(SBR) Strateji Portfolio First Variable Fund

The Fund’s primary objective is to generate TRY-denominated real returns over the medium term. It constructs a variable and flexible fund composition by actively investing in all types of securities and security-based instruments on a global scale. At least 51% of the Fund’s portfolio value is continuously held in BIST-listed equities. The portfolio manager may dynamically adjust the allocation of the remaining assets based on their return potential and market outlook.

Investor Suitability

This fund may be suitable for investors who believe in the medium-to-long-term growth potential of the Turkish equity market while also seeking to benefit from global opportunities. Maintaining at least 51% in domestic equities enables participation in BIST performance, while the flexible management of the remaining allocation allows shifts into bonds, foreign currencies, or international assets as market conditions warrant. This structure targets above-inflation TRY-based real returns without dependency on a single asset class. Investors with a medium-term investment horizon who trust active portfolio management and accept strategy adjustments based on market conditions may benefit from this fund.