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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1085 | 1033 | 1103 | 1149 | 1227 | 1434 |
Fund Return | 8.51% | 3.33% | 10.31% | 4.72% | 4.17% | 3.67% |
Place in category | 139 | 162 | 143 | 24 | 59 | 15 |
% in Category | 61 | 70 | 64 | 12 | 39 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Edmond De Rotschild Select UpTo 30 | 169.48M | 10.85 | 5.64 | - | ||
Rothschild USA Taxable | 156.7M | 17.38 | 8.69 | 7.20 | ||
Edmond De Rothschild Global Eq Port | 53.77M | 23.73 | 11.37 | 7.04 | ||
Edmond De Rothschild Bonds + 15 | 47.64M | 6.81 | 3.01 | - | ||
Edmond de Rothschild Bnd Portfl +30 | 45.23M | 10.98 | 2.25 | 3.87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IL0051257942 | 1.94B | 10.96 | 4.36 | - | ||
Yelin Lapidot 30 70 | 1.39B | 10.83 | 2.84 | - | ||
IL0051236664 | 1.14B | 8.15 | 4.14 | - | ||
Yelin Lapidot 20/80 | 1.12B | 8.28 | 2.18 | 3.26 | ||
Forest 20/80 | 1.07B | 10.86 | 4.28 | 4.28 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Government Linked 0.75% 31-10-25 | IL0011359127 | 3.17 | 115.19 | -0.01% | |
Israel 1.1 31-Oct-2028 | IL0011973265 | 3.11 | 101.730 | +0.01% | |
Mizrahi Tefahot Issue Company Ltd. | IL0023102176 | 2.88 | - | - | |
Alony Hetz Properties & Investments Ltd. 6.99% | IL0039003624 | 2.19 | - | - | |
Zur Shamir Holdings Ltd 3.7 30-Jun-2028 | IL0073001716 | 1.78 | 117.49 | +0.38% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Strong Buy |
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