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Axioma 70/30 Il (0P0000A7PG)

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182.620 -0.200    -0.11%
23/12 - Closed. Currency in ILS
Type:  Fund
Market:  Israel
Issuer:  Alumot Mutual Funds Management Ltd
ISIN:  IL0051078835 
S/N:  5107883
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 107.6M
Axioma Bonds + 30% 182.620 -0.200 -0.11%

Axioma 70/30 Il Overview

 
On this page you'll find an in-depth profile of Axioma 70/30 Il. Learn about the key management, total assets, investment strategy and contact information of 0P0000A7PG among other information.
Category

ILS Cautious Allocation

Total Assets

107.6M

Expenses

Inception Date

Mar 12, 2007

Investment Strategy

1. Exposure to corporate bonds and/or deposits and/or cash will not be less than 70%, provided that 50% at least will be bonds traded in Israel. 2. Exposure to equities will not exceed 30%. 3. Exposure to foreign currency will not exceed 30%. 4. Exposure to non-investment grade bonds will not exceed 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 total value of foreign securities, units of foreign funds, tracking- open-end funds whose benchmark is a foreign index or commodity, 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 14 Abba Hillel Silver St, Ramat Gan
, 5250607
Israel
Phone 972-3-6138218
Fax 972-3-6138219

Top Executives

Name Title Since Until
Avi Koraz - 2007 Now
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