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1. At least 75% will be exposed to bonds traded in Israel issued by the state a/o guaranteed by it. 2. Exposure to other channels which are not as specified above, will not exceed 25%. 3. The fund will not create exposure to equities, forex and non-investment grade bonds. 4. Average duration of the bond portfolio will not exceed 5 years. 5. The fund will create exposure only to credit risk of banking corporates which are included in the first credit risk group. 6. 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%. 7. The fund's assets will be invested only in securities and derivatives eligible for investment according to Halacha rules, as instructed by Rabi Dvir.
Name | Title | Since | Until |
---|---|---|---|
Kobi Assif | - | 2023 | Now |
Not Disclosed | - | 2022 | 2023 |
Yotav Kostika | - | 2013 | 2022 |
Eli Levy | - | 2013 | 2018 |
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