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Altshuler Shaham Equity Storm Il (LP65037953)

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2,074.760 -16.880    -0.81%
25/04 - Closed. Currency in ILS ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 662.65M
Type:  Fund
Market:  Israel
Issuer:  Altshuler Shaham Mutual Funds Management
ISIN:  IL0051267016 
S/N:  5126701
Asset Class:  Equity
Altshuler Shaham Equity Storm 2,074.760 -16.880 -0.81%

LP65037953 Overview

 
On this page you'll find an in-depth profile of Altshuler Shaham Equity Storm Il. Learn about the key management, total assets, investment strategy and contact information of LP65037953 among other information.
Category

Israel Large/Mid-Cap Equity

Total Assets

662.65M

Expenses

Inception Date

Dec 29, 1994

Investment Strategy

1. Exposure equities traded in Israel will not be less than 75%. 2. Exposure to assets which are not as specified above, excluding cash, term-deposits and assets eligible for holding in a money-market fund without corporate will not exceed 25%. 3. Exposure to equities will not be less than 75% and will not exceed 120%. 4. Exposure to forex will not exceed, in absolute value, 25%. 5. Exposure to non-investment grade bonds will not exceed 25%. 6. 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: 7. 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%.

Contact Information

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

Top Executives

Name Title Since Until
Gilad Altshuler - 1998 Now
Biography Chairman and Member of Investment Committee
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