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Migdal Migdal Portfolio 80/20 (0P0001720C)

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142.230 +0.100    +0.07%
30/04 - Delayed Data. Currency in ILS ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 823.3M
Type:  Fund
Market:  Israel
ISIN:  IL0051223043 
S/N:  5122304
Asset Class:  Equity
Migdal Portfolio Plus 142.230 +0.100 +0.07%

0P0001720C Overview

 
On this page you'll find an in-depth profile of Migdal Migdal Portfolio 80/20. Learn about the key management, total assets, investment strategy and contact information of 0P0001720C among other information.
Category

ILS Cautious Allocation

Total Assets

823.3M

Expenses

Inception Date

Nov 25, 2015

Investment Strategy

1. Exposure to bonds traded in Israel, including certificates of deposit, will not be less than50%. 2. Exposure to bonds, cash and time deposits together will not be less than 80%. 3. The average duration of all the bonds to which the fund will be exposed, will not exceed 5 years. 4. The fund manager intends to participate in corporate bonds issuances locally and overseas. 5. Exposure to equities will not exceed 20% and will not be less than (-20%). 6. Exposure to foreign currency will not exceed 30% and will not be less than (-30%). 7. Exposure to non-investment grade bonds will not exceed 30% and will not be less than (-30%). 8. The total value of all foreign securities, units of foreign funds and foreign currency that shall be held in the fund plus the exposure to an underlying asset traded overseas through activities in derivatives on overseas stock exchanges may exceed 10% of its net asset value.

Contact Information

Address 26 Saadia Gaon St,
Tel Aviv, 6713521
Israel
Phone 972-3-5190435
Fax 972-3-5194031

Top Executives

Name Title Since Until
Shlomo Lublin - 2015 Now
Biography Member of Investment Committee
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