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Yelin Lapidot 90/10 Growth Il ! (0P00013CRG)

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136.590 +0.090    +0.07%
17/12 - Closed. Currency in ILS
  • Morningstar Rating:
  • Total Assets: 910.9M
Type:  Fund
Market:  Israel
Issuer:  Yelin Lapidot Mutual Funds Mgmt Ltd
ISIN:  IL0051192438 
S/N:  5119243
Asset Class:  Bond
Yelin Lapidot 90\10 Growth ! 136.590 +0.090 +0.07%

0P00013CRG Overview

 
On this page you'll find an in-depth profile of Yelin Lapidot 90/10 Growth Il !. Learn about the key management, total assets, investment strategy and contact information of 0P00013CRG among other information.
Category

ILS Cautious Allocation, 10% Equity Cap

Total Assets

910.9M

Expenses

Inception Date

Jun 16, 2014

Investment Strategy

1. Exposure to any kind of bonds a/o deposits a/o cash will not be less than 90%, provided that at least 75% will be exposes to bonds traded in Israel. 2. Exposure to other channels which are not as specified above will not exceed 25%. 3. Exposure to equities will not exceed, in absolute value, 10%, provided that the exposure to growth equities will not be less than 50% of the total equity exposal. 4. Exposure to forex will not exceed, in absolute value, 30%. 5. Exposure to non-investment grade bonds plus the possible exposure to non-affinity to Israel bonds may exceed 10%. 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 exposure to securities, overseas funds, tracker open-end funds, which their underlying asset is foreign index or commodity, and forex, which will be held in the fund, plus the exposure to an underlying asset traded overseas will not exceed 10%.

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 - 2014 Now
Ron Hakeyni - 2015 2019
Ori Keren - 2014 2019
Daniel Yoel - 2015 2015
Yaron Golomb - 2014 2015
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