pay dividends, these payments are directly added to the fund's unit value. This maximizes the benefit from compound interest.

Giant Partnership with a Small Budget: Instead of building a portfolio worth thousands of liras on your own, you can become a partner in Türkiye's giant industrial, banking, and technology companies simultaneously with very small amounts.

3. Risk and Return Balance

Equity-intensive funds generally fall at a risk level of 6 or 7 (high risk) on the risk scale.

Return: This is the fund type with the highest potential return in the long term, exceeding inflation and currency fluctuations.

Risk: They are directly affected by sharp declines in the stock market. Therefore, they are more suitable for "patient" investors who can wait at least 1-3 years.

4. Who are they ideal for?

Those who say, "I can't watch the screen, I can't analyze company balance sheets."

Those who believe in the long-term upward trend of the stock market and want to benefit from tax advantages.

Those who aim to grow their portfolio by making regular monthly savings (such as buying smaller lots).

In short; equity-intensive funds are a mix of companies selected through professional analysis. They are a powerful tool that opens the doors of the stock market wide for those who can withstand short-term fluctuations.