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Altshuler Shaham 80-20 Il (LP68123746)

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185.510 +0.170    +0.09%
13/11 - Delayed Data. Currency in ILS
Type:  Fund
Market:  Israel
Issuer:  Altshuler Shaham Mutual Funds Management
ISIN:  IL0051142367 
S/N:  5114236
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 168.04M
Altshuler Shaham 20/80 TA MID CAP 185.510 +0.170 +0.09%

Altshuler Shaham 80-20 Il Overview

 
On this page you'll find an in-depth profile of Altshuler Shaham 80-20 Il. Learn about the key management, total assets, investment strategy and contact information of LP68123746 among other information.
Category

ILS Cautious Allocation

Total Assets

168.04M

Expenses

Inception Date

Dec 28, 2009

Investment Strategy

1. Exposure to any kind of bonds deposits and cash will not be less than 80%, Exposure to bonds traded in Israel will not be less than 75%. 2. Exposure to assets which are not bonds traded in Israel, excluding forex, cash, term-deposits and assets eligible for holding in a money-market fund will not exceed 25%. 3. Exposure to equities will not exceed, in absolute value, 20%. 4. Exposure to forex will not exceed, in absolute value, 30%. 5. Exposure to non-investment grade bonds+the exposure to credit risk of all the banking corporates and brokers which are not included in the first credit risk group will not exceed 30%. A.Exposure to credit risk of all the banking corporates and brokers which are not included in the first credit risk group will not exceed 20%. B.Exposure to credit risk of a banking corporate or certain broker which is not included in the first credit risk group will not exceed 10%.

Contact Information

Address 19A Habarzel St.
Tel Aviv, 6971026
Israel
Phone 972-73-2331500
Fax 972-73-2331690

Top Executives

Name Title Since Until
Gilad Valik - 2019 Now
Not Disclosed - 2017 2019
Eyal Talmor - 2016 2017
Dror Gilon - 2012 2017
Liran Baruch - 2014 2016
Eyal Talmor - 2012 2014
Shay Buaron - 2011 2012
Dror Gilon - 2009 2012
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