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Harel 80/20 (0P0001CGRW)

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136.580 -0.350    -0.26%
19/12 - Closed. Currency in ILS
  • Morningstar Rating:
  • Total Assets: 438.45M
Type:  Fund
Market:  Israel
Issuer:  Harel Mutual Funds Ltd
ISIN:  IL0051259500 
S/N:  5125950
Asset Class:  Equity
Harel 80/20 136.580 -0.350 -0.26%

0P0001CGRW Overview

 
On this page you'll find an in-depth profile of Harel 80/20. Learn about the key management, total assets, investment strategy and contact information of 0P0001CGRW among other information.
Category

ILS Cautious Allocation

Total Assets

438.45M

Expenses

Inception Date

Dec 31, 2017

Investment Strategy

1. Exposure to bonds, cash, term deposits together, will not be less than 80%, provided that A. the exposure to bonds traded in Israel a/o traded in USA will not be less than 60%. B. Exposure to bonds traded in Israel will not be less than 50%. C. Exposure to bonds traded in the USA will not be less, in absolute value, than 5%. 2. Exposure to assets which are not bonds traded in Israel a/o USA, will not exceed 50% and will not be less than (-50%). 3. Exposure to equities will not exceed 20% and will not be less than (-20%). 4. Exposure to foreign currency will not exceed 30% and will not be less than (-30%). 5. Exposure to non-investment grade bonds will not exceed 30% and will not be less than (-10%). 6. There will be no exposure to credit risk of banking corporates and brokers which are not included in the first credit risk group. 7. The fund is a non-limited fund in foreign securities.

Contact Information

Address 12 Hahilazon Str.
Ramat Gan, 5252276
Israel
Phone 972-3-7546110
Fax 972-3-7546330

Top Executives

Name Title Since Until
David Tsohar - 2022 Now
Adi Chap - 2018 2022
Keren Dekel - 2017 2018
Ronen Gershon - 2017 2018
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