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Ksm (4d) Global Shares (0P0000LZMP)

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276.870 +0.600    +0.22%
01/05 - Closed. Currency in ILS ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 89.75M
Type:  Fund
Market:  Israel
Issuer:  Epsilon Mutual Funds Mgmt (1991) Ltd
ISIN:  IL0051126931 
S/N:  5112693
Asset Class:  Equity
Epsilon Global Shares 276.870 +0.600 +0.22%

0P0000LZMP Overview

 
On this page you'll find an in-depth profile of Ksm (4d) Global Shares. Learn about the key management, total assets, investment strategy and contact information of 0P0000LZMP among other information.
Category

Global Large-Cap Blend Equity

Total Assets

89.75M

Expenses

Inception Date

Sep 29, 2009

Investment Strategy

1. Exposure to equities listed a/o traded overseas will not be less than 75%. 2. Exposure to assets which are not equities traded in Israel, excluding foreign currency, cash, term deposits and assets eligible for holding in a money-market fund without corporate, will not exceed 25%. 3. The rest of the exposure will be determined at the absolute discretion of the fund manager. 4. Exposure to equities will not exceed 120%. 5. Exposure to forex will not exceed, in absolute value, 120%. 6. Exposure to non-investment grade bonds will not exceed 25%. 7. Exposure to non-investment grade bonds plus the exposure rate to credit risk of banking corporates which are not included in the first credit risk group will not exceed 25%, provided that: A. Exposure to all the banking corporates and brokers which are not included in the first credit risk group will not exceed 20%. B. Exposure to a banking corporate or certain broker which is not included in the first credit risk group will not exceed 10%.

Contact Information

Address 25 Efal St,
Petah Tikva, 4951125
Israel
Phone 972-3-7532095
Fax 972-3-7536640

Top Executives

Name Title Since Until
Eyal Shani - 2020 Now
Lior Vider - 2018 2020
Geri Paul Kotistanu - 2017 2018
Tal Peleg - 2013 2017
Idan Azulai - 2013 2017
Biography CEO and Member of Investments Committee
Yaron Gordon - 2011 2013
Eliyahu Ran - 2009 2012
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