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Altshuler Shaham Devlpd Mkt Upto 30% Fcy (0P00011J87)

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206.510 -0.350    -0.17%
20/11 - Closed. Currency in ILS
  • Morningstar Rating:
  • Total Assets: 804.3M
Type:  Fund
Market:  Israel
Issuer:  Altshuler Shaham Mutual Funds Management
ISIN:  IL0051186091 
S/N:  5118609
Asset Class:  Equity
Altshuler Shaham Dev Mkts Protctd Forex 206.510 -0.350 -0.17%

0P00011J87 Overview

 
On this page you'll find an in-depth profile of Altshuler Shaham Devlpd Mkt Upto 30% Fcy. Learn about the key management, total assets, investment strategy and contact information of 0P00011J87 among other information.
Category

Sector Equity Other

Total Assets

804.3M

Expenses

Inception Date

Dec 16, 2013

Investment Strategy

1. Exposure developed markets indices will not be less than 75%. 2. Exposure to assets which are not as specified above, excluding forex, cash, term-deposits and assets eligible for holding in a money-market fund without corporate will not exceed 25%. 3. Exposure to forex will be hedged and will not exceed 30%. 4. Exposure to equities will not be less than 75% and will not exceed 120%. 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%. 7. The rest of the exposure will be determined at the absolute discretion of the fund manager.

Contact Information

Address 19A Habarzel St.
Tel Aviv, 6971026
Israel
Phone 972-73-2331500
Fax 972-73-2331690

Top Executives

Name Title Since Until
Guy Liliental - 2017 Now
Gilad Altshuler - 2013 2017
Biography Chairman and Member of Investment Committee
Erez Vilf - 2013 2016
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