Risk Seviyesi
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This fund can only be sold to customers with qualified investor status.
The KBJ Fund’s strategy aims to construct a relatively balanced portfolio guided by fundamental analysis and prevailing economic/political developments. Within this framework, it targets BIST equity exposure in the 80%–105% range. The investment strategy focuses on controlling risk and volatility. Approximately 80% of positions are established based on fundamental analysis and macroeconomic developments. The remaining 20% consists of alpha-generating market-neutral long/short positions and derivative instruments, while 10%–25% of the portfolio is allocated to index-heavy equity positions to capture trend movements depending on market dynamics and price action. The Fund also evaluates Latin American and thematic international equities.
Investor Suitability
This fund is suitable for investors seeking a domestically focused, balanced, and actively managed equity strategy. By maintaining a 80%–105% allocation to BIST‑listed equities, it aims to capture the long‑term growth potential of the Turkish market. Alongside fundamentally driven positions, the fund employs long/short strategies and tactical index‑heavy allocations. Investors who value a flexible, market‑responsive management approach and wish to access occasional international thematic opportunities may benefit from this fund.
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Fund Distribution
Risk Level
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