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Meitav Investment Portfolio +30% Il (0P00011J7Z)

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130.010 -0.050    -0.04%
23/12 - Closed. Currency in ILS
Type:  Fund
Market:  Israel
Issuer:  Meitav DS Mutual Funds Ltd
ISIN:  IL0051187164 
S/N:  5118716
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 413.91M
Meitav 70/30 - Focused Management 130.010 -0.050 -0.04%

Meitav Investment Portfolio +30% Il Overview

 
On this page you'll find an in-depth profile of Meitav Investment Portfolio +30% Il. Learn about the key management, total assets, investment strategy and contact information of 0P00011J7Z among other information.
Category

ILS Cautious Allocation

Total Assets

413.91M

Expenses

Inception Date

Dec 12, 2013

Investment Strategy

1. At least 70% will be exposed to any kind of bonds a/o deposits a/o cash, provided that at least 50% will be exposed to any kind of bonds traded in Israel. 2. Exposure to equities will not exceed, in absolute value, 30%. 3. Exposure to foreign currency will not exceed, in absolute value, 30%. 4. Exposure to non-investment grade bonds will not exceed 30%. 5. The fund will create exposure only 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 will not exceed 10%. 7. The rest of the fund's assets will be invested at the absolute discretion of the fund manager.

Contact Information

Address 30 Sheshet Hayamim St.
Bnei Brak, 5120261
Israel
Phone 973-3-7904416
Fax 972-3-7904481

Top Executives

Name Title Since Until
Gabriel Tabdi - 2019 Now
Aviram Naeh - 2016 2019
Sagi Strumza - 2013 2016
Roee Kol - 2013 2015
Boaz Tzaliach - 2013 2015
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