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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1069 | 1032 | 1114 | 1135 | 1215 | 1413 |
Fund Return | 6.95% | 3.21% | 11.4% | 4.31% | 3.98% | 3.52% |
Place in category | 129 | 129 | 157 | 20 | 59 | 16 |
% in Category | 56 | 56 | 69 | 10 | 39 | 24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Edmond De Rotschild Select UpTo 30 | 162.57M | 8.46 | 5.02 | - | ||
Rothschild USA Taxable | 154.22M | 14.43 | 7.77 | 7.61 | ||
Edmond De Rothschild Global Eq Port | 53.36M | 19.76 | 8.70 | 7.38 | ||
Edmond de Rothschild Bnd Portfl +30 | 44.97M | 8.74 | 1.80 | 3.66 | ||
Edmond De Rothschild Bonds + 15 | 41.2M | 5.32 | 2.59 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IL0051257942 | 1.81B | 8.75 | 3.88 | - | ||
Yelin Lapidot 30 70 | 1.38B | 8.56 | 2.49 | - | ||
IL0051236664 | 1.13B | 6.73 | 3.82 | - | ||
Yelin Lapidot 20/80 | 1.12B | 6.59 | 1.87 | 3.22 | ||
Meitav 20 80 | 1.07B | 6.64 | 2.17 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Israel 1.1 31-Oct-2028 | IL0011973265 | 2.97 | 101.330 | 0.00% | |
Mizrahi Tefahot Issue Company Ltd. 0.86% | IL0023102176 | 2.70 | - | - | |
Government Linked 0.75% 31-10-25 | IL0011359127 | 2.52 | 115.04 | 0.00% | |
Alony Hetz Properties & Investments Ltd. 6.99% | IL0039003624 | 2.18 | - | - | |
Zur Shamir Holdings Ltd 3.7 30-Jun-2028 | IL0073001716 | 1.75 | 117.300 | -0.02% |
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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