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Yelin Lapidot Dividend Stocks Il (LP68123809)

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374.460 +6.690    +1.82%
26/11 - Delayed Data. Currency in ILS
  • Morningstar Rating:
  • Total Assets: 453.11M
Type:  Fund
Market:  Israel
Issuer:  Yelin Lapidot Mutual Funds Mgmt Ltd
ISIN:  IL0051148976 
S/N:  5114897
Asset Class:  Equity
Yelin Lapidot Israel Equity 374.460 +6.690 +1.82%

LP68123809 Overview

 
On this page you'll find an in-depth profile of Yelin Lapidot Dividend Stocks Il. Learn about the key management, total assets, investment strategy and contact information of LP68123809 among other information.
Category

Israel Large/Mid-Cap Equity

Total Assets

453.11M

Expenses

Inception Date

May 12, 2010

Investment Strategy

1. At least 75% will be exposed to dividend equities traded In Israel. 2. Cumulative exposure to other channels which are not as specified above, will not exceed 25%. 3. Exposure to equities will not exceed 120%. 4. Exposure to forex will not exceed 10%. 5. Exposure to non-investment grade bonds plus the possible exposure to non-affinity to Israel bonds will not exceed 10%. 6. The fund will create exposure only to credit risk of banking corporates which are included in the first credit risk group. 7. 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%.

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 - 2014 Now
Ori Keren - 2010 2019
Yaron Golomb - 2010 2014
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