\u0130yi Gelir Kurucu Orta\u011f\u0131 Prof. Dr. Serra Eren Sar\u0131o\u011flu ve T-Gate Y\u00f6netim Kurulu \u00dcyesi Atilla K\u00f6ksal yat\u0131r\u0131m fonlar\u0131n\u0131n performanslar\u0131n\u0131 k\u0131yaslamak i\u00e7in kullan\u0131lan kar\u015f\u0131la\u015ft\u0131rma \u00f6l\u00e7\u00fctleri hakk\u0131nda konu\u015ftu.<\/p>\n
Bloomberg HT\u2019de yay\u0131nlanan Fon Evreni program\u0131na konuk olan T-Gate Y\u00f6netim Kurulu \u00dcyesi Atilla K\u00f6ksal \u201cBug\u00fcn T\u00fcrkiye\u2019de 69 tane portf\u00f6y y\u00f6netim \u015firketi var. Bunlar\u0131n ihra\u00e7 etmi\u015f oldu\u011fu 500\u2019\u00fcn \u00fczerinde menkul k\u0131ymet yat\u0131r\u0131m fonu var. Fonun \u00f6zelli\u011fine g\u00f6re, bunlar\u0131n hepsi belirli varl\u0131k s\u0131n\u0131flar\u0131na yat\u0131r\u0131m yap\u0131yor. Hisse senedi fonlar\u0131 hisse senetlerine, sabit getirili fonlar tahvillere yat\u0131r\u0131m yap\u0131yorlar. Fon y\u00f6neticisi de e\u011fer hisse senedi fonu y\u00f6netiyorsa kendi performans\u0131n\u0131 adil olarak g\u00f6sterece\u011fini d\u00fc\u015f\u00fcnd\u00fc\u011f\u00fc B\u0130ST 100 getiri endeksi gibi bir kriteri se\u00e7iyor. De\u011fi\u015fken fon, karma fon gibi fonlara ge\u00e7ti\u011fimiz zaman ise fonun yat\u0131r\u0131m stratejisi neyse ona ba\u011fl\u0131 olarak bazen birden \u00e7ok endeks belirli oranlarda kar\u0131la\u015ft\u0131rma \u00f6l\u00e7\u00fct\u00fc olarak belirleniyor\u201d \u015feklinde konu\u015ftu.<\/p>\n
K\u00f6ksal \u201cYat\u0131r\u0131mc\u0131 bir fon al\u0131rken kendi tercihleri do\u011frultusunda bir yat\u0131r\u0131m yap\u0131yor. Bir varl\u0131k fonu da\u011f\u0131l\u0131m\u0131 yap\u0131yor. Tefas, \u0130yi gelir fon platformu, Kamuyu Ayd\u0131nlatma Fon Platformu gibi platformlarda bu fonlar\u0131n ge\u00e7mi\u015f performanslar\u0131n\u0131, nas\u0131l y\u00f6netildi\u011fini, maliyetlerini bulmak m\u00fcmk\u00fcn. Yat\u0131r\u0131mc\u0131lar i\u00e7in \u00e7ok fazla bilgi bulmak m\u00fcmk\u00fcn\u201d dedi.<\/p>\n
Bazen BES taraf\u0131nda g\u00fczel getiri sa\u011flamad\u0131\u011f\u0131na dair ele\u015ftiriler gelebildi\u011fini hat\u0131rlatan Sar\u0131o\u011flu\u201cPiyasa gitmedi\u011fi i\u00e7in de bu zaman zaman olan bir \u015fey\u201d dedi.<\/p>\n<\/div>\n
K\u00f6ksal \u201cBireysel emeklilik \u00f6zellikle piyasalar\u0131 bilmeyen yat\u0131r\u0131mc\u0131lar ve d\u00fczenli birikim yapmak isteyen ki\u015filer i\u00e7in \u00e7ok iyi bir platform. Otomatik Kat\u0131l\u0131m i\u00e7in de ayn\u0131 \u015fey ge\u00e7erli. BES\u2019in i\u00e7inde bir \u00e7ok emeklilik fonu var. Bunlar\u0131n hepsinin yat\u0131r\u0131m stratejileri birbirinden farkl\u0131. Bunlar\u0131n baz\u0131lar\u0131 iyi y\u00f6netiliyor, baz\u0131lar\u0131 iyi y\u00f6netilmiyor. \u00d6te yandan fonlar\u0131n hepsi k\u00f6t\u00fcd\u00fcr demek anlaml\u0131 de\u011fil. Bireysel Emeklilik kat\u0131l\u0131mc\u0131lar\u0131 \u00e7ok fazla yat\u0131r\u0131m dan\u0131\u015fmanl\u0131\u011f\u0131 alam\u0131yor. Robo dan\u0131\u015fmanlarla bu geli\u015fti ama hala yol kat etmemiz laz\u0131m. Varl\u0131k da\u011f\u0131l\u0131m\u0131n\u0131n nas\u0131l yap\u0131lmas\u0131 gerekti\u011fini vatanda\u015fa iyi anlatmak laz\u0131m. Fon y\u00f6netim maliyetlerinin y\u00fcksek olmamas\u0131, y\u00fczde 1 ve alt\u0131nda olmas\u0131 laz\u0131m. Biraz daha \u015feffafl\u0131k laz\u0131m\u201d yorumunda bulundu.<\/p>\n<\/div>\n<\/p>\n
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Kaynak :\u00a0https:\/\/www.bloomberght.com\/bes-te-yatirim-danismanligi-tarafinda-daha-fazla-yol-katedilmeli-3735919<\/span><\/p>\n","protected":false},"excerpt":{"rendered":" T-Gate Y\u00f6netim Kurulu \u00dcyesi Atilla K\u00f6ksal “BES’in i\u00e7inde bir\u00e7ok emeklilik fonu var. Bunlar\u0131n baz\u0131lar\u0131 iyi y\u00f6netiliyor, baz\u0131lar\u0131 iyi y\u00f6netilmiyor. Bireysel emeklilik sistemi kat\u0131l\u0131mc\u0131lar\u0131 \u00e7ok fazla yat\u0131r\u0131m dan\u0131\u015fmanl\u0131\u011f\u0131 alam\u0131yor. Robo dan\u0131\u015fmanlarla bu geli\u015fti ama h\u00e2l\u00e2 yol al\u0131nmas\u0131 laz\u0131m” dedi.<\/p>\n","protected":false},"author":1,"featured_media":19275,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[433,130],"manset":[],"class_list":["post-19274","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-fon","tag-yatirim"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/19274","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/comments?post=19274"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/19274\/revisions"}],"predecessor-version":[{"id":19276,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/19274\/revisions\/19276"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/19275"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=19274"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=19274"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=19274"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=19274"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}