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Wealth Management:
The professional support and management that investors seek for their investments is not out of reach. As a firm, we have reshaped ourselves by combining our past experience in the Turkish Capital Market with our trusted investor oriented principles.
Purpose:
As a firm, our purpose is to use our business experience, knowledge and customer oriented service mentality to establish a flexible administration model which can adapt to the ever changing investment habits.
Goal:
With Turkey’s EU candidacy, we realize that current investment habits are on the brink of irreversible change. Taking this into consideration, our goal is to create suitable investment opportunities for our customers.
Strategies:
Based on customer risk profiles, and guided by our 6 - or 12 month expectations, we direct our customers towards the most appropriate financial tools for their investments.
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Credibility
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Investor oriented service
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Professional management team
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Investment decisions supported by research
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Analysis of investor expectations enabling customer habits and risk decisions to be determined accurately
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Correct determination of customer goals
Products:
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Stocks
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Treasury Bonds
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Foreign Currency (Dollar, Euro)
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Foreign Currency Bonds
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Eurobonds
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A Type Funds
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B Type Funds
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Repo
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ATA PY+ Special Fund
Yield and Risk Analysis:
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Market expectations
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Product decision and risk determination
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Analysis of investor expectations of the market
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Analysis of current investment portfolio
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Determination of accurate goals
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Reporting and discussions which meet investor requests
Three advantages that Atapy+ offers in the domestic market, where standard investment habits are misinterpreted as the professional approach:
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Measurable and accurate performance
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Professional and effective management
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A service mentality that is based on trust and success
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Performance Premium & Management Commission:
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Management Commission (0.6% annually)
A management commission paid monthly, based on the closing price at the end of each month.
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Performance Premium (15%)
Based on closing prices after a 6 month period, the performance premium is calculated on the initial amount if there is any nominal yield at the end of the period
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Comparison Tools:
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ISE National 100 Index
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ISE Repo Index
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ISE Equal-Weight Bond Index
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Eurobonds
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TL Deposits
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Foreign Currency Deposits
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ATA PY+ Individual Portfolio Management B Type Variable Fund
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Fund Strategy |
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Investing through T-bills and Treasury bonds, with a maximum allocation of 10% for ISE listed stocks - should suitable investment opportunities arise - to create an alternative investment tool. Available only for individual portfolio management customers.
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Date of Initial Public Offering |
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Offered on 8 August 2005, by changing the Foreign Stocks & Bonds Fund.
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Total Amount of Fund |
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TRY 10,000,000 |
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Fund Asset Value |
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TRY 12,082,611 |
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Shares in Circulation |
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563,804,500 |
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Total Shares |
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1,000,000,000 |
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