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Yelin Lapidot Corporate Bonds Il + 10% ! (LP68246218)

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139.530 +0.300    +0.22%
24/04 - Closed. Currency in ILS ( Disclaimer )
Type:  Fund
Market:  Israel
Issuer:  Yelin Lapidot Mutual Funds Mgmt Ltd
ISIN:  IL0051175029 
S/N:  5117502
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 877.88M
Yelin Lapidot Internal Rating System+10% 139.530 +0.300 +0.22%

Yelin Lapidot Corporate Bonds Il + 10% ! Overview

 
On this page you'll find an in-depth profile of Yelin Lapidot Corporate Bonds Il + 10% !. Learn about the key management, total assets, investment strategy and contact information of LP68246218 among other information.
Category

ILS Cautious Allocation, 10% Equity Cap

Total Assets

877.88M

Expenses

Inception Date

Dec 12, 2012

Investment Strategy

1. Exposure to corporate bonds traded in Israel will not be less than 75%. 2. Exposure to assets which are not as specified above, will not exceed 25%. 3. Exposure to equities will not exceed 10%. 4. Exposure to foreign currency may exceed 10%. 5. Exposure to non-investment grade bonds. 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. 8. The total value of foreign securities, foreign options, 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 may 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
Ron Hakeyni - 2015 2019
Ori Keren - 2012 2019
Yaron Golomb - 2012 2015
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