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Alfi Benedek 20/80 (0P000160XN)

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155.900 -0.270    -0.17%
19/12 - Closed. Currency in ILS
Type:  Fund
Market:  Israel
Issuer:  Alumot Mutual Funds Management Ltd
ISIN:  IL0051213630 
S/N:  5121363
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 36.87M
Alfi Benedek 20/80 155.900 -0.270 -0.17%

Alfi Benedek 20/80 Overview

 
On this page you'll find an in-depth profile of Alfi Benedek 20/80. Learn about the key management, total assets, investment strategy and contact information of 0P000160XN among other information.
Category

ILS Cautious Allocation

Total Assets

36.87M

Expenses

Inception Date

May 04, 2015

Investment Strategy

1. At least 80% will be exposed to bonds, cash, and term deposits, provided that the exposure to bonds traded in Israel will not be less than 50%. 2. Exposure to equities will not exceed 20% and will not be less than (-20%). 3. Exposure to foreign currency will not exceed 50% and will not be less than (-50%). 4. Exposure to non-investment grade bonds will not exceed 30% and will not be less than (-30%) 5. There will be no exposure to credit risk of banking corporates and brokers which are not included in the first credit risk group. 6. The fund is a non-limited fund in foreign securities. 7. The fund manager is entitled to invest the fund's means at his absolute discretion, and he is entitled to determine the amount of cash included in the fund's assets from time to time.

Contact Information

Address 12 Hahilazon Str.
Ramat Gan, 5252276
Israel
Phone 972-3-7546110
Fax 972-3-7546330

Top Executives

Name Title Since Until
Kobi Alfi Less - 2015 Now
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