Venture Capital Investment Funds
You can invest in Rota Portfolio Venture Capital Funds within the scope of R&D Company Obligations.
RST
Rota Portfolio Healthcare Technologies Venture Capital Investment Fund
RTT
Rota Portfolio TTGV Venture Capital Investment FundRIZ
Rota Portfolio Business Intelligence Venture Capital Investment FundRNV
Rota Portfolio Nova Venture Capital Investment FundROV
Rota Ventures Venture Capital Investment FundRTN
Rota Portfolio Technology Venture Capital Investment FundRRG
Rota Portfolio Univolt Venture Capital Investment FundBTG
Rota Portfolio First Fintech Venture Capital Investment FundR3P
Rota Portfolio 3 Dots Venture Capital Investment FundPRO
Rota Portfolio Proptech Venture Capital Investment FundBRS
Rota Portfolio Teknosab Logistics Venture Capital Investment FundZG9
Rota Portfolio Artaş Venture Capital Investment FundGRN
Rota Portfolio Agricultural Technologies Venture Capital Investment FundDSE
Rota Portfolio ODS Venture Capital Investment FundRSB
Rota Portfolio Sip&Bite Venture Capital Investment FundETF
Rota Portfolio Impact Venture Capital Investment FundIVG
Rota Portfolio Pin Beverage and Food Technologies GDPRCH
Rota Portföy Connected Healthcare Solutions GSYFPLI
Rota Portfolio Upily Ventures Venture Capital Investment FundRDE
Rota Portfolio Defne Venture Capital Investment FundSIM
Rota Portfolio Biruni Health and Biotechnology Venture CapitalYSN
Rota Portfolio Green Energy Technologies GDPRNR
Rota Portfolio New Rising Ventures GSYFRET
Rota Portfolio E-commerce Venture Capital Investment FundRDV
Rota Portfolio D-Venture Fund Basket GSYFFrequently Asked Questions
Yatırım fonları; ters repo, devlet tahvili, hazine bonosu, hisse senedi, özel sektör tahvili ve finansman bonosu, yabancı menkul kıymetler, yatırım fonları, değerli madenler, vadeli sözleşmeler ve opsiyonlar gibi varlıklara yatırım yapabilmektedir.
Serbest Fon, nitelikli yatırımcıların yatırım yapabildiği, yönetim stratejisi ve yatırım araçları konusunda herhangi bir kısıtlamaya tabi olmayan fon türüdür. Serbest Fonlar, Türkiye’de ve yurt dışında sadece SPK’nın “nitelikli yatırımcı” tanımına uygun kişi ve kurumlara satılabilmektedir. Diğer yatırım fonlarından farklı olarak piyasaların her iki yönde de sunacağı fırsatlardan istifade etme (long/short) esnekliğine sahiptir. Tezgahüstü türev işlemler yapabilir, risk yönetimi açısından belli kısıtlamalara tabiidir. Katılma payları sadece nitelikli yatırımcılar tarafından alınabilir.
Rota Portföy Yönetimi sadece müşteriyle yapılan portföy yönetimi sözleşmesinde yazılı olan şart ve koşullarda portföyü yönetmekle yükümlüdür.
Türkiye’de çalıştığınız banka veya aracı kuruma gerekli bilgi ve belgeleri sağlayarak müracaat edip nitelikli yatırımcı tanımınızı yaptırabilirsiniz.
Venture Capital Investment Funds
Qualified Investor Requirement: Only "qualified investors," as defined by the Capital Markets Board (SPK), with financial assets worth at least 1 million TL can participate in these funds.
Long-Term Perspective: Since the growth and valuation of ventures takes time, these funds are generally long-term investments, typically lasting 7-8 years.
Liquidity Restriction: Participation units generally cannot be redeemed or sold to the fund until maturity.
High Risk and Return: Although the risk of failure is high, a successful venture can offer a potential return of over 100% if it develops into a large company.
Why Choose a Venture Capital Fund? (Advantages)
Tax Incentives:
Corporate investors can deduct up to 10% of their declared corporate income from their tax base by allocating it to Venture Capital Fund investments.
The fund's earnings are exempt from corporate tax, and the withholding tax rate is generally zero during the profit distribution phase.
Professional Venture Analysis: Early-stage opportunities inaccessible to individual investors are meticulously selected and managed by expert portfolio managers.
Ecosystem Participation: Investors gain the chance to become partners in technology and innovation-focused companies that can shape the future of Türkiye and the world, right from the start.
Risks and Responsibilities
Capital Loss: There is a risk of principal loss if the invested ventures fail to achieve the expected growth.
Investment Conditions: Institutions wishing to benefit from tax deductions are required to convert their allocated funds into investments within a certain period; otherwise, the principal tax and interest will be collected.