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Forte Israel Equity Il (0P0001BI1L)

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183.040 -0.710    -0.39%
25/04 - Closed. Currency in ILS ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 202.82M
Type:  Fund
Market:  Israel
Issuer:  Alumot Mutual Funds Management Ltd
ISIN:  IL0051250186 
S/N:  5125018
Asset Class:  Equity
Forte Equity 183.040 -0.710 -0.39%

0P0001BI1L Overview

 
On this page you'll find an in-depth profile of Forte Israel Equity Il. Learn about the key management, total assets, investment strategy and contact information of 0P0001BI1L among other information.
Category

Israel Large/Mid-Cap Equity

Total Assets

202.82M

Expenses

Inception Date

Aug 07, 2017

Investment Strategy

1. Exposure to equities traded on the Tel Aviv Stock exchange will not be less than 75%. 2. Exposure to assets 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 25%. 5. Exposure to non-investment grade bonds will not exceed 25%. 6. There will be no exposure to credit risk of banking corporates and brokers which are not 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 will not exceed 10%. 8. The rest of the exposure will be determined at the absolute discretion of the fund manager.

Contact Information

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

Top Executives

Name Title Since Until
Lior Vider - 2021 Now
Avishay Herzano - 2017 2021
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