Fiba Agenda

Fibaemeklilik Makes Possible to Retire by Investing in Sustainability and Technology Funds

Fibaemeklilik offered to the public 3 new mutual funds for its customers who want to invest in different financial instruments with their savings under the Private Pension System (PPS). Thanks to these funds, which started to be traded after the approval of the CMB, PPS participants will be able to evaluate their investments in trend areas such as sustainability and technology..

Fibaemeklilik has established 3 new mutual funds for those who aim to be under the guarantee of PPS in their later years by making the most effective use of their savings. Technology Sector Variable Pension Investment Fund, ESG Sustainability Fund Basket Pension Investment Fund, and Inveo Portfolio Fund Basket Pension Investment Fund were approved by the Capital Markets Board and started trading. Fibaemeklilik, which has offered 41 fund options to its participants so far, increased the total number of funds to 44 with the approval of the CMB.

The opportunity to invest in the future of the world as well as their individual futures for the participants

Noting that the Environmental, Social and Corporate Governance investment philosophy means considering social responsibility standards as well as a company's return on investment when making investment decisions, Fibaemeklilik Deputy General Manager Salih İleri said:

“We are pleased to develop a Sustainability Fund Basket Fund in the field of ESG at a time when the entire business world puts sustainability on the agenda within the context of UN Sustainable Development Goals. In this fund, investments can be made in sustainability exchange-traded funds, which include partnership shares and debt instruments of domestic and foreign companies that incorporate ESG principles into their processes, exchange-traded funds based on ESG-themed indices, and participation shares of mutual funds issued in accordance with ESG criteria. In this way, investors feel the peace of investing in the future of the world as well as their individual future while being a part of an investment area that the EU allocates 1 trillion Euros to and continues to grow.”

Funds are also available for those who see their personal future in technologies that shape the future

Stating that the investment strategy of the Technology Sector Variable Pension Investment Fund is to invest at least 80 percent of the fund portfolio value in partnership shares issued by domestic and foreign companies operating in the technology sector, İleri said:

By investing in foreign debt instruments and lease certificates, participants will be able to participate in the growth opportunities, earnings and value increases of these companies. This fund will be attractive to BES owners who see their personal future as investing in technologies that shape the future.

It is also possible to participate in profits in different asset classes

Indicating that in line with the investment strategy of Inveo Portfolio Fund Basket Pension Investment Fund, at least 80 percent of the fund portfolio will be continuously invested in the participation shares of mutual funds and exchange-traded funds, İleri said:

We have developed the Inveo Portfolio Fund Basket Pension Mutual Fund for those who want to earn dividends and interest income by earning both capital gain and the return or sale of fund shares in the medium-long term. Assets that comply with the CMB's regulations, fund bylaws, and fund prospectus are selected for this fund portfolio. With the diversifications made within the scope of the fund strategy, it is aimed for the participants to participate in the profits in different asset classes. Our aim is to create the options that will contribute the most to the savings of the participants for their retirement days.