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Rota Portfolio Business Intelligence Venture Capital Investment Fund
As part of our R&D company responsibilities, we continue to offer Rota Portfolio Real Estate Investment Fund options to investors!
15 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
This is detailed in the Export Document.
A withholding tax rate of 17.5% will be applied to Real Estate Investment Funds (REIFs) and Real Estate Investment Funds (REIFs) held for a period shorter than 2 years.
Trading is closed on Tefas.
Asset Allocation (%)
- Girişim Sermayesi Yatırımları %92.82
- Yatırım Fonları Katılma Payları %3.7
- Özel Sektör Kira Sertifikaları %3.48
Fund Return Graphs (%)
Summary Information
Fund Strategy
The fund primarily aims to provide capital to and/or become a partner through share transfers in companies operating in the software and information technology sectors, especially İş Zekası Yazılım Danışmanlık Hizmetleri Tic. A.Ş., and/or to provide them with structured financing in the form of a mix of debt and equity financing, and/or to establish start-up companies.
Fund Benchmark
| Comparison Criterion | Ratio of the Benchmark (%) |
|---|---|
| Detailed information is included in the Fund Issuance Document. | %0 |
Fund Information Table
- Fund Code
- RIZ
- Fund Share Price
- ₺2,180491
- Total Value
- ₺156.151.378,30
- Date of Establishment
- 23.03.2023
- Management Fee Annual
- % 2,00
- Fund Type
- Venture Capital Investment Fund
- ISIN
- TRYROTP00224
Principles of Buying and Selling
Detailed information is included in the Fund Issuance Document.
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.
