BV Portföy First Flexible Fund (BVD)

The Fund aims to deliver sustainable returns above Turkish Lira (TRY) deposit rates. To achieve this objective, it adopts a multi-asset portfolio management approach using artificial intelligence–supported asset allocation models.

Why Should I Invest?

Sustainable TRY Returns in Volatile Markets

The Fund aims to generate sustainable returns above TRY deposit rates. In line with this objective, asset allocation and arbitrage investments form the core of the Fund’s strategy. By utilizing artificial intelligence–supported statistical asset allocation models, the Fund benefits from inverse correlations between different asset classes. For arbitrage returns, the Fund evaluates arbitrage opportunities in domestic and international equities, foreign currency–denominated assets, precious metals, and fixed-income securities, enabling additional returns in markets that individual investors typically cannot access. Through these core investment strategies, the Fund aims to offer a balanced risk–return profile.

About BV Portföy

Why Should You Invest in This Fund?

Targets stable returns above TRY deposit rates.

No qualified investor requirement.

Benefits from return opportunities across multiple markets.

A New Approach to Multi-Asset Management with Artificial Intelligence!

Asset allocation models such as “Modern Portfolio Theory” introduced in the 1950s and “Risk Parity” models developed in the 1990s have evolved into new hybrid models, enhanced by artificial intelligence in the 2020s.

Portfolios constructed using these hybrid models aim to be more resilient to shocks and crises while targeting a more stable return profile. BVD Fund investors, without the requirement to be qualified investors, can participate in the returns of both domestic and international assets, while also benefiting from arbitrage opportunities in global markets to achieve returns above deposit rates.


İlkay Öztürk

Director of Portfolio Management

BV Portföy First Flexible Fund (BVD)



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Frequently Asked Questions

The Fund has two main strategies. The first is to evaluate return opportunities in domestic and international markets by using asset allocation models enhanced with artificial intelligence. The second is to generate additional returns for the Fund by benefiting from price differences (arbitrage) in domestic and international markets.

The recommended investment horizon for the BVD Fund is 3–6 months.

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Fund Performance

Fund performance helps you evaluate the success of your investment strategies. Access all the information you need here, including current and historical performance data, to make the most informed investment decisions.

Fund Profile

Review critical details such as the fund's objective, strategy, and performance history. Find the essential information you need for making informed investment decisions here.
Fund Price
1.175427
Fund Size (TRY)
₺240.370.179,92
Risk Value
2
Benchmark
Fonun eşik değeri; (%100) BIST-KYD 1 Aylık Mevduat TL Endeksi
Withholding Tax
%17.5

Asset Distribution

Discover how your investments are diversified and how risk is managed. Explore the asset allocation details that strengthen your portfolio.
Equities 22.84%
Mutual Fund Units 17.97%
VİOP Teminat 15.38%
Varlığa Dayalı Menkul Kıymetler 14.34%
Özel Kira 11.7%
Finansman Bonosu 11.14%
Reverse Repo 2.8%
Government Bond 2.38%
Diğer 1.45%

Fund Documents & Links

PDP - BVD

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