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Yelin Lapidot Growth Equity Il (0P00013UB9)

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271.560 -1.440    -0.53%
31/10 - Delayed Data. Currency in ILS
Type:  Fund
Market:  Israel
Issuer:  Yelin Lapidot Mutual Funds Mgmt Ltd
ISIN:  IL0051195084 
S/N:  5119508
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 311.3M
Yelin Lapidot Growth Equity 271.560 -1.440 -0.53%

Yelin Lapidot Growth Equity Il Overview

 
On this page you'll find an in-depth profile of Yelin Lapidot Growth Equity Il. Learn about the key management, total assets, investment strategy and contact information of 0P00013UB9 among other information.
Category

Israel Large/Mid-Cap Equity

Total Assets

311.3M

Expenses

Inception Date

Aug 04, 2014

Investment Strategy

1. At least 75% will be exposed to growth equities traded in Israel. 2. Cumulative exposure to other channels which are not as specified above, will not exceed 25%. 3. Exposure to equities will not exceed 120%. 4. Exposure to forex will not exceed, in absolute value, 120%. 5. Exposure to non-investment grade bonds plus a possible exposure to non-affinity to Israel bonds will not exceed 10%. 6. The fund will create exposure only to credit risk of banking corporates which are included in the first credit risk group. 7. 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 exceed 10%.

Contact Information

Address 50 Dizengof St.,
Tel Aviv, 6433222
Israel
Phone 972-3-7132323
Fax 972-3-7132324

Top Executives

Name Title Since Until
Yaniv Koren - 2014 Now
Ori Keren - 2014 2019
Yaron Golomb - 2014 2016
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