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Altshuler Shaham Yeter Il (LP65037950)

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555.350 +1.550    +0.28%
04/11 - Closed. Currency in ILS
Type:  Fund
Market:  Israel
Issuer:  Altshuler Shaham Mutual Funds Management
ISIN:  IL0051059033 
S/N:  5105903
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 139.63M
Altshuler Shaham YETER 555.350 +1.550 +0.28%

Altshuler Shaham Yeter Il Overview

 
On this page you'll find an in-depth profile of Altshuler Shaham Yeter Il. Learn about the key management, total assets, investment strategy and contact information of LP65037950 among other information.
Category

Israel Small-Cap Equity

Total Assets

139.63M

Expenses

Inception Date

Dec 28, 2005

Investment Strategy

1. Exposure to equities included in the Tel Aviv SE Yeter-Rest Of Shares & Convertibles index will not be less than 75%. 2. Exposure to assets which are as specified above, excluding cash, term-deposits and assets eligible for holding in a money-market fund without corporate will not exceed 25%. 3. Exposure to equities will not be less than 75% and will not exceed 120%. 4. The fund will not create exposure to forex. 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%.

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 - 2005 Now
Biography Chairman and Member of Investment Committee
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