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Yelin Lapidot 75/25 Il (LP68246312)

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154.500 +0.210    +0.14%
19/11 - Closed. Currency in ILS
  • Morningstar Rating:
  • Total Assets: 971.94M
Type:  Fund
Market:  Israel
Issuer:  Yelin Lapidot Mutual Funds Mgmt Ltd
ISIN:  IL0051186174 
S/N:  5118617
Asset Class:  Equity
Yelin Lapidot 25/75 154.500 +0.210 +0.14%

LP68246312 Overview

 
On this page you'll find an in-depth profile of Yelin Lapidot 75/25 Il. Learn about the key management, total assets, investment strategy and contact information of LP68246312 among other information.
Category

ILS Cautious Allocation

Total Assets

971.94M

Expenses

Inception Date

Dec 12, 2013

Investment Strategy

1. Exposure to any kind of bonds traded in Israel will not be less than 75%. 2. Cumulative exposure to other channels which are not any kind of bonds traded in Israel will not exceed 25%. 3. Exposure to equities will not exceed, in absolute value, 25%. 4. Exposure to foreign currency will not exceed, in absolute value, 50%. 5. Exposure to non-investment grade bonds will not exceed 30%. 6. The fund will create exposure only to credit risk of banking corporates 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 may exceed 10%. 8. The rest of the fund's assets will be invested at the total discretion of the fund manager.

Contact Information

Address 50 Dizengof St.,
Tel Aviv, 6433222
Israel
Phone 972-3-7132323
Fax 972-3-7132324

Top Executives

Name Title Since Until
Yaniv Koren - 2015 Now
Ron Hakeyni - 2015 2019
Ori Keren - 2013 2019
Daniel Yoel - 2015 2015
Yaron Golomb - 2013 2015
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