Istanbul Portfoy

Turkey's Largest, Domestic and Independent Portfolio Management Company

DETAILS
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Individual Investors

The most important difference that distinguishes us from other portfolio management companies is that our managers, who invest their own assets in the funds they manage, share the same risk/return with their customers.

Institutional Investors

Portfolios are created for corporate companies such as insurance companies, pension funds, foundations, family companies, private and public companies, in accordance with their own risk/return profiles and limitations.

Performance Charts of Funds

You can access the periodic average return comparison graphs of Istanbul Portfolio funds and TEFAS funds from the link below.



Why Istanbul Asset Management?
We Share the Same Risks
Independent Management
Boutique Approach

The most important difference that distinguishes us from other portfolio management companies is that our fund managers, who invest their own assets in the funds they manage, share the same risk/return with their customers.

Why Istanbul Asset Management?
We Share the Same Risks
Independent Management
Boutique Approach

We are an independent organization that strives to increase the returns of our investors without being affiliated with any bank or brokerage firm and without causing any conflict of interest.

Why Istanbul Asset Management?
We Share the Same Risks
Independent Management
Boutique Approach

By creating completely investor-specific portfolios, we produce investment strategies that address the risks and expectations of different investors.

Istanbul Asset Management

Our Investment Strategy

Our mission is to create stable and expected returns for our investors with minimum risk in complex financial markets within the risk criteria they determine.

As Istanbul Portfolio Management, we analyze the macroeconomic and political situation with the aim of providing absolute returns and wait for suitable conditions to invest in all reliable instruments that can create profits in the financial markets.

In addition to the investment models we create with a number of relevant variables to make investment decisions, we aim to create maximum advantage from instantaneous price movements.

We make sure that the portfolios consisting of the instruments we invest in are in line with the risk expectations of investors; We offer optimal solutions by calculating instrument-based, sectoral and general economic risks.

Istanbul Asset Management

Our Investment Philosophy

Our mission is to create stable and expected returns for our investors with minimum risk in complex financial markets within the risk criteria they determine.

As Istanbul Portfolio Management, we analyze the macroeconomic and political situation with the aim of providing absolute returns and wait for suitable conditions to invest in all reliable instruments that can create profits in the financial markets.

In addition to the investment models we create with a number of relevant variables to make investment decisions, we aim to create maximum advantage from instantaneous price movements.

We make sure that the portfolios consisting of the instruments we invest in are in line with the risk expectations of investors; We offer optimal solutions by calculating instrument-based, sectoral and general economic risks.

Our Funds

We determine investment methods based on our investors' risk and return expectations, creating personalized portfolios for each of our investors.

Debt Instruments Funds

Debt funds are a type of fund that generally aims to generate income by investing in fixed income securities. Investments are made in various debt instruments such as government bonds, corporate bonds, bonds and other fixed income instruments. By participating in these funds, investors have the opportunity to indirectly invest in various debt instruments owned by the fund. The main purpose of these funds is to offer investors the opportunity to obtain fixed income with low risk levels. Since the fund's asset allocation consists of fixed income instruments, they are not sensitive to volatile market conditions like stocks. Therefore, they are considered a more stable and low-risk investment tool.

Show Funds

Debt funds are a type of fund that generally aims to generate income by investing in fixed income securities. Investments are made in various debt instruments such as government bonds, corporate bonds, bonds and other fixed income instruments. By participating in these funds, investors have the opportunity to indirectly invest in various debt instruments owned by the fund. The main purpose of these funds is to offer investors the opportunity to obtain fixed income with low risk levels. Since the fund's asset allocation consists of fixed income instruments, they are not sensitive to volatile market conditions like stocks. Therefore, they are considered a more stable and low-risk investment tool.

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Variable Funds are a type of fund that typically follows complex investment strategies and invests in stocks, bonds and other financial instruments. These funds provide investors with a form of portfolio diversification, whereby investments in different asset classes are used to spread risks and increase potential returns.

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Pension investment funds are investment instruments designed to provide income security for individuals during their retirement periods. These funds typically diversify their portfolios by investing in various asset classes such as stocks, bonds, real estate and other financial instruments. Pension investment funds follow a long-term investment strategy by evaluating individuals' retirement savings. This type of fund allows investors to manage their retirement savings, usually through automatic enrollment programs or individual retirement accounts.

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In fund basket funds, at least 80% of the portfolio size consists of other investment funds. The fund may include Turkish investment funds, exchange-traded funds and foreign fund basket funds (global ETFs) focusing on stocks, bonds, commodities and other asset classes. With this diversification, investors have the opportunity to invest in many asset classes and strategies by purchasing a single fund instead of managing complex portfolios.

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Venture capital investment funds are private investment funds that are generally created to contribute to the growth and expansion processes of newly established and growing young and innovative companies by providing financing. It is a type of investment that generally focuses on early-stage companies, especially in technology, healthcare, energy and other innovative sectors. These funds typically implement their investment strategies over a period of time and then may liquidate their portfolios through such methods as a sale or an initial public offering.

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Stock funds typically diversify their asset allocation by investing in stocks of many different companies. In this way, it provides investors with the advantage of having a wide distribution rather than depending on the performance of a single company. The fund's return is based on the returns of the stocks in which it invests. Fund performance may fluctuate depending on stock market conditions. To get more detailed information about the tax advantages of stock funds, you can call +90 212 227 5600.

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Mixed funds provide diversification by being distributed equally across different asset classes or in accordance with a specific strategy. This diversification is intended to protect investors' portfolios against the risk of a particular asset class and can increase potential returns. They generally have flexible investment strategies. Thanks to the fund manager's flexible investment strategy, they can change their portfolio weights and direct them to different asset classes depending on market conditions and economic outlook.

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Participation funds are managed in accordance with Islamic investment principles by avoiding transactions involving interest, speculation and uncertainty and focusing on interest-free investment instruments. Asset distribution of the fund; It includes interest-free asset classes such as Islamic bonds (sukuk), Islamic stocks (those whose activities comply with Islamic principles), Islamic funds and gold. In line with these principles, investors are provided with the opportunity to both achieve their financial goals and invest in line with their beliefs.

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Money market funds are a type of fund that aims to provide liquidity and low volatility to investors by generally investing in short-term and low-risk financial instruments. These funds; They invest in fixed income instruments such as treasury bills, bank deposits, public and private sector bonds, and short-term debt instruments, which generally have a maturity of less than one year. Money market funds may be a suitable option for investors who want to invest with low risk and short-term investment goals. These funds are generally preferred by investors who need capital preservation and liquidity.

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Hedge funds differ from other fund types by having a more flexible investment strategy. They can operate in domestic and global markets with a wide range of assets such as stocks, bonds, real estate and derivative instruments. Thanks to its flexible investment strategy, wide asset diversification and being subject to fewer restrictions, its return and risk level is higher than traditional investment funds. The fund's investor base consists of a limited number of investors who are ready to make larger capital commitments.

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In private hedge funds, the investment strategy is determined specifically according to the investor's risks and expectations. Investor confidentiality is at the forefront and there is no obligation to disclose the details of the investor and the fund to the public, fund participant information is shared only with the CMB. Fund participation shares are allocated to predetermined individuals and institutions. No entry can be made to the fund other than the persons specified during establishment. New investors can enter the fund after establishment with the approval of all persons/institutions in the fund. Private funds are a suitable investment tool for individuals and institutions such as individual investors, families, institutional investors, foundations, associations and unions. Thanks to the flexibility depending on the fund type, investments can be made in various asset classes in TRY and foreign currency.

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Istanbul Asset Management

Fund Report

You can review our funds' investment strategy, periodic returns, asset distributions and detailed information by downloading our monthly fund report.

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6
THOUSAND+

NUMBER OF INVESTORS

72

NUMBER OF FUNDS MANAGED

76
BILLION ₺

ASSET UNDER MANAGEMENT

Frequently Asked Questions

Do I send my money to Istanbul Portföy Yönetimi A.Ş.'s account?

No. We have agreements with Türkiye İş Bankası and Akbank clearing custody banks. The money is sent to the account opened in the customer's name at these banks. The invested financial assets are kept by the clearing custody bank on behalf of the customer.

Can Istanbul Portföy transfer my money or investments to third parties?

Can Istanbul Portföy invest as it wishes through its customer account?