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1. At least 75% will be exposed to corporate bonds traded in Israel. 2. Cumulative exposure to other channels which are not as specified in paragraph 1 will not exceed 25%. 3. Exposure to rated bonds a/o bonds with security component, will not be less than 75%. 4. The fund will not create exposure to equities. 5. Exposure to forex will not exceed, in absolute value, 30%. 6. Exposure to non-investment grade bonds will not be limited. 7. The fund will create exposure only to credit risk of banking corporates included in the first credit risk group. 8. The total value of foreign securities, units of foreign funds, tracking- open-end funds whose benchmark is a foreign index or commodity, and foreign currency that will be held in the fund plus the exposure to an underlying asset traded overseas through derivatives activity in overseas stock exchanges will not exceed 10%. 9. The rest of the fund's assets will be invested at the total discretion of the fund manager.
Name | Title | Since | Until |
---|---|---|---|
Shai Asis | - | 2018 | Now |
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