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THIRD PARTICIPATION FUND

The opportunity to invest in domestic and international equity markets through a single fund!

Invest in global markets with 0% withholding tax!

  • Available in all banks’ investment menus!

Buy Funds Promotional Document

Who Is It Suitable For?

The fund is suitable for investors who wish to invest in both domestic and foreign equities through a single fund without paying withholding tax, who closely follow global themes, have a medium- to long-term perspective, and are able to accept the natural fluctuations of the equity markets.

  • This fund provides investors with access to both domestic and foreign equity markets through a single product. Whilst domestic equities form the backbone of the fund’s portfolio, prominent themes in global markets are also closely monitored.
  • One of the fund’s key advantages is that it offers the opportunity to invest in both domestic and foreign equities with a withholding tax advantage. When investing directly in foreign equities, tax returns and related tax obligations may arise for the investor.
  • Thanks to the KU3 Fund, you can make your investments without having to deal with this declaration process; furthermore, if you hold your fund units for one year, you can benefit from the withholding tax advantage. The KU3 Fund offers investors a more practical, straightforward and operationally simple solution whilst providing access to foreign equities through the fund.

Fund Information

KU3
Kuveyt Türk Asset Management
THIRD PARTICIPATION FUND
TL
5 / 7
Fund Price 1.160080
Fund Size 262.369.783
Trading Hours
09:15 13:30
Buying/Selling Value T+1/T+2
Management Fee (Annual) %2.2
Stoppage Rate % 0

Distribution Reports

Domestic Shares
%54.2

Foreign Shares
%25.82

Block Trades
%15.04

Investment Fund Units
%4.94

Fund Price

Price
1.160080
Change

Select Date Range

Stopaj oranları hakkında detaylı bilgi için tıklayınız

Kuveyt Türk Portföy
  • Investment Amount
  • Investment period
    Day
  • Net Return
  • Gross Return
  • Net Rate of Return
    %
  • Gross Rate of Return
    %
Risk Level
/ 7
Risk Level
/ 7

Fund Trading Hours

Fund Purchase

Request Time (T Day) Demand Fulfillment Price Request Fulfillment Day
09:15 - 13:30 T+1 Day Price T+1 Day 14:00-15:00 Between
13:30 - 17:00 T+2 Day Price T+2 Day 14:00-15:00 Between

Fund Sale

Request Time (T Day) Demand Fulfillment Price Request Fulfillment Day
09:15 - 13:30 T+1 Day Price T+2 Day 14:00-15:00 Between
13:30 - 17:00 T+2 Day Price T+3 Day 14:00-15:00 Between

Fund Information

  • Asset and Transaction Type Minimum% Maximum%

  • Domestic Equity Shares

     %51 %100

  • Foreign (US) Equity Shares, Depositary Receipts (ADR/GDR)

     %0 %49

  • Foreign (US) Public and Private Sector Lease Certificates

     %0 %20

  • Domestic Public and Private Sector Lease Certificates

     %0 %20

  • Purchase Transactions with a Sell-Back Commitment Conducted on the BIST Committed Transactions Market

     %0 %20

  • Participation Accounts (TL, Foreign Currency)

     %0 %20

  • Other Domestic and/or Foreign (US) Securities Investment Fund and Exchange-Traded Fund Participation Shares

     %0 %20

  • Gold and Other Precious Metals, and Money and Capital Market Instruments Backed by These Metals (TL, Foreign Currency)

     %0 %20

  • Promissory Contracts

     %0 %10

  • Murabaha Transactions

     %0 %10

Fund Benchmark

BIST Participation 50 Return Index
%60

BIST-KYD 1-Month Profit
Share USD Index – 40 per cent
%40

Fund Documents

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