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1. Exposure to USA equities will not be less than 75%. USA equities = equities traded in USA a/o issued by companies unionized in the USA, traded overseas. 2. Exposure to other assets than USA equities, excluding forex, cash, term deposits and other assets eligible for holding in a money-market fund without corporate, will not exceed 25%. 3. Exposure to equities will not exceed 120% and will not be less than 75%. 4. Exposure to forex will not exceed 120% and will not be less than 75%. 5. Exposure to non-investment grade bonds will not exceed 25% and will not be less than (-25%). 6. There will be no exposure to credit risk of banking corporates and brokers which are not included in the first credit risk group. 7. The fund is a non-limited fund in foreign securities. 8. The fund manager is entitled to invest the fund's means at his absolute discretion, and he is entitled to determine the amount of cash included in the fund's assets from time to time.
Name | Title | Since | Until |
---|---|---|---|
Roee Moshe | - | 2022 | 2023 |
Oren Montal | - | 2017 | 2023 |
Ilan Rokach | - | 2014 | 2017 |
Biography | Member of Investment Committee | ||
Lior Greenhaus | - | 2010 | 2012 |
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