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Altshulershaham Trk Prtf 2-discount Bank (0P000177P4)

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Altshuler Shaham Portfolio No.2 historical data, for real-time data please try another search
114.450 0.000    0%
02/08 - Closed. Currency in ILS ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 512.16M
Type:  Fund
Market:  Israel
Issuer:  Altshuler Shaham Mutual Funds Management
ISIN:  IL0051225287 
S/N:  5122528
Asset Class:  Equity
Altshuler Shaham Portfolio No.2 114.450 0.000 0%

0P000177P4 Overview

 
On this page you'll find an in-depth profile of Altshulershaham Trk Prtf 2-discount Bank. Learn about the key management, total assets, investment strategy and contact information of 0P000177P4 among other information.
Category

ILS Cautious Allocation

Total Assets

512.16M

Expenses

Inception Date

Dec 29, 2015

Investment Strategy

1. Exposure to bonds issued by the state of Israel and/or guaranteed by it will not be less than 50%. 2. Exposure to non-government bonds will not exceed 50%. 3. Exposure to equities will not exceed, in absolute value, 15%. 4. Exposure to non-investment grade bonds will not exceed 30%. 5. Exposure to foreign currency will not exceed, in absolute value, 30%. 6. The rest of the exposure in the fund will be determined at the total discretion of the fund manager. 7. The total value of all foreign securities, units of foreign funds and foreign currency that shall be held in the fund plus the exposure to an underlying asset traded overseas through activities in derivatives on overseas stock exchanges may exceed 10% of its net asset value. 8. The fund manager will adjust the fund's investment mix according to the investment mix of portfolio No. 2 – low to medium risk level of Discount Bank.

Contact Information

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

Top Executives

Name Title Since Until
Shay Idan - 2019 2021
Not Disclosed - 2017 2019
Gilad Altshuler - 2015 2017
Biography Chairman and Member of Investment Committee
Gilad Valik - 2015 2017
Ido Rechtman - 2015 2017
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