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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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Hedge Funds

Investment Players Without Borders: Hedge Funds

Traditional funds (equities, bonds, gold, etc.) are subject to strict investment limits set by the Capital Markets Board (SPK). For example, an equity fund is required to hold the majority of its portfolio in equities. However, Hedge Funds can invest in any type of financial instrument, in any proportion they wish, exceeding these limits.

1. The "Superpowers" Brought by Freedom

The key differences that set these funds apart from others are:

Leverage Use: The fund manager can multiply the return by taking positions larger than the cash they have (of course, this also multiplies the risk).

Short Selling: They can make profits even when the market is falling. They can follow a strategy of profiting from the decline by borrowing and selling an asset whose price is expected to fall.

Asset Diversification: They can establish "hybrid" strategies in a very wide range of assets, from real estate certificates to derivative instruments, from foreign stock exchanges to commodities.

2. Only for "Qualified Investors"

The most critical feature of open-ended funds is that they are not open to every investor. To invest in these funds, you must have Qualified Investor status.

Requirement: The total of your cash and financial assets in banks and brokerage firms must be 1 Million TL or more. Investors below this limit cannot enter open-ended funds (except for special sub-fund structures).

3. Why Choose Open-Ended Funds?

Absolute Return Target: While standard funds generally try to outperform an index (like the BIST 100), hedge funds aim to provide positive returns regardless of market direction.

Customized Strategies: Some hedge funds focus only on a specific theme (e.g., only on technology startups or only on currency arbitrage).

Professional Management Comfort: Complex financial instruments (options, swaps, etc.) are managed by experts on your behalf.

4. Risk and Tax Aspect

Risk: "Freedom" can bring high risk. An incorrect leveraged trade or strategy can cause sharp declines in fund value. Risk levels are generally between 5 and 7.

Tax: In hedge funds (excluding equity-intensive ones), a withholding tax of 17.50% is generally applied to earnings.

In summary; Hedge funds are designed for large investors who want "aggressive and flexible" management that doesn't fit the molds offered by standard investment instruments. It is the professional playground for those who want to turn market storms into opportunities.