TEFAS Funds
GOLDEN BAZAARFund Analysis
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PPE
Securities Investment Funds

PPE

PHİLLİP PORTFÖY SERBEST (DÖVİZ) FON

58.554253 TRYData date 2026-05-25
Total fund value773.2M TRY

Assets under management in TRY.

Investor count74

Published investor count.

Risk valueNot published

TEFAS risk scale.

1Y TRY+27.75%

Trailing one-year TRY performance.

1Y USD+8.70%

TRY return converted with USDTRY movement.

Monthly average+2.06%

return_1y

Loaded month vs avg.-1.54%

The 1M return in the dataset is compared with the historical monthly average.

Minimum buy5,000 TRY

Minimum first purchase amount.

Quick read

Start with these points before you go deeper.

One-year TRY return is positive: +27.75%.

Annual management fee is +1.50%.

Fund profile

Fund typeSecurities Investment Fund
CategoryFree Fund
FounderPHİLLİP PORTFÖY
Portfolio managerPHİLLİP PORTFÖY
Trading statusOpen
Buy valor1 day
Sell valor2 days
Minimum purchase5,000 TRY
Minimum redemption5,000 TRY
Annual management fee+1.50%
Maximum expense ratio0.00%
Withholding taxNot published
ISINTRYPHPY00040

This field is not published in the public fund record.

Asset allocation

Fx Government Internal Debt+79.17%
Private Sector External Debt+18.37%
Investment Fund+2.46%

TRY return table

1M TRY+0.52%
3M TRY+2.08%
6M TRY+7.66%
YTD TRY+4.73%
1Y TRY+27.75%
3Y TRY-
5Y TRY-

USD-based return table

1M USD-1.25%
3M USD-2.18%
6M USD-0.11%
1Y USD+8.70%
3Y USD-
5Y USD-

What the dataset can and cannot show

Coverage93.75%

Field coverage for this fund record.

Allocation3 rows

Asset-class level allocation only.

Position-level holdings, increased positions, reduced positions, and money-flow maps are not shown here unless they exist in the dataset. This keeps the page clear and prevents invented analysis.

Dataset noteThe Golden Bazaar fund dataset contains 1,345 open funds and 6,997 asset-allocation rows. USD returns use the USDTRY movement loaded through 2026-05-22. Missing values are shown as unpublished instead of being filled with estimates.