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Sigma Bond Portfolio + 10% Il ! (0P000155QS)

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140.700 -0.060    -0.04%
16/05 - Closed. Currency in ILS ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 35.57M
Type:  Fund
Market:  Israel
Issuer:  Sigma Mutual Funds Ltd.
ISIN:  IL0051207202 
S/N:  5120720
Asset Class:  Bond
Sigma 10/90 Dynamic ! 140.700 -0.060 -0.04%

0P000155QS Overview

 
On this page you'll find an in-depth profile of Sigma Bond Portfolio + 10% Il !. Learn about the key management, total assets, investment strategy and contact information of 0P000155QS among other information.
Category

ILS Cautious Allocation, 10% Equity Cap

Total Assets

35.57M

Expenses

Inception Date

Dec 29, 2014

Investment Strategy

1. Exposure to bonds, deposits and cash will not be less than 90%, provided that the exposure to bonds, including certificates of deposit will not be less than 50%. 2. Exposure to equities will not exceed, in absolute value, 10%. 3. Foreign currency exposure shall not exceed 30% of the net asset value of the fund. 4. The fund might create exposure to non-investment grade rated bonds. 5. The Fund Manager may invest the fund means at his absolute discretion. 6. 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 not exceed 10%.

Contact Information

Address 14 Abba Hillel Silver St, Ramat Gan
, 5250607
Israel
Phone 972-3-6138218
Fax 972-3-6138219

Top Executives

Name Title Since Until
Pinchas Biton - 2022 Now
Tal Kahalani - 2014 2022
Biography Sigma P.C.M. Mutual Funds Mgmt (1992)Ltd
Yair Shani - 2016 2017
Uri Galai - 2014 2016
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