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Yelin Lapidot 60/40 Il (0P0001IZPQ)

Tel Aviv

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138.690 +0.010 +0.01%

21/11 - Closed. Currency in ILS

Morningstar Rating:
Total Assets: 209.9M

Type: Fund

Market: Israel

Issuer: Yelin Lapidot Mutual Funds Mgmt Ltd

ISIN: IL0051301823

S/N: 5130182

Asset Class: Equity

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0P0001IZPQ Overview

On this page you'll find an in-depth profile of Yelin Lapidot 60/40 Il. Learn about the key management, total assets, investment strategy and contact information of 0P0001IZPQ among other information.

Investment Strategy

1. Exposure to any kind of bonds a/o deposits a/o cash will not be less than 60%, provided that at least 50% will be exposed to any kind of bonds traded in Israel. 2. Exposure to equities will not exceed, in absolute value, 40%. 3. Exposure to foreign currency will not exceed, in absolute value, 50%. 4. Exposure to non-investment grade bonds will not exceed 50%. 5. The fund will create exposure only to credit risk of banking corporates which are included in the first credit risk group. 6. 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%. 7. The rest of the fund's assets will be invested at the total discretion of the fund manager.

Contact Information

Address 50 Dizengof St.,
Tel Aviv, 6433222
Israel

Phone 972-3-7132323

Fax 972-3-7132324

Web www.yl-invest.co.il

Top Executives

Name	Title	Since	Until
Yaniv Koren	-	2019	Now

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Yelin Lapidot 40/.	138.690	+0.010	+0.01%