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Ayalon 75/25 Kosher Il (0P0000XU9R)

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142.630 +0.620    +0.44%
05/05 - Closed. Currency in ILS ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 141.48M
Type:  Fund
Market:  Israel
Issuer:  Ayalon Mutual Funds Ltd.
ISIN:  IL0051176506 
S/N:  5117650
Asset Class:  Equity
Ayalon 25/75 up to 3 Years Portfolio 142.630 +0.620 +0.44%

0P0000XU9R Overview

 
On this page you'll find an in-depth profile of Ayalon 75/25 Kosher Il. Learn about the key management, total assets, investment strategy and contact information of 0P0000XU9R among other information.
Category

ILS Cautious Allocation

Total Assets

141.48M

Expenses

Inception Date

Dec 30, 2012

Investment Strategy

1. Exposure to any kind of bonds, including T-Bills, deposits and cash, will not be less than 75%. 2. Exposure to equities will not exceed, in absolute value, 25%. 3. Fund's exposure to foreign currency will not exceed, in absolute value, 50%. 4.Exposure to non-investment grade bonds, plus the exposure to credit risk of banking corporates or brokers which are not included in the first credit risk group, will not exceed 30%, provided that: A. Exposure to credit risks of all the banking corporates and brokers who are not included in the first credit risk rating group will not exceed 20%. B. Exposure to credit risk of a banking corporate or a certain broker, who is not included in the first credit risk rating group will not exceed 10%. 5.The rest of the exposure will be determined at the absolute discretion of the fund manager. The Fund Manager undertakes that the Fund's assets will be exclusively exposed to securities, futures and options that would be suitable for Halachic investment.

Contact Information

Address 12 Abba Hillel Silver str.
Ramat Gan, 52008
Israel
Phone +972-3-7567878
Fax +972-3-7567880

Top Executives

Name Title Since Until
Asaf Levi - 2014 Now
Ran Eliyahu - 2014 2016
Asaf Shaul - 2012 2014
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