פורצ'ן תיק אג"ח בינלאומי עד 20% מט"ח

מחיר פדיון
108.16
מחיר קנייה
108.16
0.28%
  • % החודש:-0.52%
  • % השנה:0.27%
  • % 3 חודשים:-1.06%
  • % 12 חודשים:1.27%
  • סטיית תקן (שנה):2.66
  • שארפ (שנה):-1.03

ריכוז אחזקות לפי סוגים

אג"ח קונצרני
פיקדונות בבנק
אג"ח מדינה בינ"ל
אג"ח מדינה
SPOT
סוג הנכסכמות ני"ע% מהקרןכמות ע.נשווי (מ' ₪)
אג"ח קונצרני14376.41109,517,435288.05
פיקדונות בבנק89.65036.38
אג"ח מדינה בינ"ל119.0319,120,00034.02
אג"ח מדינה88.1310,650,00030.63
SPOT31.451,700,000-0.02
חוזים עתידיים אג"ח21.16150
עסקאות בנגזרי OTC1-5.030-18.99
FORWARD מט"ח97-89.29-125,900,0009.73
סה"כ27311.5115,087,450379.8

אחזקות הקרן

פיקדון בבנק מסוים
F_270526_208_208_DL_0_N_1_00_00
פיקדון בבנק מסוים
STATE OF ISRAEL ISRAEL 5 1/2 03/12/34
US 10YR NOTE (CBT)Sep26
שם נייר% מהקרןכמות ע.נשווי (מ' ₪)
פיקדון בבנק מסוים5.37020.26
F_270526_208_208_DL_0_N_1_00_004.726,000,0000.73
פיקדון בבנק מסוים4.07015.34
STATE OF ISRAEL ISRAEL 5 1/2 03/12/343.584,400,00013.51
US 10YR NOTE (CBT)Sep263.11360
F_030626_201_201_DL_0_N_1_00_002.523,200,0000.31
TSY INFL IX N/B TII 1 02/15/462.042,500,0007.68
META PLATFORMS INC META 5 3/4 11/15/651.562,200,0005.9
TREASURY BILL B 11/27/261.552,000,0005.85
ALPHABET INC GOOGL 4 3/8 11/06/641.541,770,0005.82
ORACLE CORP ORCL 6.85 02/04/661.281,700,0004.84
BUFFALO ENERGY MX HLDGS VALIAE 7 7/8 02/1.271,500,0004.8
PERSHING SQUARE HOLDINGS PSHNA 5 1/2 10/1.261,600,0004.74
BANQUE OUEST AFRICAINE D BOAD 8.2 02/13/1.211,500,0004.55
VOLKSWAGEN INTL FIN NV VW 7 7/8 PERP1.191,100,0004.48
BANK LEUMI LE-ISRAEL LUMIIT 5.7398 09/091.181,500,0004.45
US TREASURY N/B T 3 7/8 12/31/271.181,500,0004.43
TRANSCANADA PIPELINES TRPCN Float 05/15/1.171,600,0004.41
COMISION FEDERAL DE ELEC CFELEC 6 1/2 011.11,400,0004.17
AMAZON.COM INC AMZN 4.85 03/16/641.071,150,0004.04
MIZRAHI TEFAHOT BANK LTD MZRHIT 5.8367 01.041,300,0003.93
VALE OVERSEAS LIMITED VALEBZ 6 02/25/560.961,200,0003.64
ACHMEA BV ACHMEA 5 3/4 PERP0.961,040,0003.6
ELECTRICITE DE FRANCE SA EDF 9 1/8 PERP0.921,000,0003.46
BARCLAYS PLC BACR 7 5/8 PERP0.911,100,0003.43
LINCOLN NATIONAL CORP LNC Float 05/17/660.911,300,0003.43
REPUBLIC OF ARGENTINA ARGENT 4 1/8 07/090.91,400,0003.41
PHILLIPS 66 CO PSX 6.2 03/15/560.891,100,0003.34
STANLEY BLACK & DECKER I SWK 6.707 03/150.881,100,0003.31
RLGH FINANCE BERMUDA LTD RESLIF 6 7/8 PE0.881,100,0003.3
BNP PARIBAS BNP 5 5/8 PERP0.87950,0003.29
BBVA MEX BANCA GRUPO TX BBVASM 8 1/8 01/0.871,000,0003.28
LATAM AIRLINES GROUP SA LTMCI 7 5/8 01/00.851,000,0003.19
ATHENE HOLDING LTD ATH 6 7/8 06/28/550.831,100,0003.14
ג'י סיטי אגח יד0.823,006,0003.1
BRIGHTHOUSE FINANCIAL IN BHF 3.85 12/22/0.821,800,0003.09
UBS GROUP AG UBS 7 PERP0.821,000,0003.1
ISRAEL ELECTRIC CORP LTD ISRELE 8.1 12/10.82800,0003.08
TOTALENERGIES SE TTEFP 3 1/4 PERP0.821,000,0003.09
FIEMEX ENERGIA - BANC AC FIEMEX 7 1/4 010.811,000,0003.07
SPOT_USDILS0.791,000,000-0.01
LA MONDIALE LAMON 6 3/4 PERP0.79800,0002.98
AMERICAN ELECTRIC POWER AEP 3 7/8 02/15/0.791,000,0002.98
METLIFE INC MET 5.85 03/15/560.791,000,0002.99
ROYAL BANK OF CANADA RY 6 1/2 05/24/20860.791,000,0002.97
CIMIC FINANCE LTD CIMAU 6 04/22/360.791,000,0002.98
CONVEX GROUP LTD CNVXIN 6 1/2 01/21/460.791,000,0002.99
ENERGEAN ISRAEL FINANCE ENOIGA 5 7/8 03/0.771,000,0002.9
AGEAS AGSBB 5 7/8 PERP0.76800,0002.86
GREAT-WEST LIFECO INC GWOCN 3.6 12/31/200.761,400,0002.88
TREASURY BILL B 05/13/270.761,000,0002.87
US TREASURY N/B T 0 1/2 05/31/270.761,000,0002.88
HARBOUR ENERGY PLC HBRLN 6.327 04/01/350.74900,0002.78
CARLSBERG BREWERIES A/S CARLB 4 7/8 05/10.74800,0002.78
HSBC HOLDINGS PLC HSBC 6 3/4 PERP0.72900,0002.71
BUPA FINANCE PLC BUPFIN 4 PERP0.72800,0002.71
לייטסטון אגח ז0.72,725,0002.64
ROYAL BANK OF CANADA RY 3.65 11/24/20810.691,250,0002.6
SUN LIFE FINANCI SLFCN 5.62 06/30/20810.691,250,0002.59
REINSURANCE GRP OF AMER RGA Float 12/15/0.68900,0002.58
ROMANIA ROMANI 5 3/4 03/24/350.66850,0002.49
ALLSTATE CORP ALL Float 08/15/530.65820,0002.46
NORWEGIAN GOVERNMENT NGB 3 3/4 06/12/350.648,320,0002.42
GLOBAL ATLANTIC FIN CO GBLATL 7.95 10/150.64800,0002.43
BROOKFIELD FINANCE INC BNCN 6.3 01/15/550.63800,0002.37
M&G PLC MGNLN 5 5/8 10/20/510.63600,0002.37
GENERAL MILLS INC GIS 5 1/4 07/16/560.63700,0002.37
SOFTBANK GROUP CORP SOFTBK 8 1/4 10/29/60.62800,0002.34
TREASURY BILL B 04/15/270.61800,0002.3
TELECOM ARGENTINA SA TECOAR 8 1/2 01/20/0.6700,0002.25
F&G ANNUITIES & LIFE INC FG 6 1/4 10/04/0.59750,0002.22
ATHORA HOLDING LTD ATHORA 5 3/8 12/16/370.59650,0002.24
DNO ASA DNONO 8 1/2 03/27/300.57700,0002.16
DOMINION ENERGY INC D 6.2 02/15/560.57700,0002.14
CONSTELLATION INSURC INC CONSTL 6.8 01/20.57700,0002.14
MANULIFE FINANCIAL CORP MFCCN 5.883 06/10.561,000,0002.1
UNITED MEXICAN STATES MEX 5 5/8 03/19/210.56700,0002.1
BANK OF NOVA SCOTIA BNS 3.7 07/27/20810.551,000,0002.09
US TREASURY N/B T 0 5/8 08/15/300.55800,0002.06
BARCLAYS PLC BACR 6 1/8 PERP0.55600,0002.06
RAIFFEISEN BANK INTL RBIAV 6.2 PERP0.55600,0002.06
TREASURY BILL B 10/29/260.54700,0002.05
ARCELORMITTAL MTNA 7 10/15/390.53600,0002
GRUPO NUTRESA SA NUTRES 9 05/12/350.53600,0002
PELAGOS INSURANCE CAPITA PLGO 7 3/4 06/10.5600,0001.89
GOLDMAN SACHS GROUP INC GS 6.85 PERP0.5600,0001.88
PRUDENTIAL FINANCIAL INC PRU 6 1/2 03/150.5600,0001.87
AXA SA AXASA 6 3/8 PERP0.5500,0001.87
HISCOX LTD HSXLN 7 06/11/360.5600,0001.89
CAISSE NAT REASSURANCE CCAMA 6 1/2 PERP0.49500,0001.84
ANTARES HOLDINGS ANTHOL 6 5/8 06/10/310.49625,0001.86
MUNICH RE MUNRE 5 7/8 05/23/420.49600,0001.84
ROMANIA ROMANI 2 7/8 04/13/420.49800,0001.85
LB BADEN-WUERTTEMBERG LBBW 6 3/4 PERP0.48500,0001.82
BANK HAPOALIM HAPOAL 3.255 01/21/320.48600,0001.79
FED REPUBLIC OF BRAZIL BRAZIL 7 1/8 05/10.48600,0001.81
DENTSPLY SIRONA INC XRAY 8 3/8 09/12/550.48600,0001.83
DOMINION ENERGY INC D 6 02/15/560.48600,0001.83
FLUTTER TREASURY DAC FLTR 5 7/8 06/04/310.48600,0001.8
KBC GROUP NV KBCBB 6 PERP0.47500,0001.77
LIBERTY MUTUAL GROUP INC LIBMUT 4.3 02/00.47900,0001.76
NN GROUP NV NNGRNV 5 3/4 PERP0.47500,0001.76
WUESTENROT&WUERTTEMBERG WUWGR 4.983 10/20.47500,0001.76
ALSTOM SA ALOFP 5 1/4 PERP0.46500,0001.72
AMERICAN NATIONAL GROUP ANGINC 7 12/01/50.46600,0001.75
PARAMOUNT GLOBAL PARA 6 1/4 02/28/570.46700,0001.74
SPOT_EURILS0.45500,000-0.01
PETROBRAS GLOBAL FINANCE PETBRA 6.85 06/0.45600,0001.69
BANQUE OUEST AFRICAINE D BOAD 4.7 10/22/0.44600,0001.67
BANK OF MONTREAL BMO 7.3 11/26/20840.41500,0001.56
MAPLE PARENT HLDS CO KDP 5.7 03/26/360.4500,0001.52
WSP GLOBAL INC WSPCN 5.714 09/18/360.4500,0001.49
ORBIA ADVANCE CORP SAB ORBIA 7 1/2 05/130.4500,0001.5
BANCO NAC DE MEXICO SA BANMEX 6.697 08/00.39500,0001.48
DEUTSCHE BANK AG DB 6 3/4 PERP0.38400,0001.42
SPACE EXPLORATION TECH SPCX 6.65 07/15/50.38500,0001.43
NORDEA KREDIT REALKREDIT NDAFH 5 10/01/50.372,958,1961.4
SBL HOLDINGS INC SECBEN 7.2 10/30/340.37500,0001.41
SUDZUCKER INT FINANCE SZUGR 5.95 PERP0.37400,0001.41
STORA ENSO OYJ STERV 7 1/4 04/15/360.35400,0001.3
CANADIAN IMPERIAL BANK CM 5.898 01/28/200.34600,0001.3
FLOWERS FOODS INC FLO 6.2 03/15/550.34500,0001.3
YPF SOCIEDAD ANONIMA YPFDAR 8 1/4 01/17/0.34400,0001.29
TORONTO-DOMINION BANK TD 3.6 10/31/20810.33600,0001.25
HANWHA LIFE INSURANCE HLINSU 6.3 06/24/50.33400,0001.23
NISSAN MOTOR CO NSANY 6 3/8 07/17/330.33335,0001.23
ALLIANZ SE ALVGR 2.6 PERP0.32400,0001.21
ROTHESAY LIFE ROTHLF 7 PERP0.32400,0001.19
BANK OF NOVA SCOTIA BNS 6 7/8 10/27/20850.28350,0001.06
נורסטאר אגח יג0.27900,0011
NYKREDIT REALKREDIT A/S NYKRE 6 10/01/530.272,135,4931.03
AEROPUERTO INTL TOCUMEN AITOCU 5 1/8 08/0.27400,0001.03
STORA ENSO OYJ STERV 7 1/4 04/15/360.26300,0000.98
BAYER AG BAYNGR 7 09/25/20830.26250,0000.97
JYSKE REALKREDIT A/S JYKRE 5 10/01/56 IO0.252,014,4860.95
APA CORP APA 6.1 02/15/350.25300,0000.94
BANCO DE CREDITO DEL PER BCP 6.45 07/30/0.25300,0000.94
ROMANIA ROMANI 2 3/4 04/14/410.25400,0000.93
ECOPETROL SA ECOPET 7 3/8 09/18/430.24300,0000.9
TREASURY BILL B 07/09/260.24300,0000.89
MEIJI YASUDA LIFE INSURA MYLIFE 5.8 09/10.24300,0000.9
NATIONAL BANK OF CANADA NACN 4.05 08/15/0.23400,0000.85
BP CAPITAL MARKETS PLC BPLN 6.45 PERP0.23280,0000.88
ג'י סיטי אגח טז0.22734,2280.82
ISRAEL ELECTRIC CORP LTD ISRELE 3 3/4 020.22300,0000.84
נורסטאר אגח יד0.21780,1640.81
SPOT_GBPILS0.21200,0000
LEGAL & GENERAL GROUP LGEN 7 1/8 PERP0.21200,0000.79
פועלים הת נד יג (COCO)0.17540,0000.63
DEUTSCHE BANK NY DB 7.079 02/10/340.17200,0000.66
CEMEX SAB DE CV CEMEX 7.2 PERP0.17200,0000.63
FORTEBANK JSC FORTEB 9 3/4 PERP0.17200,0000.62
FMC CORP FMC 6 3/8 05/18/530.16250,0000.59
TREASURY BILL B 10/01/260.16200,0000.59
WHIRLPOOL CORP WHR 7 7/8 07/01/340.16200,0000.6
MAREX GROUP PLC MARGRO 7.7 PERP0.16200,0000.6
מגדל הון אגח טו0.14500,0000.53
מגדל הון אגח טז0.14500,0000.53
נופר אנרג אגח ד0.13450,0000.49
INVESTEC PLC INVPLN 10 1/2 PERP0.12100,0000.45
פיקדון בבנק מסוים0.100.36
הכשרת ישוב אגח 260.1321,7360.36
UBS GROUP AG UBS 3 3/8 PERP0.1100,0000.38
ג'י.אף.אי אגח ו0.09538,5000.33
ZURICH FINANCE IRELAND ZURNVX 3 04/19/510.09125,0000.34
ALPHABET INC GOOGL 4.8 05/11/630.09100,0000.35
פיקדון בבנק מסוים0.0500.18
פיקדון בבנק מסוים0.0500.19
עזריאלי אגח ח0.05180,0000.19
אקסטל אגח ד0.05180,0000.18
חשמל אגח 350.03108,0000.12
פיקדון בבנק מסוים0.0100.02
פיקדון בבנק מסוים000
פיקדון בבנק מסוים000.02
ג'י סיטי אגח כא04310
ג'י סיטי אגח יב02000
F_300326_266_266_DL_0_N_1_00_00-0.04-325,0000.01
F_170326_197_197_DL_0_N_1_00_00-0.09-100,0000.02
F_310326_265_265_DL_0_N_1_00_00-0.09-100,0000.02
F_090426_256_256_DL_0_N_1_00_00-0.09-100,0000.02
F_140426_251_251_DL_0_N_1_00_00-0.09-100,0000.02
F_030226_239_239_DL_0_N_1_00_00-0.09-100,0000.03
F_030226_239_239_DL_0_N_1_00_00-0.09-100,0000.03
F_300326_266_266_DL_0_N_1_00_00-0.1-105,0000.03
F_250626_179_179_DL_0_N_1_00_00-0.1-100,0000
F_140426_251_251_DL_0_N_1_00_00-0.1-800,0000.02
F_080526_227_227_DL_0_N_1_00_00-0.1-100,0000
F_150626_189_189_DL_0_N_1_00_00-0.11-110,0000
F_100426_255_255_DL_0_N_1_00_00-0.11-125,0000.02
F_110526_224_224_DL_0_N_1_00_00-0.11-200,0000.01
F_110526_224_224_DL_0_N_1_00_00-0.11-200,0000.01
F_030626_201_201_DL_0_N_1_00_00-0.13-150,000-0.01
F_130126_260_260_DL_0_N_1_00_00-0.13-150,0000.04
F_130426_252_252_DL_0_N_1_00_00-0.16-150,0000.02
F_180326_196_196_DL_0_N_1_00_00-0.18-200,0000.04
F_220626_182_182_DL_0_N_1_00_00-0.18-200,0000
F_240626_180_180_DL_0_N_1_00_00-0.18-200,0000
F_080526_227_227_DL_0_N_1_00_00-0.18-200,0000.01
F_190526_216_216_DL_0_N_1_00_00-0.18-200,0000
F_270526_208_208_DL_0_N_1_00_00-0.19-350,000-0.01
F_300626_92_92_DL_0_N_1_00_00-0.21-200,0000
F_220626_182_182_DL_0_N_1_00_00-0.22-400,0000
F_060126_267_267_DL_0_N_1_00_00-0.22-250,0000.08
F_270126_246_246_DL_0_N_1_00_00-0.25-2,100,0000.09
F_170326_197_197_DL_0_N_1_00_00-0.27-300,0000.06
F_020226_240_240_DL_0_N_1_00_00-0.27-300,0000.09
F_080126_265_265_DL_0_N_1_00_00-0.31-300,0000.1
F_220126_251_251_DL_0_N_1_00_00-0.31-350,0000.11
F_020226_240_240_DL_0_N_1_00_00-0.31-3,950,0000.08
F_050226_237_237_DL_0_N_1_00_00-0.31-350,0000.11
F_260126_247_247_DL_0_N_1_00_00-0.32-4,000,0000.08
F_180626_186_186_DL_0_N_1_00_00-0.33-600,000-0.01
F_110526_224_224_DL_0_N_1_00_00-0.33-600,0000.02
F_180626_186_186_DL_0_N_1_00_00-0.36-400,000-0.01
F_120126_261_261_DL_0_N_1_00_00-0.36-400,0000.13
F_050526_230_230_DL_0_N_1_00_00-0.36-350,0000.02
F_050226_237_237_DL_0_N_1_00_00-0.36-400,0000.12
F_020626_202_202_DL_0_N_1_00_00-0.39-500,000-0.07
F_040326_210_210_DL_0_N_1_00_00-0.39-500,0000.05
F_160326_198_198_DL_0_N_1_00_00-0.39-500,0000.08
F_170326_197_197_DL_0_N_1_00_00-0.39-500,0000.06
F_110626_193_193_DL_0_N_1_00_00-0.39-500,000-0.01
F_310326_265_265_DL_0_N_1_00_00-0.39-500,0000.1
F_120126_261_261_DL_0_N_1_00_00-0.39-500,0000.09
F_200126_253_253_DL_0_N_1_00_00-0.39-500,0000.1
F_220126_251_251_DL_0_N_1_00_00-0.39-500,0000.08
F_060526_229_229_DL_0_N_1_00_00-0.39-500,000-0.03
F_040326_210_210_DL_0_N_1_00_00-0.4-450,0000.09
F_300326_266_266_DL_0_N_1_00_00-0.4-380,0000.08
F_210126_252_252_DL_0_N_1_00_00-0.4-450,0000.16
F_300626_174_174_DL_0_N_1_00_00-0.45-500,0000.01
F_160326_198_198_DL_0_N_1_00_00-0.47-600,0000.09
F_140426_251_251_DL_0_N_1_00_00-0.47-600,0000.03
F_150626_189_189_DL_0_N_1_00_00-0.52-4,300,000-0.01
F_290626_175_175_DL_0_N_1_00_00-0.52-500,0000.01
F_130326_201_201_DL_0_N_1_00_00-0.54-600,0000.13
F_070126_266_266_DL_0_N_1_00_00-0.54-600,0000.21
F_180626_186_186_DL_0_N_1_00_00-0.59-750,000-0.02
F_270426_238_238_DL_0_N_1_00_00-0.59-750,0000.01
F_200426_163_163_DL_0_N_1_00_00-0.63-800,0000.02
F_280126_245_245_DL_0_N_1_00_00-0.63-700,0000.24
F_280526_207_207_DL_0_N_1_00_00-0.79-1,000,000-0.13
F_010626_121_121_DL_0_N_1_00_00-0.79-1,000,000-0.14
F_020326_212_212_DL_0_N_1_00_00-0.79-1,000,0000.15
F_030626_201_201_DL_0_N_1_00_00-0.79-1,000,000-0.1
F_230626_181_181_DL_0_N_1_00_00-0.79-1,000,0000.03
F_090426_256_256_DL_0_N_1_00_00-0.79-1,000,0000.1
F_300626_274_274_DL_0_N_1_00_00-0.79-1,000,0000.01
F_050126_268_268_DL_0_N_1_00_00-0.79-1,000,0000.19
F_080126_265_265_DL_0_N_1_00_00-0.79-1,000,0000.19
F_120126_261_261_DL_0_N_1_00_00-0.79-1,000,0000.18
F_140126_259_259_DL_0_N_1_00_00-0.79-1,000,0000.17
F_150126_258_258_DL_0_N_1_00_00-0.79-1,000,0000.18
F_210126_252_252_DL_0_N_1_00_00-0.79-1,000,0000.19
F_260126_247_247_DL_0_N_1_00_00-0.79-1,000,0000.16
F_280126_245_245_DL_0_N_1_00_00-0.79-1,000,0000.12
F_040226_238_238_DL_0_N_1_00_00-0.79-1,000,0000.11
F_120526_223_223_DL_0_N_1_00_00-0.79-1,000,000-0.05
F_150526_220_220_DL_0_N_1_00_00-0.79-1,000,000-0.05
F_200526_215_215_DL_0_N_1_00_00-0.79-1,000,000-0.04
F_090126_264_264_DL_0_N_1_00_00-0.81-905,0000.3
F_300326_266_266_DL_0_N_1_00_00-1.08-1,950,0000.33
F_030226_239_239_DL_0_N_1_00_00-1.18-1,500,0000.17
F_290626_175_175_DL_0_N_1_00_00-1.66-3,000,0000.05
F_300326_266_266_DL_0_N_1_00_00-1.75-1,950,0000.45
LONG GILT FUTURE Sep26-1.95-210
F_090126_264_264_DL_0_N_1_00_00-2.91-3,700,0000.74
COLLATERAL - סכומים שנסלקו ע"י הקרן בגין-5.030-18.99
F_290626_275_275_DL_0_N_1_00_00-6.42-7,150,0000.17
F_150626_189_189_DL_0_N_1_00_00-7.24-9,200,000-0.78
F_290626_93_93_DL_0_N_1_00_00-7.87-10,000,0000.21
F_300326_266_266_DL_0_N_1_00_00-11.61-14,750,0002.37
F_290626_275_275_DL_0_N_1_00_00-19.91-25,300,0000.52