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I.b.i 70/30 (0P000177OX)

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156.190 -0.150    -0.10%
20/11 - Closed. Currency in ILS
  • Morningstar Rating:
  • Total Assets: 577.4M
Type:  Fund
Market:  Israel
Issuer:  I.B.I Mutual Funds Management (1978) Ltd
ISIN:  IL0051225022 
S/N:  5122502
Asset Class:  Equity
I.B.I 70/30 156.190 -0.150 -0.10%

0P000177OX Overview

 
On this page you'll find an in-depth profile of I.b.i 70/30. Learn about the key management, total assets, investment strategy and contact information of 0P000177OX among other information.
Category

ILS Cautious Allocation

Total Assets

577.4M

Expenses

Inception Date

Dec 23, 2015

Investment Strategy

1. At least 70% of the net asset value of the fund will be exposed to any kind of bonds, including through certificates of deposit and/or deposits and/or cash. 2. Exposure to equities will not exceed, in absolute value, 30%. 3. Exposure to foreign currency will not exceed, in absolute value, 50%. 4. Exposure to non-investment grade bonds will not exceed 30%. 5. 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. 6. The rest of the means will be invested at the absolute discretion of the fund manager.

Contact Information

Address 9 Ahad Ha'am, 26th Floor,
Tel Aviv, 6525101
Israel
Phone +972 3 5193445
Fax 972-3-519440

Top Executives

Name Title Since Until
Herzl Babayov - 2016 Now
Raanan Shani - 2015 2016
Geri Kostistanu - 2015 2016
Jery Paul Kotishtanu - 2015 2016
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