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Yelin Lapidot Bond Port Up To 15% Stk Il (0P0000P2H5)

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175.330 -0.040    -0.02%
31/10 - Closed. Currency in ILS
  • Morningstar Rating:
  • Total Assets: 419.4M
Type:  Fund
Market:  Israel
Issuer:  Yelin Lapidot Mutual Funds Mgmt Ltd
ISIN:  IL0051150923 
S/N:  5115092
Asset Class:  Equity
Yelin Lapidot Model + 15% 175.330 -0.040 -0.02%

0P0000P2H5 Overview

 
On this page you'll find an in-depth profile of Yelin Lapidot Bond Port Up To 15% Stk Il. Learn about the key management, total assets, investment strategy and contact information of 0P0000P2H5 among other information.
Category

ILS Cautious Allocation

Total Assets

419.4M

Expenses

Inception Date

Jul 08, 2010

Investment Strategy

1. At least 50% will be exposed to any kind bonds including certificates of deposit. 2. Exposure to equities will not exceed, in absolute value, 15%. 3. Exposure to foreign currency will not exceed, in absolute value, 50%. 4. Exposure to non-investment grade bonds will not exceed 30%. 5. The fund will not create exposure to banking corporates credit risks, which are not included in the first credit risk group rating, through cash deposits and deposits. 6. The total value of foreign securities, units of foreign funds 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 not exceed 10%. 7. The rest of the exposure in the fund will be determined 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 - 2014 Now
Ron Hakeyni - 2015 2019
Ori Keren - 2010 2019
Daniel Yoel - 2015 2015
Yaron Golomb - 2010 2015
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