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Migdal Portfolio 85/15 (LP68028237)

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181.440 +0.210    +0.12%
02/05 - Closed. Currency in ILS ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 617.83M
Type:  Fund
Market:  Israel
Issuer:  Migdal Mutual Funds Ltd
ISIN:  IL0051128267 
S/N:  5112826
Asset Class:  Equity
Migdal Model +15% 181.440 +0.210 +0.12%

LP68028237 Overview

 
On this page you'll find an in-depth profile of Migdal Portfolio 85/15. Learn about the key management, total assets, investment strategy and contact information of LP68028237 among other information.
Category

ILS Cautious Allocation

Total Assets

617.83M

Expenses

Inception Date

Sep 16, 2009

Investment Strategy

A Exposure to bonds no < 50% net val fund assets (Subject to 5 below) B Provisions of (A) can be changed by correcting Fund Agreement w/out approval of mtg of unit owners C Subject to above legal provisions fund manager - invest fund means @ own absolute discretion & is well qualified to determine cash amt in fund assets 2 Until otherwise decided by Board of Directors of Fund Manager: a) Mizrahi - BANKING SUBSIDIARIES (www.mizrahi-tefahot.co.il) portfolio - total portfolio, 15 recommended investment rates in various investment vehicles, by Mizrahi Bank of site. Depending on site @ publication date of prospectus (03/09/2009): "Case to 15" - up to 15% channel share & @ least 85% solid stock Channel stock- stock mkt exposure abroad Pick a solid - Investment exposure unlinked, linked to, currency convertible to foreign currency Details of Investment Portfolio - published @ date of this prospectus, below

Contact Information

Address 26 Saadia Gaon St,
Tel Aviv, 6713521
Israel
Phone 972-3-5190435
Fax 972-3-5194031

Top Executives

Name Title Since Until
Shlomo Lublin - 2009 Now
Biography Member of Investment Committee
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