(SKO) Strategy Portfolio Dividend-Paying Stock Fund

The SKO Fund employs a balanced equity strategy that integrates both bottom-up and top-down approaches. It maintains Turkish equity exposure within an 80%–105% range, adjusted dynamically according to the macroeconomic outlook. Although the Fund operates in line with peer equity-heavy funds, high-conviction stocks may carry higher weightings within regulatory limits. The Fund does not specifically invest in dividend-paying stocks; absolute return is the primary objective. The Fund distributes dividends to shareholders on December 15th of each year.

Investor Suitability

This fund may be suitable for investors seeking both regular dividend income and capital appreciation opportunities. With an absolute return-focused management approach, the Fund targets above-index performance by overweighting high-conviction stocks. The annual dividend distribution on December 15th provides a regular cash flow, while positions in high-growth-potential equities offer capital appreciation. Medium-to-long-term investors who value dividend income yet also wish to benefit from growth-oriented companies may find this fund appropriate.