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1. At least 75% will be exposed to equities traded in the TA Stock Exchange. 2. Exposure to assets which are not as specified above will not exceed 25%. 3. Exposure to equities will not exceed, in absolute value, 30%. 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 corporate 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 will not exceed 10%. 8. Average duration of the fund's bond portfolio will not exceed 5 years. 9. The rest of the fund's assets will be invested at the total discretion of the fund manager.
Name | Title | Since | Until |
---|---|---|---|
Nir Tsarfati | - | 2014 | Now |
Eli Levy | - | 2014 | 2020 |
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