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I.b.i Us Equities (0P0000A777)

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116.110 -0.190    -0.16%
20/11 - Closed. Currency in ILS
  • Morningstar Rating:
  • Total Assets: 93.94M
Type:  Fund
Market:  Israel
Issuer:  I.B.I Mutual Funds Management (1978) Ltd
ISIN:  IL0051008212 
S/N:  5100821
Asset Class:  Equity
I.B.I. Foreign Equity 116.110 -0.190 -0.16%

0P0000A777 Overview

 
On this page you'll find an in-depth profile of I.b.i Us Equities. Learn about the key management, total assets, investment strategy and contact information of 0P0000A777 among other information.
Category

US Large-Cap Blend Equity

Total Assets

93.94M

Expenses

Inception Date

Dec 28, 1999

Investment Strategy

1. At least 75% will be exposed to equities traded in USA. 2. Cumulative exposure to other assets than specified in chapter 1 will not exceed 25%. 3. Exposure to equities will not exceed 120%. 4. Exposure to foreign currency will not exceed, in absolute value, 120%. 5. Exposure to non-investment grade bonds will not exceed 25%. 6. The fund will create exposure only to credit risk of banking corporates which are included in the first credit risk group. 7. 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 can exceed 10%. 8. The rest of the fund's assets will be invested at the absolute discretion of the fund manager.

Contact Information

Address 9 Ahad Ha'am, 26th Floor,
Tel Aviv, 6525101
Israel
Phone +972 3 5193445
Fax 972-3-519440

Top Executives

Name Title Since Until
Herzl Babayov - 2006 Now
Geri Kostistanu - 2015 2016
Yair Shani - 2013 2016
Eliad Dror - 2013 2013
Emanuel Sidi - 2006 2013
Biography Member of Investment committee
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