Inveo Portföy
Capital Markets
Inveo Portföy
Driven by the mission of creating value for its investors to achieve their long-term financial goals, Inveo Portföy has been providing mutual fund services since 1991 and asset management services since 2008. With its experience and expertise, the company develops appropriate investment strategies for individual and institutional investors to achieve their financial goals by prioritizing their satisfaction.
HIGHLIGHTS
We Pursue Excellent Investment by
Adhering to Corporate Values.
- Business orientation:Perfecting our business processes and service approach to create value for our investors and business partners.
- Pioneering change:Pioneering change Pioneering change in the asset management sector, especially in technology and digitalization.
- Dynamic human resources:Serving with a dynamic human resource with the energy and creativity of reliable, ethical, entrepreneurial and innovative employees.
- Social responsibility:Contributing to the growth and deepening of our country's economy through our investment funds and other services.
- Sustainability:Creating economic, environmental and social value in the long term by taking responsibility into account in all our activities.
We Grow with Competitive and Sustainable Returns in Asset Management.
- All umbrella fund types,
- By ensuring competitive and high performance,
- Offering sustainable returns in 49 mutual funds,
- Inveo Portfolio has a mutual fund for everyone.
- Corporate and individual and by collaborating,
- With the interest of our investors whose number is increasing exponentially,
- We have increased total assets under management by nearly 47% in the last year,
- We grow with your trust.
- By enabling digital transformation in asset management,
- Our technology-oriented business models and,
- With the support of our artificial intelligence-based digital solution platforms,
- We make investment decisions easier.
CURRENT AFFAIRS
Dynamic human resources and investor trust
The number of investors climbed by 125% in the previous year, overtaking the sector with 35,000 investors, thanks to its well-equipped and dynamic team.
Inveo Portföy closed 2024 with a size of 20.1 billion TL and reached 29.5 billion TL in the 2025 operating period, achieving a 47% increase.
Established in 2025, it offers investors a comprehensive and balanced product suite comprising 3 variable funds, 2 debt instruments, 1 money market fund, 3 equity funds, 1 precious metals fund, 4 participation funds, 16 mutual funds, 2 fund portfolios, 12 venture capital funds, 3 real estate funds, and 2 pension funds.
In 2025, the fund portfolio was restructured according to investor needs. Within this framework;
• In liquid (T+0) funds, Money Market Free (IIN) and Money Market Participation (PRR) funds were introduced, expanding the range of products offering daily liquidity. A significant gap in participation-based funds and interest-free investment instruments has been filled, and the scale of short-term products has increased.
• In equity funds, GAF (BIST 30) and GMR (Non-BIST 30) have been repositioned, and the name of GMR has been changed to “Non-BIST 30.”
• The GBG fund has initiated the transition to an Asia-focused investment strategy, and the IRT Technology Variable Fund has been strengthened as a thematic technology fund.
• In debt instruments and foreign exchange funds, the existing GYK structure has been maintained, while no new TL debt fund has been established due to the risk in the private sector bond market.
• In precious metals, in addition to the GGK Gold Fund, which continues to perform strongly, the IAY Gold Participation Fund has been established, providing access to different investor segments.
As a result of the collaboration with Gedik Yatırım, investment funds reached investors through the Gedik Yatırım Mobile application channel.
