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More 85/15 Il (0P00014EMZ)

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139.740 +0.210    +0.15%
20/11 - Closed. Currency in ILS
  • Morningstar Rating:
  • Total Assets: 642.94M
Type:  Fund
Market:  Israel
Issuer:  More Mutual Funds Management (2013) Ltd.
ISIN:  IL0051198211 
S/N:  5119821
Asset Class:  Equity
More 15/85 139.740 +0.210 +0.15%

0P00014EMZ Overview

 
On this page you'll find an in-depth profile of More 85/15 Il. Learn about the key management, total assets, investment strategy and contact information of 0P00014EMZ among other information.
Category

ILS Cautious Allocation

Total Assets

642.94M

Expenses

Inception Date

Sep 30, 2014

Investment Strategy

1. At least 85% of the net asset value of the fund will be exposed to any kind of bonds and/or deposits and/or cash, provided that at least 75% will be bonds traded in Israel. 2. Exposure to channels other than bonds traded in Israel will not exceed 25%. 3. The average duration of the funds bond portfolio will not exceed 5 years. 4. Exposure to equities will not exceed, in absolute value, 15% of the net asset value of the fund. 5 Exposure to foreign currency will not exceed, in absolute value, 10%. 6. Exposure to non-investment grade bonds will not exceed 10%. 7. The fund will not create exposure to banking corporates credit risks, which are not included in the first rating group, through cash deposits and deposits. 8. The total value of all foreign securities, may not exceed 10% of its net asset value. 9. The rest of the exposure in the fund will be determined at the total discretion of the fund manager.

Contact Information

Address 2, Ben Gurion St.
Ramat Gan, 5257334
Israel
Phone 972-3-7554949
Fax 972-3-5758533

Top Executives

Name Title Since Until
Amit Atar - 2021 Now
Shay Maor - 2014 2021
Eli Levy - 2014 2018
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