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1. Exposure to overseas traded equities will not be less than 75%. 2. Exposure to other assets than specified above, excluding forex, cash, term deposits and other assets eligible for holding in a money-market fund without corporate, will not exceed 25%. 3. At least 90% of the fund's investments will be in assets which the income from them would have been exempt if received by a foreign citizen. 4. Exposure to equities will not exceed 120% and will not be less than 75%. 5. Exposure to forex will not exceed 120% and will not be less than 75%. 6. Exposure to non-investment grade bonds will not exceed 25% and will not be less than (-25%). 7. There will be no exposure to credit risk of banking corporates and brokers which are not included in the first credit risk group. 8. The fund is a limited fund in foreign securities. 9. The rest of the exposure will be determined at the absolute discretion of the fund manager.
Name | Title | Since | Until |
---|---|---|---|
Fredrik Reinglass | - | 2022 | Now |
Oren Montal | - | 2017 | Now |
Ilan Rokach | - | 1995 | 2017 |
Biography | Member of Investment Committee |
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