Balanced Fund Returns
Balanced funds hold both company shares and debt instruments, each with a weight of at least 20 percent. They are calmer than an equity fund and livelier than a bond fund.
Son 1 yıl /h2
| Code | Fund name | Return | Size | Investors |
|---|---|---|---|---|
| ITP | İŞ PORTFÖY TEKNOLOJİ KARMA FON | 40,03% | 1,0 milyar TL | 10.576 |
| IJP | İŞ PORTFÖY BLOCKCHAİN TEKNOLOJİLERİ KARMA FON | 35,17% | 557 milyon TL | 11.715 |
| IKL | İŞ PORTFÖY SAĞLIK ŞİRKETLERİ KARMA FON | 33,45% | 261 milyon TL | 4.974 |
| YAK | YAPI KREDİ PORTFÖY KARMA FON | 31,54% | 1,1 milyar TL | 107.091 |
| IKP | İŞ PORTFÖY YENİLENEBİLİR ENERJİ KARMA FON | 31,30% | 905 milyon TL | 11.192 |
| IPJ | İŞ PORTFÖY ELEKTRİKLİ ARAÇLAR KARMA FON | 29,34% | 1,1 milyar TL | 16.768 |
| IJB | İŞ PORTFÖY DİJİTAL OYUN SEKTÖRÜ KARMA FON | 11,31% | 188 milyon TL | 6.247 |
Return is the change in the fund's unit value over 1 yıl , net of the management fee. Size is the fund's total portfolio value, and the investor count is the number of people holding units in it.
How should this table be read?
Past returns do not predict future returns. That sounds like a cliché, but for funds it is especially true: a fund at the top of the list one year can be near the bottom the next. Picking a fund by its one-year return is the riskiest method there is.
Compare against the median. The median return of this category is 31,54. Bir fonun iyi olup olmadığı mutlak sayısıyla değil, kendi kategorisinin medyanına göre belirlenir. Medyanın çok üstündeki getiriler genelde daha yüksek risk alındığı anlamına gelir.
Look at size and investor count. In a very small fund a few large trades can move the return. Funds with many investors are usually more settled structures.
Compare the funds yourself
Ana sayfadaki FONLAR sekmesinde dönemi (1 ay, 3 ay, 1 yıl, 3 yıl, 5 yıl) değiştirebilir, kategorileri yan yana koyabilir ve fonların enflasyona karşı durumunu görebilirsiniz.
Open the fund screenOther fund categories
Top-Performing Equity Funds Gold and Precious Metal Fund Returns Participation Funds: Interest-Free Fund Returns Money Market (Liquid) Fund Returns Hedge Fund Returns and Risks Foreign Currency and Foreign Asset Fund Returns Government and Corporate Bond Fund Returns Flexible Allocation Fund Returns Fund of Funds Returns