Rota Portfolio
Tenth Hedge Fund
Let your savings grow in value with domestic stocks through Rota Portfolio's Tenth Hedge Fund!
Let your savings grow in value with domestic stocks through Rota Portfolio's Tenth Hedge Fund!
Fund Information
Asset Allocation (%)
- Stock %95.39
- Reverse Repo %4.52
Fund Return Graphs (%)
ROF My fund
How much profit did it generate?
With the Rota Portfolio fund return calculator, you can calculate the historical returns of the funds you wish to invest in, for any date range you specify.
Fund returns are based on past performance and do not guarantee that the same returns will be achieved in the future. The returns disclosed on our website are gross returns. You can check the current withholding tax rates for investment funds.
Summary Information
Fund Strategy
Rota Portfolio Tenth Free Fund aims to create long-term value for investors by investing in shares traded on the Istanbul Stock Exchange (BIST). Following an investment strategy that monitors company valuations, the Fund invests in undervalued companies, taking into account fundamental ratios. At least 51% of the Fund's portfolio will always consist of companies listed on the Istanbul Stock Exchange. To support its main strategy, the Fund may take hedging and/or investment positions in derivative instruments and explore arbitrage opportunities.
Fund Benchmark
| Comparison Criterion | Ratio of the Benchmark (%) |
|---|---|
| This represents an annual return of 7% in US Dollars (USD). | %100 |
Fund Information Table
- Fund Code
- ROF
- Fund Share Price
- ₺3,316530
- Total Value
- ₺610.620.400,31
- Date of Establishment
- 31.10.2023
- Management Fee Annual
- Group A 2.50% - Group B 0.40%
- Fund Type
- Hedge Fund
- ISIN
- TRYROTP00307
Principles of Buying and Selling
Investors' orders to purchase participation units, placed until 13:30 on days when the BIST Equity Market is open, will be executed at the share price determined in the first calculation following the placement of the order.
Fund Documents
All information, comments, and assessments on these pages have been prepared by Rota Portfolio for the purpose of informing investors without any financial gain. This information, which is in no way intended to be directive, should not be considered as investment advice by investors and should not be used as a basis for investment decisions. All information, assessments, comments, and statistical figures and values in this report have been compiled from sources believed to be reliable and reflecting current market conditions as of the date of preparation. The opinions, information, and data presented in this report aim to assist investors in making their own investment decisions and do not constitute an offer and/or commitment to buy or sell any security. There is no connection between the investment decisions of investors and the opinions, information, and data presented in this report, and Rota Portfolio or its employees are not liable for any direct and/or indirect damages arising from the use of the information, assessments, comments, and statistical figures and evaluations contained herein. The comments and recommendations in this report are based on the personal opinions of those making the comments and recommendations. These opinions may not be suitable for your financial situation and your risk and return preferences. Therefore, investment decisions based solely on the information presented here may not yield the results you expect. Past performance should not be considered an indicator or guarantee of future performance.
How do I invest?
You can easily invest in funds traded on TEFAS from all banks.
For investments in funds not traded on TEFAS and Principal Protected Funds, you can receive Professional Portfolio Management Services.