BIST wind in pension and investment funds

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While participation and interest in the exchange, which has been attracting attention with its growth in TL and USD terms since the epidemic period, continues; For twelve months, an influx of more than 650,000 new investors was recorded. With high inflation, investors looking for income turned to Borsa Istanbul and the number of investors has increased by 1 million in the last 1 year. The number of investors, which was 1.3 million in March 2020, has increased by 1.3 million in the last 2 years alone.

BIST 100 In the November ranking of TURKSTAT “Real Rate of Return on Financial Investment Instruments”, this index was an investment instrument that was positive with a monthly return of 18.48 percent reduced by the CPI. Looking at 3-month, 6-month and 1-year returns; The BIST 100, which rose significantly in both USD and Turkish terms in 2022, continued to outperform other alternatives in terms of real returns. When the index declined along with the CPI, it became the investment vehicle that provided the largest real return to its investors of 46.71 percent.

According to TEFAS, at the end of November; Of the 375 BES-OKS funds, 129 generated returns above the annual inflation rate of 84.39 percent. Domestic equities and weighted funds continued to stand out overwhelmingly among the top-performing funds. Similarly, the arithmetic average returns of the 26 mutual funds included in TEFAS over the past 1 year were 176.95 percent, with returns ranging from 93 percent to 234 percent.

Looking at TEFAS from a mutual fund perspective between November 2021 and November 2022, the arithmetic average return of 66 domestic equity-weighted equity umbrella funds was 178.64 percent.

Thus, during this period, mutual and pension funds have provided returns of more than BIST 30 and BIST 100.

According to TEFAS, at the end of November; Of the 375 BES-OKS funds, 129 generated returns above the annual inflation rate of 84.39 percent. Domestic equities and weighted funds continued to stand out overwhelmingly among the top-performing funds. Similarly, the arithmetic average returns of the 26 mutual funds included in TEFAS over the past 1 year were 176.95 percent, with returns ranging from 93 percent to 234 percent.

Looking at TEFAS from a mutual fund perspective between November 2021 and November 2022, the arithmetic average return of 66 domestic equity-weighted equity umbrella funds was 178.64 percent.

Thus, during this period, mutual and pension funds have provided returns of more than BIST 30 and BIST 100.

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