Katılma payları önceden belirlenmiş özel kişi ve/veya kurumlara tahsis edilen ve Portföy Yönetim Şirketi tarafından kurulan fonlar ‘**Özel Fon**’ olarak adlandırılır. Özel fonun yatırım stratejisi ve yatırım yapacağı ürün grupları fon izahnamesinde açıkca belirtilir.
Private Fund is a suitable investment tool for individuals and institutions who have a certain amount of assets and want to evaluate these assets in the long term perspective.
A private fund is established with an investment strategy that will be determined according to the investor's risk and expectations. One of the greatest advantages of the fund is the ability to implement different investment strategies under a single fund umbrella and the ability to change the strategy according to market conditions if desired.
The private fund is managed by Azimut Portföy's experienced and expert portfolio management team.
The names of the investors of the private fund are not required to be disclosed to the public, and only notification to the SPK (Turkish Capital Markets Board) is required at the time of establishment.
Private fund shares can be converted into cash at any time and in any desired amount subject to returning to the fund. Requests received within the notice periods specified in the fund prospectus are converted into cash with the best efforts of the issuer.
All income from private funds (without issuing a statement) is taxed at the source with a withholding tax of 0-10% according to the type of fund.
In investment funds, taxation is deducted at source through withholding tax. Therefore, there will be no addition to the income tax base with the advantage of a statement for investment fund income. The only source of tax is the withholding tax.
Investment fund withholding tax is deducted at the time of fund liquidation. Therefore, after entering the fund, there is an opportunity to obtain significant funding income by delaying the accumulated withholding tax without liquidating the fund.
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