BOS Fund Review: How Much Did Investors Earn?

BOS Fund Review

One of the notable investment instruments in recent times is the Bulls Portfolio Sixth Equity Free Fund (BOS), which was launched to the public on October 21 and has drawn the attention of investors. The fund has recently provided a return of %17.31, and %63.02 since its launch. In this article, you will find comprehensive information about BOS Fund's investment strategy and current status.

Investment Strategy and Portfolio Size

The investment strategy of the BOS Fund stipulates that at least %80 of the total fund value should be invested in the equity shares of domestic issuers and in mutual fund shares that track indices formed from these shares. This approach aims to enhance the long-term performance of the fund.

As of today, the total portfolio size of the BOS Fund stands at 2.92 billion TL, and the number of investors is recorded as 980.

What Stocks Does the BOS Fund Invest In?

According to the latest fund portfolio report dated November 3, the stocks with the highest weight in the BOS Fund provide significant opportunities for investors. However, the names of the specific stocks are not mentioned here. Nevertheless, the risk value of the fund has been determined to be high at 7, which indicates that investors should proceed with caution.

Management Fee and Withholding Tax Rate

The annual management fee of the BOS Fund is set at %3. Additionally, an important advantage for investors is that the withholding tax rate is %0, which creates a positive situation in terms of net return.

Occupancy Rate and Valuation Time

The fund's occupancy rate is currently at %35.26, indicating potential for investor participation. Furthermore, the fund's purchase valuation time is 1 day, while the sale valuation time is 2 days.

The information herein does not constitute investment advice.