קסם KTFי iBoxx USD Liquid FRN Investment Grade Corporates 100

מחיר פדיון
3,959.78
מחיר קנייה
3,959.78
0.57%
  • % החודש:-0.64%
  • % השנה:-1.52%
  • % 3 חודשים:-1.43%
  • % 12 חודשים:-12.47%
  • סטיית תקן (שנה):10.49
  • שארפ (שנה):-1.58
מספר נייר
5134929
מטבע
ש"ח
פרופיל חשיפה
0D
היקף נכסים (מ' ₪)
17.91
סיווג על
אג"ח בחו"ל
סיווג ראשי
חברות והמרה חשופת מט"ח
סיווג משני
חברות והמרה חשופת מט"ח
מדד השוואה
מעמד מס
פטורה
דמי ניהול
0.5%
דמי נאמנות
0.03%
מנהל הקרן
קסם
נאמן הקרן
מזרחי טפחות נאמנות
הוראות עד השעה
16:00
תאריך הקמה
04/12/2018
שינוי מדיניות אחרון
שעור הוספה
0
עמלת הפצה
0 פטורה מתשלום
חשיפה למניות
ללא חשיפה
חשיפה למט"ח
עד 120%
טווח 52 שבועות
4,702.99
3,873.6

הרכב הקרן במונחי חשיפה (%)

נכון ל - 02/26

גיוסים ופדיונות (מ' ₪)

נכון ל - 02/26
תקופהנטו צבירהשינוי
חודשי-0.8-0.24
תחילת השנה-1.37--

אחזקות בולטות

שם נייר% מהקרןכמות ע.נשווי (מ' ₪)
COMMONWEALTH BANK AUST CBAAU Float 03/142.3139,0000.45
AUST & NZ BANKING GROUP ANZ Float 06/18/2.01122,0000.39
ING GROEP NV INTNED Float 03/25/291.76107,0000.34
SUMITOMO MITSUI FINL GRP SUMIBK Float 071.75105,0000.34
SUMITOMO MITSUI TR BK LT SUMITR Float 031.66100,0000.32
MITSUBISHI UFJ FIN GRP MUFG Float 09/12/1.65100,0000.32
DBS GROUP HOLDINGS LTD DBSSP Float 03/211.64100,0000.32
MIZUHO FINANCIAL GROUP MIZUHO Float 07/01.6297,0000.32
MORGAN STANLEY MS Float 04/13/281.696,0000.31
WELLS FARGO & COMPANY WFC Float 04/22/281.696,0000.31
MORGAN STANLEY BANK NA MS Float 10/15/271.5795,0000.31
SUMITOMO MITSUI FINL GRP SUMIBK Float 041.5593,0000.3
COMMONWEALTH BANK AUST CBAAU Float 03/141.5393,0000.3
HUNTINGTON NATIONAL BANK HBAN Float 04/11.4487,0000.28
COOPERAT RABOBANK UA/NY RABOBK Float 03/1.485,0000.27
NOVARTIS CAPITAL CORP NOVNVX Float 11/051.2877,0000.25
MITSUBISHI UFJ FIN GRP MUFG Float 04/24/1.2675,0000.25
MERCEDES-BENZ FIN NA MBGGR Float 04/01/21.2676,0000.25
ABN AMRO BANK NV ABNANV Float 07/07/281.2575,0000.24
NATIONAL AUSTRALIA BANK NAB Float 06/13/1.2475,0000.24
SUMITOMO MITSUI TR BK LT SUMITR Float 091.2375,0000.24
ELI LILLY & CO LLY Float 10/15/281.2172,0000.23
JPMORGAN CHASE & CO JPM Float 04/22/281.272,0000.23
WESTPAC BANKING CORP WSTP Float 07/01/301.272,0000.23
AMERICAN EXPRESS CO AXP Float 07/20/291.1972,0000.23
BANK OF AMERICA CORP BAC Float 01/24/291.1972,0000.23
CHEVRON USA INC CVX Float 02/26/271.1972,0000.23
UBS AG STAMFORD CT UBS Float 05/17/271.1972,0000.23
WALMART INC WMT Float 04/28/271.1972,0000.23
CITIGROUP INC C Float 03/04/291.1872,0000.23
WELLS FARGO & COMPANY WFC Float 09/15/291.1872,0000.23
COMMONWEALTH BANK AUST CBAAU Float 10/011.1770,0000.23
LLOYDS BANKING GROUP PLC LLOYDS Float 111.1771,0000.23
HSBC HOLDINGS PLC HSBC Float 08/14/271.1670,0000.23
BANQUE FED CRED MUTUEL BFCM Float 10/16/1.1670,0000.23
UBS GROUP AG UBS Float 12/23/291.1570,0000.22
CATERPILLAR FINL SERVICE CAT Float 08/151.1167,0000.22
PUBLIC STORAGE OP CO PSA Float 04/16/271.1167,0000.22
TRUIST BANK TFC Float 07/24/281.0765,0000.21
CANADIAN IMPERIAL BANK CM Float 09/08/281.0463,0000.2
ROYAL BANK OF CANADA RY Float 10/18/271.0463,0000.2
SUMITOMO MITSUI FINL GRP SUMIBK Float 070.9959,0000.19
BARCLAYS PLC BACR Float 11/11/290.9859,0000.19
HSBC HOLDINGS PLC HSBC Float 11/19/280.9859,0000.19
LLOYDS BANKING GROUP PLC LLOYDS Float 060.9759,0000.19
AMERICAN HONDA FINANCE HNDA Float 07/09/0.9658,0000.19
AMERICAN HONDA FINANCE HNDA Float 01/15/0.9658,0000.19
BANK OF MONTREAL BMO Float 09/10/270.9658,0000.19
CHEVRON USA INC CVX Float 08/13/280.9658,0000.19
JOHN DEERE CAPITAL CORP DE Float 01/05/20.9658,0000.19
GLAXOSMITHKLINE CAPITAL GSK Float 03/12/0.9658,0000.19
NATWEST MARKETS PLC NWG Float 11/06/280.9658,0000.19
BANK OF NOVA SCOTIA BNS Float 09/15/280.9558,0000.19
ROYAL BANK OF CANADA RY Float 03/27/280.9558,0000.19
CATERPILLAR FINL SERVICE CAT Float 11/140.8853,0000.17
BANK OF NOVA SCOTIA BNS Float 09/08/280.8753,0000.17
BANK OF NEW YORK MELLON BK Float 04/20/20.8350,0000.16
BARCLAYS PLC BACR Float 03/12/280.8350,0000.16
COOPERAT RABOBANK UA/NY RABOBK Float 10/0.8350,0000.16
COOPERAT RABOBANK UA/NY RABOBK Float 10/0.8350,0000.16
DEUTSCHE BANK NY DB Float 01/10/290.8350,0000.16
STANDARD CHARTERED PLC STANLN Float 01/20.8350,0000.16
US BANK NA CINCINNATI USB Float 10/22/270.8350,0000.16
NATWEST MARKETS PLC NWG Float 03/21/280.8250,0000.16
MORGAN STANLEY MS Float 04/12/290.8148,0000.16
ALPHABET INC GOOGL Float 11/15/280.848,0000.16
AMERICAN EXPRESS CO AXP Float 07/26/280.848,0000.16
GOLDMAN SACHS GROUP INC GS Float 04/23/20.848,0000.16
HSBC HOLDINGS PLC HSBC Float 11/06/310.848,0000.15
JPMORGAN CHASE & CO JPM Float 04/22/270.848,0000.15
JPMORGAN CHASE & CO JPM Float 10/22/280.848,0000.16
NEXTERA ENERGY CAPITAL NEE Float 02/04/20.848,0000.15
ROYAL BANK OF CANADA RY Float 01/19/270.848,0000.16
SANOFI SA SANFP Float 11/03/270.848,0000.15
SANOFI SA SANFP Float 11/03/280.848,0000.15
TORONTO-DOMINION BANK TD Float 04/05/270.848,0000.16
TORONTO-DOMINION BANK TD Float 10/13/280.848,0000.15
WELLS FARGO & COMPANY WFC Float 04/23/290.848,0000.16
AMERICAN HONDA FINANCE HNDA Float 03/08/0.7948,0000.15
AMPHENOL CORP APH Float 11/15/270.7948,0000.15
BANK OF AMERICA CORP BAC Float 09/15/270.7948,0000.15
BANK OF AMERICA CORP BAC Float 01/24/310.7948,0000.15
BANK OF MONTREAL BMO Float 09/22/280.7948,0000.15
BANK OF NY MELLON CORP BK Float 06/09/280.7948,0000.15
CANADIAN IMPERIAL BANK CM Float 06/28/270.7948,0000.15
CANADIAN IMPERIAL BANK CM Float 09/11/270.7948,0000.15
CHEVRON USA INC CVX Float 02/26/280.7948,0000.15
CITIGROUP INC C Float 09/11/310.7948,0000.15
JOHN DEERE CAPITAL CORP DE Float 03/06/20.7948,0000.15
GOLDMAN SACHS GROUP INC GS Float 10/21/20.7948,0000.15
GOLDMAN SACHS GROUP INC GS Float 10/21/30.7948,0000.15
MERCK & CO INC MRK Float 09/15/270.7948,0000.15
PFIZER INC PFE Float 11/15/270.7948,0000.15
RIO TINTO FIN USA PLC RIOLN Float 03/14/0.7948,0000.15
CHARLES SCHWAB CORP SCHW Float 03/03/270.7948,0000.15
TOYOTA MOTOR CREDIT CORP TOYOTA Float 050.7948,0000.15
TOYOTA MOTOR CREDIT CORP TOYOTA Float 090.7948,0000.15
US BANK NA CINCINNATI USB Float 05/15/280.7948,0000.15
CREDIT AGRICOLE SA ACAFP Float 01/09/290.7847,0000.15
ORACLE CORP ORCL Float 08/03/280.7848,0000.15
פיקדון בבנק מסוים0.116,7160.02
פיקדון בבנק מסוים0.011,0070
פיקדון בבנק מסוים020
SPOT_USDILS-0.98-60,0000
SPOT_USDILS-3.93-240,0000
פיקדון בבנק מסוים-4.86-945,469-0.95