Thematic funds, which have attracted the attention of investors recently, push companies to diversify. Is Portfolio also meets with investors with many thematic funds from electric vehicles to technology, from health companies to cyber security, from digital games to agriculture.
Burak Sezercan, General Manager of Is Portfolio, who held a meeting with the press, said, “The total thematic fund size in the world has exceeded $600 billion and has grown threefold in the last three years. As Is Portfolio, we established 8 of our 11 retail funds in the thematic fund category in 2021 and brought them together with investors. The fact that 5 of these funds are the first and only in the establishment phase reveals the innovative feature of our initiative. As of November 2021, there are 13 thematic mutual funds in our product range with a total size of ₺4.4 billion. Our thematic funds, which we established just this year, have already reached a size of ₺1.4 billion.”
Explaining that the thematic fund products in the sector have reached ₺16.9 billion, Sezercan said, “As Is Portfolio, we are the leader in this innovative field with a share of 26%. We are the leader in ESG (Environmental, Social and Corporate Governance) funds with our ₺3.5 billion size and 60% sector share.” Emphasizing that mutual funds have grown by 126% and reached ₺325 billion since the beginning of the year, Sezercan said, “Pension mutual funds have grown by 38.97% and reached ₺236.9 billion. In 2021, 7 new pension mutual funds were established.” Explaining that the portfolio size of Is Portfolio is ₺92.4, Sezercan said, “The global investment fund size, which was $63 trillion in 2020, is expected to grow at an average annual compound rate of 11.6% until 2025.”
Source: Sabah / Translated by Irem Yildiz