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1. Exposure to corporate bonds shall not be less than 75% of net asset value of the fund. 2. Exposure to bonds included in the Tel Bond-Stock Index shall not be less than 75% of the net asset value of the fund. 3. The Fund shall not create equity exposure. 4. Foreign-currency exposure shall not exceed, in absolute values, 10% of net asset value of the fund. 5. The Fund shall not create exposure to non-investment grade bonds. 6. The rest of the Fund's assets will be invested according to the sole discretion of the Fund Manager. 7. The fund is a foreign securities limited fund. 8. If the Tel Aviv Stock Exchange will enable the use the index as a benchmark for a tracking fund, then the fund manager intends to change the investment policy and the classification of the Fund so that it shall be a tracking fund and the fund's name will be changed.
Name | Title | Since | Until |
---|---|---|---|
Not Disclosed | - | 2016 | Now |
Ella Klebanov | Portfolio Manager | 2010 | 2016 |
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