Fund units can be allocated to specific qualified investors.
Private Funds
We set up and manage funds whose units are allocated to investors identified in advance.
Private Fund Solutions Built Around Your Investment Goals
Neo Portföy offers private fund solutions shaped by investors’ goals, risk and return expectations, and investment horizons. Each fund is managed professionally in line with its agreed investment strategy, with the aim of creating sustainable value over the medium to long term.
The investment strategy can be shaped around the investor’s goals.
Flexible strategies can be applied to suit different market conditions.
The portfolio is managed with the aim of creating value over the medium and long term.
The Private Fund Management Model
See in three steps how a fund structure suited to your investment goals and expectations is set up, managed, and monitored.
Define Your Investment Goal
An investment approach suited to your needs is defined on the basis of your investment goal, your horizon, and your risk and return expectations.
A Fund Structure of Your Own
A fund structure whose units are allocated to specified qualified investors is set up to match those investors’ expectations and goals.
Investment Strategy
The fund is managed by professional teams in line with the agreed investment strategy and is monitored regularly against market conditions.
How Does the Private Fund Setup Process Work?
Neo Portföy runs the entire process, from setting up a private fund to managing it, in line with your investment goals.
Fund Setup
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Investment goals, risk approach, and fund strategy are defined.
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The fund structure and the required issue documents are prepared.
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The fund is issued once the application and approval process with the Capital Markets Board of Türkiye (CMB) is complete.
Fund Management
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The portfolio is managed in line with the agreed investment strategy.
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Market conditions, risks, and fund performance are monitored regularly.
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Operations are carried out and investors receive regular reports.
Frequently Asked Questions
A private fund is a mutual fund set up around the goals, risk and return expectations, and investment strategies of specific qualified investors, whose fund units can be allocated to investors identified in advance.
Private funds are intended for qualified investors. Fund units can be allocated to a predetermined group of investors.
We discuss your goal, your horizon, and your risk approach. The strategy and investment restrictions are written into the fund’s issue documents.
The process has two stages. In the setup stage, the strategy is defined, the issue documents are prepared, and an application is made to the CMB. Once approval is granted, the fund is issued and the management stage begins.
Neo Portföy manages the portfolio in line with the agreed strategy. The fund’s performance is monitored and reported to investors regularly.
Let’s Talk About Your Investment Journey
Setting up a private fund starts with a conversation. Fill in the form and our team will call you.