Ata Portf\u00f6y May\u0131s Ay\u0131 Raporu: Yat\u0131r\u0131mc\u0131, Enflasyona Kar\u015f\u0131 Gayrimenkule veya Emtiaya Y\u00f6neliyor.
\nAta Portf\u00f6y, 2022 May\u0131s ay\u0131 raporunu yay\u0131nlad\u0131. Raporda, T\u00fcrk Liras\u0131 yat\u0131r\u0131mc\u0131s\u0131n\u0131n kendisini enflasyona kar\u015f\u0131 korumak i\u00e7in gayrimenkul, emtia ve hisse senedi yat\u0131r\u0131mlar\u0131na y\u00f6neldi\u011fine dikkat \u00e7ekildi. Emtia s\u0131n\u0131f\u0131nda \u00f6zellikle g\u0131da ve tar\u0131msal emtian\u0131n uzun vadeli bir y\u00fckseli\u015f d\u00f6neminin ba\u015f\u0131nda oldu\u011fu beklentileri payla\u015f\u0131ld\u0131.
\nFon y\u00f6netimi alan\u0131nda 20 y\u0131l\u0131 a\u015fan tecr\u00fcbesiyle sekt\u00f6r\u00fcn \u00f6nc\u00fc \u015firketlerinden Ata Portf\u00f6y, May\u0131s ay\u0131 raporunda, hisse senetleri endekslerinin pozitif ivmeyi s\u00fcrd\u00fcrd\u00fc\u011f\u00fcn\u00fc, varl\u0131k da\u011f\u0131l\u0131m\u0131nda faizi azalt\u0131p hisse senedi ve Eurobond\u2019u artt\u0131rd\u0131klar\u0131n\u0131 aktard\u0131.
\nYat\u0131r\u0131mc\u0131lar Orta ve Uzun Vadeli Pozisyona Girmekten Ka\u00e7\u0131n\u0131yorlar
\nD\u00fcnyada y\u00fcksek enflasyon nedeniyle faizler artarken, T\u00fcrkiye\u2019nin politika faizini %14\u2019te tutmas\u0131 T\u00fcrk Liras\u0131\u2019n\u0131n de\u011fer kaybetmesine ve d\u00f6viz rezerv kayb\u0131na neden oldu\u011funa vurgulayan Ata Portf\u00f6y Y\u00f6netimi Genel M\u00fcd\u00fcr\u00fc Mehmet Gerz; \u201cSe\u00e7imlere bir y\u0131l kala b\u00fcy\u00fcme ve istihdam\u0131 \u00f6nceleyen politikalar, enflasyonun daha da y\u00fckselmesine neden olabilir. Turizmin canl\u0131 ge\u00e7mesi sayesinde yaz d\u00f6nemi ciddi bir kriz ya\u015fanmasa bile yat\u0131r\u0131mc\u0131lar orta ve uzun vadeli pozisyona girmekten ka\u00e7\u0131n\u0131yorlar\u201d dedi.
\nT\u00fcrk Liras\u0131 yat\u0131r\u0131mc\u0131s\u0131n\u0131n kendisini enflasyona kar\u015f\u0131 korumak i\u00e7in gayrimenkul, emtia ve hisse senedi yat\u0131r\u0131mlar\u0131na y\u00f6neldi\u011fini belirten Mehmet Gerz; \u201cBuna paralel biz de Ata Portf\u00f6y Varl\u0131k Da\u011f\u0131l\u0131m\u0131 Modeli\u2019mizde k\u0131sa vadeli TL alokasyonunu %15\u2019ten %5\u2019e d\u00fc\u015f\u00fcr\u00fcrken, hisse senedini %35\u2019ten %40\u2019a; Eurobond a\u011f\u0131rl\u0131\u011f\u0131m\u0131z\u0131 da %20\u2019den %25\u2019e \u00e7\u0131kart\u0131yoruz. Kalan %30\u2019luk k\u0131sm\u0131 ise emtia a\u011f\u0131rl\u0131kl\u0131 global tematik fonlarda de\u011ferlendirilmesini \u00f6neriyoruz. Emtia s\u0131n\u0131f\u0131nda \u00f6zellikle g\u0131da ve tar\u0131msal emtian\u0131n uzun vadeli bir y\u00fckseli\u015f d\u00f6neminin ba\u015f\u0131nda oldu\u011funu d\u00fc\u015f\u00fcn\u00fcyoruz\u201d ifadelerini kulland\u0131.
\nHisse Senetleri Endeksleri Pozitif \u0130vmeyi S\u00fcrd\u00fcrd\u00fc
\nAta Portf\u00f6y hisse senedi fonlar\u0131 getirilerinin May\u0131s ay\u0131nda, Ata 2. Hisse Senedi Fonu (AAV) i\u00e7in %4,3; Ata Analiz Hisse Senedi Fonu (TLZ) i\u00e7in %5,1 ve Ata Kar Pay\u0131 \u00d6deyen Hisse Senedi Fonu (AYA) i\u00e7in %1,5 olarak ger\u00e7ekle\u015fti\u011fini belirten Ata Portf\u00f6y Y\u00f6netimi Genel M\u00fcd\u00fcr\u00fc Mehmet Gerz, aktif varl\u0131k da\u011f\u0131l\u0131m\u0131 ile etkin risk y\u00f6netimi anlay\u0131\u015f\u0131 ile y\u00f6netilen de\u011fi\u015fken fonlar\u0131 Ata \u00c7oklu Varl\u0131k De\u011fi\u015fken Fonu (AAK) %4,8; Ata 1. De\u011fi\u015fken Fonu (AED) ise %6,1 ayl\u0131k getiri sa\u011flad\u0131\u011f\u0131n\u0131, mevduat \u00fcst\u00fc getiri sa\u011flama hedefiyle farkl\u0131 varl\u0131k s\u0131n\u0131flar\u0131na yat\u0131r\u0131m yapt\u0131\u011f\u0131m\u0131z de\u011fi\u015fken fonlar\u0131n\u0131n mevduat \u00fcst\u00fc getiri sa\u011flamaya May\u0131s ay\u0131nda da devam etti\u011fini aktard\u0131.<\/p>\n
Global tematik fonlar\u0131 olan Ata Tar\u0131m ve G\u0131da De\u011fi\u015fken Fon\u2019unun (YLC) Nisan ay\u0131nda %7,4 performans g\u00f6stererek Global hisse senedi piyasalar\u0131ndaki y\u00fcksek volatiliteye ra\u011fmen pozitif getiri sa\u011flamaya devam etti\u011fini s\u00f6yleyen Ata Portf\u00f6y Y\u00f6netimi Genel M\u00fcd\u00fcr\u00fc Mehmet Gerz, fonun yerli ve yabanc\u0131 hisse senetlerinin yan\u0131nda Tar\u0131msal Emtia\u2019lara da yat\u0131r\u0131m yapt\u0131\u011f\u0131n\u0131 ve portf\u00f6y\u00fcnde %70 oran\u0131nda d\u00f6viz cinsi varl\u0131klar bulundurdu\u011funu, fonun 2022 \u015eubat ay\u0131 kurulu\u015fundan itibaren getirisinin %20,8 seviyesine ula\u015ft\u0131\u011f\u0131n\u0131 aktard\u0131.<\/p>\n","protected":false},"excerpt":{"rendered":"
Ata Portf\u00f6y May\u0131s Ay\u0131 Raporu: Yat\u0131r\u0131mc\u0131, Enflasyona Kar\u015f\u0131 Gayrimenkule veya Emtiaya Y\u00f6neliyor. Ata Portf\u00f6y, 2022 May\u0131s ay\u0131 raporunu yay\u0131nlad\u0131. Raporda, T\u00fcrk Liras\u0131 yat\u0131r\u0131mc\u0131s\u0131n\u0131n kendisini enflasyona kar\u015f\u0131 korumak i\u00e7in gayrimenkul, emtia ve hisse senedi yat\u0131r\u0131mlar\u0131na y\u00f6neldi\u011fine dikkat \u00e7ekildi. Emtia s\u0131n\u0131f\u0131nda \u00f6zellikle g\u0131da ve tar\u0131msal emtian\u0131n uzun vadeli bir y\u00fckseli\u015f d\u00f6neminin ba\u015f\u0131nda oldu\u011fu beklentileri payla\u015f\u0131ld\u0131. Fon y\u00f6netimi […]<\/p>\n","protected":false},"author":1,"featured_media":39224,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"ngg_post_thumbnail":0},"categories":[26],"tags":[16263],"_links":{"self":[{"href":"https:\/\/emlaktuel.com\/index.php?rest_route=\/wp\/v2\/posts\/39223"}],"collection":[{"href":"https:\/\/emlaktuel.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/emlaktuel.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/emlaktuel.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/emlaktuel.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=39223"}],"version-history":[{"count":1,"href":"https:\/\/emlaktuel.com\/index.php?rest_route=\/wp\/v2\/posts\/39223\/revisions"}],"predecessor-version":[{"id":39225,"href":"https:\/\/emlaktuel.com\/index.php?rest_route=\/wp\/v2\/posts\/39223\/revisions\/39225"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/emlaktuel.com\/index.php?rest_route=\/wp\/v2\/media\/39224"}],"wp:attachment":[{"href":"https:\/\/emlaktuel.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=39223"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/emlaktuel.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=39223"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/emlaktuel.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=39223"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}