First Free Fund (BIS) – Opportunity for Absolute Return in USD Terms

The share of foreign currency (dollarization) in total deposits is one of the key indicators used to analyze investor behavior and the effects of macroeconomic policies. The same principle applies to investment fund preferences.

The share of foreign currency (dollarization) in total deposits is one of the key indicators used to analyze investor behavior and the effects of macroeconomic policies. The same principle applies to investment fund preferences. By examining which types of funds investors prefer—local or foreign currency-based—and in what proportions, we can interpret their immediate reactions and expectations for the future.

During periods when countries' need for foreign currency increases, or in times of high inflation, investors often turn to foreign currencies or assets valued in foreign currencies as a hedging move against the risk of local currency depreciation.

In general, investors seeking foreign currency-based returns may choose various strategies: opening foreign currency time deposit accounts, investing in precious metals like gold or equities, or selecting investment funds indexed to foreign currencies.

With BIS – BV Portföy First Free Fund, we aim to help both individual and institutional investors manage exchange rate risks and achieve absolute returns in USD terms.

This fund, while being a Turkish Lira-based investment, targets absolute returns in USD. It is designed to serve individual investors, exporting corporates, and insurance companies by offering protection against the depreciation of the local currency through currency derivative positions, thereby enabling returns in USD.

Key Aspects of BIS – BV Portföy First Free Fund’s Investment Strategy:

• It uses currency derivatives to hedge the portfolio against potential depreciation of the Turkish Lira against the USD.
• While taking protective positions in the currency options and futures markets, the fund also seeks additional returns through arbitrage opportunities in spot and futures equity markets, utilizing AI-powered algorithms.
• These positions collectively provide the opportunity for absolute returns in USD for investors.
• For institutional investors, the fund also allows for protection against foreign currency liabilities without holding any FX positions on their balance sheets, while still generating absolute returns in USD.

You can review the fund’s performance rates in the table below:

BIS – BV Portföy First Free Fund is a next-generation solution for investors seeking foreign currency-based returns. It offers the opportunity to invest in Turkish Lira while achieving absolute returns in USD. Through advanced financial instruments and AI-supported strategies, our fund not only protects your portfolio against currency risk but also creates additional return potential.

Empower your portfolio with the expertise of BV Portföy and move forward with confidence toward your financial goals.

To diversify your portfolio effectively, learn more about BV Portföy’s investment funds, and determine the most suitable ones for your needs, feel free to contact us.

Managing your investments confidently, diversifying your portfolio, and minimizing risks is all possible with the expertise of BV Portföy.