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Yelin Lapidot 90/10 Overseas Bd& Eq Prtf (0P00015559)

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129.840 -0.260    -0.20%
20/11 - Closed. Currency in ILS
  • Morningstar Rating:
  • Total Assets: 680.76M
Type:  Fund
Market:  Israel
Issuer:  Yelin Lapidot Mutual Funds Mgmt Ltd
ISIN:  IL0051201262 
S/N:  5120126
Asset Class:  Equity
Yelin Lapidot 90/10 Overseas 129.840 -0.260 -0.20%

0P00015559 Overview

 
On this page you'll find an in-depth profile of Yelin Lapidot 90/10 Overseas Bd& Eq Prtf. Learn about the key management, total assets, investment strategy and contact information of 0P00015559 among other information.
Category

Other Allocation

Total Assets

680.76M

Expenses

Inception Date

Dec 15, 2014

Investment Strategy

"1. The fund's exposure to any kind of bonds, including deposits and cash, shall not be less than 90%, provided that at least 50% of the net asset value shall be to any kind of overseas traded bonds, including through ETF that their underlying asset is bond or index as mentioned above. 2. Exposure to shares shall not exceed, in absolute value, 10% provided that the exposure to overseas traded shares shall not be less than 50% of the total exposure to shares. 3. Exposure to foreign currency shall not exceed, in absolute value, 120%. 5. The fund's exposure to non-investment grade rated bonds shall not exceed 10%. 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%. 7. The rest of the fund's assets shall be invested according to the sole discretion of the fund manager. "

Contact Information

Address 50 Dizengof St.,
Tel Aviv, 6433222
Israel
Phone 972-3-7132323
Fax 972-3-7132324

Top Executives

Name Title Since Until
Yaniv Koren - 2019 Now
Ori Keren - 2014 2019
Yaniv Koren - 2014 2016
Yaron Golomb - 2014 2016
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