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Harel 90/10 Plus (0P0000S2FU)

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132.040 -0.110    -0.08%
25/04 - Closed. Currency in ILS ( Disclaimer )
Type:  Fund
Market:  Israel
Issuer:  HAREL-PIA KRANOT NEEMANUT B.M
ISIN:  IL0051155484 
S/N:  5115548
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 144.29M
Harel 90/10 Plus 132.040 -0.110 -0.08%

Harel 90/10 Plus Overview

 
On this page you'll find an in-depth profile of Harel 90/10 Plus. Learn about the key management, total assets, investment strategy and contact information of 0P0000S2FU among other information.
Category

ILS Cautious Allocation, 10% Equity Cap

Total Assets

144.29M

Expenses

Inception Date

Dec 30, 2010

Investment Strategy

1. Exposure to bonds, cash and timely deposits together shall not be less than 90% of the net asset value of the fund, provided that the exposure to bonds traded in Israel shall not be less than 50%. 2. Exposure to shares shall not exceed 10% and shall not be less than (-10%). 3. Exposure to foreign currency shall not exceed 30% and not be less than (-30%). 4. Exposure to non-investment grade rated bonds shall not exceed 10% and shall not be less than (-10%). 5. The fund manager intends, at his discretion: To participate in corporate bond issues traded in Israel a/o overseas To act so that from time to time there will be a negative exposure to shares (Short). To act so that the fund shall be exposed to some shares negative (short) and some – positive (Long). To act so that the fund shall be exposed to some bonds negative (short) and some – positive (Long). 6. The fund is limited in foreign securities.

Contact Information

Address 12 Hahilazon Str.
Ramat Gan, 5252276
Israel
Phone 972-3-7546110
Fax 972-3-7546330

Top Executives

Name Title Since Until
Keren Dekel - 2014 Now
David Tsohar - 2010 2014
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