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Migdal Managed Portfolio 50/50 (0P0001BCDA)

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159.320 +0.070    +0.04%
20/11 - Closed. Currency in ILS
  • Morningstar Rating:
  • Total Assets: 95.24M
Type:  Fund
Market:  Israel
Issuer:  Migdal Mutual Funds Ltd
ISIN:  IL0051248628 
S/N:  5124862
Asset Class:  Equity
Migdal Managed Portfolio 50/50 159.320 +0.070 +0.04%

0P0001BCDA Overview

 
On this page you'll find an in-depth profile of Migdal Managed Portfolio 50/50. Learn about the key management, total assets, investment strategy and contact information of 0P0001BCDA among other information.
Category

ILS Aggressive Allocation

Total Assets

95.24M

Expenses

Inception Date

Jul 18, 2017

Investment Strategy

1. Exposure to bonds traded in Israel will not be less than 50%. 2. Exposure to equity will not exceed 50% and will not be less than (-50%). 3. Exposure to foreign currency will not exceed 50% and will not be less than (-50%). 4. Exposure to non-investment grade bonds will not exceed 50% and will not be less than (-50%). 5. There will be no exposure to credit risk of banking corporates and brokers which are not included in the first credit risk group. 6. The total value of foreign securities, foreign options, 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 may exceed 10%. 7. The fund manager is entitled to invest the fund's means at his absolute discretion, and he is entitled to determine the amount of cash included in the fund's assets from time to time.

Contact Information

Address 26 Saadia Gaon St,
Tel Aviv, 6713521
Israel
Phone 972-3-5190435
Fax 972-3-5194031

Top Executives

Name Title Since Until
Eyal Shina - 2017 Now
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