(FPR) Strateji Portföy Forest Equity Hedge Fund (Equity Intensive Fund)

The Fund aims to deliver returns above its hurdle rate, defined as 100% BIST-100 Total Return Index, over the medium to long term. Capital market instruments are selected based on risk/return assessments with a preference for highly liquid assets. To achieve this objective, the Fund employs directional strategies—long or short positions based on market outlook—as well as non-directional strategies involving simultaneous long and short positions in similar assets.

The Fund utilizes technical analysis, macroeconomic models, and quantitative models in its strategies. The Fund may also invest in foreign instruments, with foreign currency and capital market instruments capped at 20% of the Fund’s net asset value. Leverage may be used within prescribed limits to enhance expected returns. Leverage-generating transactions include derivative instruments (futures and options contracts), embedded derivatives, swap agreements, warrants, certificates, forward-dated bond/bill and gold transactions, structured investment instruments, and other similar leveraged transactions.

Investor Suitability

This equity-heavy fund may be suitable for investors targeting returns above the BIST-100 and seeking to benefit from active management. The Fund’s ability to implement strategies in both rising and falling trends offers return opportunities regardless of market direction. The use of derivatives and leverage provides performance potential beyond normal market conditions; however, the Fund is appropriate for investors who accept the additional risk and complexity these instruments entail. Investors with a medium-to-long-term horizon who seek to maximize exposure to the dynamics of the Turkish equity market and are open to active strategy shifts may benefit from this fund.