מדיניות-ניהול-השקעות

IBI Mutual Funds offers a broad range of products that address the full range of investment strategies in Israel and internationally. Our management policy is informed by clear and consistent principles.

Established in 1978, we are one of the oldest mutual fund managers in Israel. Our achievements in delivering value for clients attest to the extensive experience we have acquired in fund management. Some of our funds have been operating since the 1980s and their management principles are the same today as they were then.

All the IBI - managed mutual funds aim to produce added value over time for clients by applying management principles that combine quality and diversification across asset classes both in Israel and internationally and prioritizing strategies designed to *mitigate risk.

IBI Mutual Funds - Guiding principles

We manage a limited number of funds and aim to achieve superior results in every asset class we invest in.

Clients choose the funds they wish to buy according to their particular style of management so we have an unwavering commitment to keep policy changes in all our funds to a minimum.

We believe that an active style of management and a disciplined approach to risk management give investors more incentive to continue to hold our mutual funds over the long term and helps keep down the rate of transfers between the many funds on the market.

We also offer a selection of index tracker funds designed to replicate as far as possible the rate of change in their benchmark asset, as stipulated in each fund's prospectus. Our funds track a number of underlying indices covering Israeli and overseas equities, government and corporate bonds and complex funds.

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