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Forte Israel Equity Il (0P0001BI1L)

Tel Aviv

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220.230 -0.620 -0.28%

07:00:00 - Closed. Currency in ILS

Morningstar Rating:
Total Assets: 210.08M

Type: Fund

Market: Israel

Issuer: Alumot Mutual Funds Management Ltd

ISIN: IL0051250186

S/N: 5125018

Asset Class: Equity

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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.

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

Web www.xnes.co.il

Top Executives

Name	Title	Since	Until
Nitay Zilcha	-	2024	Now
Lior Vider	-	2021	2024
Avishay Herzano	-	2017	2021

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Forte Equity	220.230	-0.620	-0.28%