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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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Exchange Hedge Funds

The Unbounded Power of Investment: Exchange Hedge Funds

For those who want to grow their foreign currency savings through opportunities in global markets, rather than simply keeping them in a bank account, Foreign Currency Odds Funds are the most flexible tool. These funds offer a wide range of options in portfolio management and can invest in assets denominated in both domestic and foreign currencies.

1. The Freedom Behind the Word "Free"

Other fund types (e.g., Eurobond funds) are required to hold the majority of their portfolios in a specific asset. Free funds, however, have no such obligation. The fund manager can invest in American technology stocks one day, German government bonds the next, and currency-based derivatives (options, futures) the day after. This allows for the chance to chase returns in any market condition.

2. Key Features of These Funds

Currency-Based Accumulation: These funds generally calculate share values in foreign currency (USD or EUR), or even if purchased in Turkish Lira, they are directly affected by increases in the exchange rate.

High Return Potential: They attempt to achieve high returns that classic Eurobond or foreign currency deposits cannot offer, through risky but strategic moves (leveraged transactions, short selling, etc.).

Active Risk Management: The fund manager can quickly switch the portfolio to a defensive or offensive position depending on the market direction.

3. Who Can Buy? (Critical Detail)

The most important rule for hedge funds is this: Only "Qualified Investors" can invest in these funds.

Qualified Investor: According to the regulations, a person whose total cash and financial assets are 1 million TL or more. If you do not meet this condition, you cannot directly participate in this fund group.

4. Risk and Tax Situation

Risk: Due to their "hedge" structure, these funds can be high-risk (usually level 6-7). If the strategy goes wrong, losses can be deeper than in standard funds.

Tax: A withholding tax (tax) of 17.50% is generally deducted from the earnings of hedge funds.

5. Why Should You Choose Them?

Those who want to add "foreign currency-based interest/dividends" to their foreign currency savings, instead of just relying on exchange rate increases.

Professionals who want access to complex financial instruments that ordinary investment funds cannot invest in.

Those who want to manage their large savings with a global and dynamic portfolio instead of a single asset class. In short; Open-source foreign exchange funds are like attaching "smart wings" to your foreign currency savings. However, it's important to remember that this freedom requires being a qualified investor and having a high risk appetite.