Private Fund Establishment

Private funds for private investors

Ziraat Portfolio Management acting within Ziraat Finance Group provides special fund establishment service specific to the investors holding a certain asset size.

Ziraat Katılım Private Banking customers benefit from the best corporate services through Ziraat Portfolio Management Inc., backed by its strong capital structure, expert team, and tailored financial solutions.
 

Ziraat Participation best reflects Ziraat Portfolio’s support and market experience to the performances of the investment funds it manages to its customers. All of our customers experience the power of corporate expertise firsthand.

Portfolio updates are made by following frequently changing global and Turkish capital market conditions.

Periodic and account-based information about the content of the portfolios and the strategies implemented is carried out in accordance with investor confidentiality rules and special requests.

https://www.ziraatportfoy.com.tr/tr

What is a Private Fund?

Private funds are the funds participation documents of which are assigned to the pre-determined persons or organizations.

Initially private fund establishment process is completed. Then special management strategies are tailored for these funds in accordance with risk-income profiles of the investors and the portfolios are managed in line with optimum income target.

When a private fund is established on behalf of a company, participation documents representing the fund amount may be sold only to the persons - shareholder, manager, families of manager and all employees - who are included in that company in accordance with the provisions of the notification regarding public offering.

What are the advantages of private funds?

  • An investor-specific strategy is created. The funds are managed efficiently in accordance with this strategy
  • Corporate investor can determine the participants of the fund
  • Corporate loyalty of fund participants is strengthened
  • Regular and independent audit process
  • Management and reporting procedures in compliance with the SPK (Capital Markets Board) regulations
  • Tax advantage

Please find the details about private fund establishment from our Private Banking Corner Points.

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