Allianz Türkiye Adds Value to Investments with Strong Fund Portfolio and Financial Advisory in Private Pension Schemes

Allianz Türkiye stands out in the Individual Pension System (BES) with its broad fund portfolio and financial advisory approach, helping investors with different risk and return expectations to effectively manage their savings. By adding new funds to its portfolio, Allianz Türkiye brings investment trends prominent in Turkey and globally to its customers, drawing attention as one of the few institutions in the sector that works with various portfolio management companies.

Under the guidance of the Allianz Investment Committee composed of finance professionals, Allianz Türkiye aims to support long-term savings growth by offering a wide and balanced selection of funds suited to different risk profiles.

Broad and Balanced Portfolio Across 5 Main Asset Classes
Allianz Türkiye, which stands out with wide fund diversity and strong performance built over many years:

-Equities,

-Gold,

-Foreign exchange,

-Fixed income securities,

-Multi-asset funds

provides investors with a comprehensive portfolio structure through funds offered across 5 main asset classes.

In addition to traditional investment instruments, the portfolio includes thematic funds focused on the future such as technology, agriculture-food and sustainability. Allianz Türkiye supports customers in shaping their long-term financial goals through the analysis of professional finance experts and guidance from the Financial Advisory team.

One of the Sector's Broadest Ecosystems in Portfolio Management
Through collaborations with different portfolio management companies, Allianz Türkiye offers its customers the opportunity to benefit from diverse areas of expertise. This approach allows investors to have their savings managed by experienced and strong portfolio management teams in the sector.

The numerous fund options offered within Individual Pension enable the creation of flexible portfolio alternatives suited to different investor profiles and risk-return expectations, while Allianz Türkiye's successful long-term performance provides confidence to investors.

From Local to Global, From Traditional to Future Themes
In Allianz Türkiye's fund portfolio:

-Domestic equity funds investing in high market-cap companies trading on Borsa İstanbul,

-Foreign equity funds offering investment opportunities in companies operating in global markets,

-Eurobond funds targeting interest income in foreign currency,

-Turkish Lira-weighted funds for those seeking low risk and regular returns,

-Gold funds targeting long-term capital appreciation,

-Multi-asset funds offering different asset classes under one roof

are included.

This structure allows investors the opportunity to diversify their portfolios according to market conditions and benefit from different dynamics.

"Investing in the Right Funds at the Right Time Is Critically Important"
Fisun Koç Doğan, Assistant General Manager of Allianz Türkiye Life Insurance and Individual Pension, emphasized the importance of correct timing and asset selection in investment management, stating:

"As Allianz Türkiye, we placed investment guidance at the center of our Financial Advisory service model. Especially in volatile market conditions, deciding which fund to invest in and when is of great importance. It is not realistic to expect everyone to monitor markets daily. For this reason, we provide our customers with investment management support that can adapt to changing market conditions and increase profit potential."

Doğan emphasized that customers can easily manage fund operations and fund allocation changes through the Allianz mobile application 24/7; and that the regular analyses and fund recommendations of the Allianz Investment Committee can likewise be tracked and implemented through the mobile application.

Making Right Decisions with Individual Investment Advisory
The Allianz Investment Committee, established in 2022 and including independent finance experts, closely monitors market trends through regular analyses and assessments. These efforts help investors make correct fund choices in line with current economic conditions.

Within the scope of the Financial Advisory Service offered in response to growing investment advisory needs, a team consisting of senior finance managers, portfolio managers and expert advisors shares applicable fund recommendations tailored to Allianz customers each month. This service, easily accessible through the Allianz mobile application, eliminates the burden of continuously monitoring markets for investors.