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Altshuler Shaham Global Eq Upto 30% Fcy (0P0000A7QD)

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187.180 -4.620    -2.41%
19/12 - Closed. Currency in ILS
Type:  Fund
Market:  Israel
Issuer:  Altshuler Shaham Mutual Funds Management
ISIN:  IL0051083298 
S/N:  5108329
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 234.09M
Altshuler Shaham Forex Protectd Glbl Eq 187.180 -4.620 -2.41%

Altshuler Shaham Global Eq Upto 30% Fcy Overview

 
On this page you'll find an in-depth profile of Altshuler Shaham Global Eq Upto 30% Fcy. Learn about the key management, total assets, investment strategy and contact information of 0P0000A7QD among other information.
Category

Sector Equity Other

Total Assets

234.09M

Expenses

Inception Date

Jul 31, 2007

Investment Strategy

1. Exposure overseas traded equities will not be less than 75%. 2. Exposure to assets which are not as specified above, excluding forex, cash, term-deposits and assets eligible for holding in a money-market fund without corporate will not exceed 25%. 3. Exposure to forex will be hedged and will not exceed 30%. 4. Exposure to equities will not be less than 75% and will not exceed 120%. 5. Exposure to non-investment grade bonds + exposure to credit risk of banking corporates which are not included in the first credit risk group will not exceed 25%, provided that: 6. 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%. 7. The rest of the exposure will be determined at the absolute discretion of the fund manager.

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 Altshuler - 2009 Now
Biography Chairman and Member of Investment Committee
Guy Liliental - 2014 2017
Erez Vilf - 2012 2016
Yotam Ironi - 2011 2012
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