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Sigma 90/10 Il (LP65102130)

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180.890 +0.260    +0.14%
22/12 - Closed. Currency in ILS
  • Morningstar Rating:
  • Total Assets: 204.72M
Type:  Fund
Market:  Israel
Issuer:  Sigma Mutual Funds Ltd.
ISIN:  IL0051090046 
S/N:  5109004
Asset Class:  Bond
Sigma 10/90 180.890 +0.260 +0.14%

LP65102130 Overview

 
On this page you'll find an in-depth profile of Sigma 90/10 Il. Learn about the key management, total assets, investment strategy and contact information of LP65102130 among other information.
Category

ILS Cautious Allocation, 10% Equity Cap

Total Assets

204.72M

Expenses

Inception Date

Dec 26, 2007

Investment Strategy

1. Exposure to any kind of bonds traded in Israel a/o deposits a/o cash will not be less than 90%, provided that the exposure to any kind of bonds will not be less than 75%. 2. Cumulative exposure to other assets which are not any kind of bonds traded in Israel will not exceed 25%. 3. Exposure to equities will not exceed, in absolute value, 10%. 4. Exposure to forex will not exceed, in absolute value, 30%. 5. Exposure to non-investment grade bonds plus the exposure to credit risk of banking corporates or brokers which are not included in the first credit risk group will not exceed 10%. 6. The total value of foreign securities, units of foreign funds, tracking- open-end funds whose benchmark is a foreign index or commodity, and forex 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%.

Contact Information

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

Top Executives

Name Title Since Until
David Vardi - 2022 Now
Idan Azulay - 2020 2022
Tzafrir Sharifi - 2019 2020
Tal Kahalani - 2012 2019
Biography Sigma P.C.M. Mutual Funds Mgmt (1992)Ltd
Yair Shani - 2016 2017
Uri Galai - 2009 2016
Dan Galai - 2009 2012
Biography CEO and member of Investment Committee
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