DOH Leads with 0.86% Rise, THF Attracts 2.9 Billion TRY Net Inflows

The performance of Tefas‑listed funds on September 1 highlighted DOH fund’s daily gain of 0.86%, placing it at the top of the leaderboard.

DOH Fund’s Daily Apex

■0.86% daily return underscores short‑term liquidity inflow and investor confidence.

■The fund maintains a stock weighting above 50%, indicating a diversified portfolio structure.

THF Fund’s Magnetism

■Recorded a 0.60% daily rise to a price of 2,740.734.

■2.9 billion TRY net inflow signals growing attractiveness and sustained capital attraction.

Outflows Signal Caution

■ALC slipped 0.29% to 0.377507, resulting in a 1.9 million TRY net outflow.

■MAC fell 0.29% to 0.738253, accompanied by an 18.5 million TRY net outflow.

Market Dynamics and Investor Sentiment

■High‑performing funds benefit from dividend and share‑buyback policies that draw long‑term value investors.

■Funds experiencing outflows face heightened risk premiums due to lower dividend yields and limited buyback programs.

Aylin Güneş – As a strategist focused on dividend champions and buyback programs for long‑term value investing, the strong daily performance of DOH and THF funds reflects capital flowing toward equities with robust dividend yields and active repurchase plans. This trend reinforces the preference for funds that leverage high dividend yields and share buybacks as strategic tools. Conversely, funds with outflows should reassess their dividend policies and enhance buyback tactics to protect long‑term capital.