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Etzioni Israel Equity Il (0P0001S0WO)

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186.070 -0.040    -0.02%
23/12 - Closed. Currency in ILS
  • Morningstar Rating:
  • Total Assets: 116.61M
Type:  Fund
Market:  Israel
Issuer:  Sigma Mutual Funds Ltd.
ISIN:  IL0051377575 
S/N:  5137757
Asset Class:  Equity
Etzioni Israel Equity IL 186.070 -0.040 -0.02%

0P0001S0WO Overview

 
On this page you'll find an in-depth profile of Etzioni Israel Equity Il. Learn about the key management, total assets, investment strategy and contact information of 0P0001S0WO among other information.
Category

Israel Large/Mid-Cap Equity

Total Assets

116.61M

Expenses

Inception Date

11-13-2023

Investment Strategy

1.Exposure to equities traded in Israel will not be less than 75%/ 2. Exposure rate to other channels which are not as specified above, will not exceed, in absolute value, 25%. 3.Exposure to equities will not exceed, 120%. 4. Exposure to forex will not exceed, in absolute value, 30%. 5. Exposure to non-investment grade bonds plus exposure rate to non-affinity to Israel bonds, plus the rate of exposure to credit risk of banking corporates and brokers which are not included in the first credit risk group, will not exceed 25%, provided that: A. Exposure to credit risk of all the banking corporates and brokers which are not included in the first credit risk group will not exceed 20%. B. Exposure to credit risk of a banking corporate or certain broker which is not included in the first credit risk group will not exceed 10%. 6.The rest of the exposure will be determined at the total discretion of the fund manager.

Contact Information

Address 14 Abba Hillel Silver St, Ramat Gan
, 5250607
Israel
Phone 972-3-6138218
Fax 972-3-6138219
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