Fund Detail Background

Rota Portfolio Goldfinch Industrial and Technology Venture Capital Investment Fund

Daily Return
-%0,17
Monthly Return
+%0,94
YTD Return
+%8,14
Yearly Return
+%8,19
Info 16 April 2026 It was calculated according to the date.

As part of our R&D company responsibilities, we continue to offer Rota Portfolio Real Estate Investment Fund options to investors!

Fund Information

Fund Value
Buy/Sell Info
It is stated in the export document.
Tax Rate
Information Info
%17.5
Risk Level
Fund Transaction Status
Check Trading is closed on Tefas.

Asset Allocation (%)

  • Investment Fund Participation Units %100

Fund Return Graphs (%)

Summary Information

Fund Strategy

The Fund primarily aims to invest in industrial companies in need of technological, operational, and commercial transformation, as well as startups operating in sectors that develop, utilize, invest in, or are related to technology, and companies that develop sector-independent solutions for green transformation. Priority will be given to companies that produce digital technology solutions and offer a value proposition in digital technologies for various industries. However, the Fund may also invest in sectors outside these areas if deemed appropriate by the investment committee. The Fund may invest in any type of publicly traded or privately held corporation or limited liability company operating in the aforementioned areas, which have growth and value-added potential, through direct or indirect capital injection, providing structured financing in the form of a mix of debt and equity financing, acquiring shares, or establishing startups.

Fund Benchmark

Comparison Criterion Ratio of the Benchmark (%)
Detailed information is included in the Fund Issuance Document. %100

Fund Information Table

Fund Code
GST
Fund Share Price
₺1081,870090
Total Value
₺1.446.460,31
Date of Establishment
29.12.2025
Management Fee Annual
% 2,00
Fund Type
Venture Capital Investment Fund
ISIN
TRYROTP00950

Principles of Buying and Selling

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Investors may participate in the Fund by giving a purchase order or committing funds on any business day for 60 days following the issuance date of the Fund's participation units, on the 15th of each month for the following 10 months, and on the 15th of March, June, September, and December of the second and third years thereafter. After the end of this period, acceptance of purchase orders or commitments of funds to the Fund will only be possible with a decision of the Board of Directors. Since the participation units can only be returned to the Fund at the end of the Fund's term, except in cases of liquidation, early distribution, and changes in the investor information documents that may affect the investment decision, sales orders will be created by the Founder on behalf of the investors. In this case, investors do not need to give a separate sales order, and the price of the participation units will be paid to the investors within the framework of Article 16 of the bylaws, no later than the sixtieth (60) business day following the end of the Fund's term.

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.

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