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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1060 | 1032 | 1080 | 1132 | 1212 | 1399 |
Fund Return | 6.03% | 3.18% | 8.03% | 4.21% | 3.91% | 3.41% |
Place in category | 112 | 127 | 142 | 21 | 58 | 16 |
% in Category | 38 | 26 | 48 | 10 | 36 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Edmond De Rotschild Select UpTo 30 | 162.57M | 7.06 | 4.85 | - | ||
Rothschild USA Taxable | 153.6M | 14.58 | 8.88 | 7.79 | ||
Edmond De Rothschild Global Eq Port | 52.8M | 20.36 | 10.28 | 7.53 | ||
Edmond de Rothschild Bnd Portfl +30 | 44.7M | 7.03 | 1.83 | 3.43 | ||
Edmond De Rothschild Bonds + 15 | 41.2M | 4.79 | 2.59 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IL0051257942 | 1.75B | 7.19 | 3.91 | - | ||
Yelin Lapidot 30 70 | 1.39B | 7.25 | 2.70 | - | ||
IL0051236664 | 1.13B | 5.81 | 3.74 | - | ||
Yelin Lapidot 20/80 | 1.12B | 5.41 | 2.01 | 3.11 | ||
Meitav 20 80 | 1.07B | 5.43 | 2.15 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Israel 1.1 31-Oct-2028 | IL0011973265 | 2.97 | 100.500 | 0.00% | |
Mizrahi Tefahot Issue Company Ltd. 0.86% | IL0023102176 | 2.70 | - | - | |
Government Linked 0.75% 31-10-25 | IL0011359127 | 2.52 | 114.85 | 0.00% | |
Alony Hetz Properties & Investments Ltd. 6.99% | IL0039003624 | 2.18 | - | - | |
Zur Shamir Holdings Ltd 3.7 30-Jun-2028 | IL0073001716 | 1.75 | 116.000 | 0.00% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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