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More Bond Portfolio + 15% Il (0P00017LV5)

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129.210 +0.050    +0.04%
23/12 - Closed. Currency in ILS
  • Morningstar Rating:
  • Total Assets: 343.2M
Type:  Fund
Market:  Israel
Issuer:  More Mutual Funds Management (2013) Ltd.
ISIN:  IL0051228174 
S/N:  5122817
Asset Class:  Equity
More Government + 15% 129.210 +0.050 +0.04%

0P00017LV5 Overview

 
On this page you'll find an in-depth profile of More Bond Portfolio + 15% Il. Learn about the key management, total assets, investment strategy and contact information of 0P00017LV5 among other information.
Category

ILS Cautious Allocation

Total Assets

343.2M

Expenses

Inception Date

Mar 08, 2016

Investment Strategy

1. Exposure to bonds issued by the state (or guaranteed by it), including T.Bills will not be less than 50%. 2. Exposure to equities will not exceed 15%. 3. Exposure to foreign currency will not exceed, in absolute value, 30%. 4. Exposure to non-investment grade bonds will not exceed 15%. 5. The fund will not create exposure to banking corporates credit risks, which are not included in the first credit risk group rating, through cash deposits and deposits. 6. The total value of foreign securities, units of foreign funds 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 not exceed 10%. 7. The fund manager will adjust the investment mix according to the changes in the investment mix of Portfolio 2 of Discount Bank.

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
Kobi Assif - 2023 Now
Michael Fleischer - 2021 2023
Yotav Kostika - 2018 2023
Eli Levy - 2016 2018
Liran Baruch - 2016 2018
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