BTE – Gaming and Technology Variable Fund: Stay One Step Ahead in Tech and Gaming Investment

In recent years, digitalization, artificial intelligence, and advanced technologies have triggered profound transformations across many sectors. Among those most impacted and rapidly growing is the gaming and technology sector. With mobile devices and applications becoming an integral part of our lives, the spread of cloud systems, and the rise of interactive content, our entertainment habits have inevitably changed.

In recent years, digitalization, artificial intelligence, and advanced technologies have triggered profound transformations across many sectors. Among those most impacted and rapidly growing is the gaming and technology sector. With mobile devices and applications becoming an integral part of our lives, the spread of cloud systems, and the rise of interactive content, our entertainment habits have inevitably changed.

Investors who adapt to this transformation are seeking ways to include tomorrow’s winners in their portfolios today. That’s precisely where our BTE – Gaming and Technology Variable Fund at BV Portföy steps in. This fund brings together major players in the gaming world, offering investors a well-grounded and balanced investment opportunity.

We’d like to introduce three standout companies within the BTE fund universe:

Take-Two is renowned in the gaming industry for building quality through long-term strategies. Known for globally successful franchises such as Grand Theft Auto and Red Dead Redemption, the company has been developing the much-anticipated GTA VI, expected to launch in 2025. With a development cost nearing $2 billion, the game is forecasted to generate over $3 billion in revenue in its first year.

One of Take-Two’s most striking recent moves was its $12.7 billion acquisition of Zynga to make a strong entry into the mobile gaming market. Given that mobile games account for nearly half of the global gaming industry, this acquisition positions Take-Two to expand its market share and reach a broader user base. The GTA VI launch is generating major anticipation among investors, reinforcing Take-Two’s long-term growth potential.

A legacy brand, Nintendo is known for its simple yet effective designs and its ability to connect entertainment with technology, appealing to a wide age range. With characters like Mario and Zelda, the company has created not just games but cultural icons. Nintendo is currently in the spotlight for its upcoming Switch 2 console, set to release on June 5. The original Switch, released in 2017, has sold over 150 million units globally.

With over 1.35 billion games sold, analysts estimate that Nintendo will sell approximately 15 million Switch 2 units in the first six months. Coupled with expected game sales, the second half of 2025 could be particularly profitable. Moreover, the company’s steps into animation and cinema projects hint at potential revenue streams beyond gaming.

Unlike Nintendo and Take-Two, Tencent is not solely a gaming company; it operates a vast digital ecosystem across social media, fintech, and cloud solutions. About 50% of its revenue comes from hit games like Honor of Kings and PUBG Mobile. Tencent also collaborates with companies looking to enter the Chinese market, such as its role as the Chinese distributor for Nintendo Switch since 2019.

Although Tencent will terminate Nintendo Switch eShop and online services in China by 2026, its role in the region remains significant due to regulatory complexities that encourage global giants like Microsoft to partner with local players. Tencent has also increased its stake in financially struggling Ubisoft, gaining significant influence over franchises like Assassin’s Creed, Far Cry, and Rainbow Six.

Shifting focus toward Western markets, Tencent continues to invest in AI and cloud gaming technologies to increase its tech-driven revenues in the future.

The diverse business models of these three companies make the BTE – Gaming and Technology Variable Fund a unique choice for investors seeking to diversify their risk.

While Take-Two focuses on producing high-quality, long-term game franchises, Nintendo builds a loyal user base through hardware and strong IPs, and Tencent commands a vast digital infrastructure. This means the fund not only enables risk diversification but also gives investors the opportunity to participate in the broad potential of the gaming and technology sectors.

By combining these three tech giants, our BTE – Gaming and Technology Variable Fund offers investors the chance to invest not only in today’s performance but also in future growth potential. You can invest by accessing mutual fund transactions through any bank or brokerage firm and selecting BTE among BV Portföy’s fund options.

The most effective way to manage your investments confidently, diversify your portfolio, and minimize risks is through the expertise of BV Portföy.