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Altshuler Shaham Israel Eq Smartbeta Il (0P00019QRS)

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242.700 -0.190    -0.08%
30/10 - Closed. Currency in ILS
  • Morningstar Rating:
  • Total Assets: 27.3M
Type:  Fund
Market:  Israel
Issuer:  Analyst I.M.S. Mutual Fds Mgmt (1986)Ltd
ISIN:  IL0051241441 
S/N:  5124144
Asset Class:  Equity
Analyst Alpha Beta General Equity 242.700 -0.190 -0.08%

0P00019QRS Overview

 
On this page you'll find an in-depth profile of Altshuler Shaham Israel Eq Smartbeta Il. Learn about the key management, total assets, investment strategy and contact information of 0P00019QRS among other information.
Category

Israel Large/Mid-Cap Equity

Total Assets

27.3M

Expenses

Inception Date

Feb 02, 2017

Investment Strategy

1. Exposure to equities traded in Israel will not be less than 75%. 2. Exposure to assets which are not equities traded in Israel, excluding cash, term deposits and assets eligible for holding in a money-market fund without corporate, will not exceed 25%. 3. Exposure to equities will not exceed 120%. 4. Exposure to foreign currency will not exceed, in absolute value, 10%. 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 fund manager intends to create from time-to-time negative exposure to bonds a/o equities, via borrowing securities and selling short, but is not obliged to do so.

Contact Information

Address 19A Habarzel St.
Tel Aviv, 6971026
Israel
Phone 972-73-2331500
Fax 972-73-2331690

Top Executives

Name Title Since Until
Shlomi Valdman - 2023 Now
Itay Braun - 2020 2023
Avraham Levin - 2019 2020
Asaf Shaul - 2017 2019
Shmuel Erdberg - 2017 2018
Uri Bar - 2017 2017
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