Fund Detail Background

Rota Portfolio Biruni Health and Biotechnology Venture Capital

Daily Return
%0,00
Monthly Return
+%0,29
YTD Return
-%0,26
Yearly Return
-%0,78
Info 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

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 (%)

  • Venture Capital Investments %97.83
  • Investment Fund Participation Units %2.17

Fund Return Graphs (%)

Summary Information

Fund Strategy

The fund's investment strategy primarily aims to invest capital in and/or acquire shares in companies operating in the healthcare and health technology sectors, primarily Biruni Cell Therapy Health Technologies Inc., and/or to provide them with structured financing in the form of a mix of debt and equity financing, and/or to establish venture companies.

Fund Benchmark

Comparison Criterion Ratio of the Benchmark (%)
- %0

Fund Information Table

Fund Code
SIM
Fund Share Price
₺992,107010
Total Value
₺164.997.316,76
Date of Establishment
10.11.2025
Management Fee Annual
% 0,00
Fund Type
Venture Capital Investment Fund
ISIN
TRYROTP00695

Principles of Buying and Selling

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Qualified investors may participate in the Fund by submitting purchase orders or committing funds (in cash or in exchange for equity shares) for 3 years following the Fund Commitment and Initial Subscription Period. Investors may participate in the Fund by submitting purchase orders or committing funds every business day for 60 days following the issuance date of the Fund's participation units, and until the 15th of each month for 2 years and 10 months thereafter. After the end of this period, no further purchase orders or fund commitment orders will be accepted except in the cases defined in this issuance agreement and investor agreement. Outside of the Fund Commitment and Initial Subscription Period, purchase orders for participation units submitted before 17:00 on the price calculation days for participation unit purchases and sales specified below will be executed at the share price determined in the first calculation following the submission of the order. Participation units can only be redeemed for the Fund at the end of the fund term. However, if changes are made to the investor information documents that could affect the investment decision, if there is an exit from venture capital investments before the fund term expires, or if a cash surplus is generated as a result of the collection of receivables and subsequent payment of debts, the Founder's board of directors may decide to distribute the resulting cash surplus to the shareholders in proportion to their shares by returning their shares.

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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