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Meitav 15/85 Investment Portfolio Il (0P0001CGM6)

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136.290 +0.030    +0.02%
17/12 - Delayed Data. Currency in ILS
  • Morningstar Rating:
  • Total Assets: 287.44M
Type:  Fund
Market:  Israel
Issuer:  Meitav Tachlit Mutual Funds Ltd
ISIN:  IL0051263478 
S/N:  5126347
Asset Class:  Equity
Meitav Investments Portfolio + 15% 136.290 +0.030 +0.02%

0P0001CGM6 Overview

 
On this page you'll find an in-depth profile of Meitav 15/85 Investment Portfolio Il. Learn about the key management, total assets, investment strategy and contact information of 0P0001CGM6 among other information.
Category

ILS Cautious Allocation

Total Assets

287.44M

Expenses

Inception Date

Dec 28, 2017

Investment Strategy

1. At least 50% will be exposed to any kind of bonds, including certificates of deposit. 2. Exposure to equities will not exceed, in absolute value, 15%. 3. Exposure to foreign currency will not exceed, in absolute value, 50%. 4. Exposure to non-investment grade bonds will not exceed 30%. 5. The fund will create exposure to credit risks of banking corporates which are include in the first group of credit risk only. 6. The total value of all foreign securities, units of foreign funds and foreign currency that shall be held in the fund plus the exposure to an underlying asset traded overseas through activities in derivatives on overseas stock exchanges may not exceed 10% of its net asset value. 7. The rest of the exposure in the fund will be determined at the total discretion of the fund manager.

Contact Information

Address 30 Sheshet Hayamim St.
Bnei Brak, 5120261
Israel
Phone 973-3-7904416
Fax 972-3-7904481

Top Executives

Name Title Since Until
Shai Asis - 2018 Now
Asaf Shaul - 2017 2018
Shmuel Erdberg - 2017 2018
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