Our Funds

TOTAL Opportunity

The Total Opportunity Fund is the firm’s flagship fund, implementing a focused strategy across Israeli and international markets. The Fund combines equity investments with additional financial instruments and dynamically allocates between asset classes to optimize returns. It is driven by in-depth analytical and fundamental research, supported by hedging strategies to enhance the risk–return profile while targeting absolute returns with controlled risk.

TOTAL Bond

The Total Bond Fund invests primarily in local corporate bonds, with the flexibility to allocate up to 25% to equities. The Fund seeks to outperform the General Corporate Bond Index. Investment decisions are grounded in comprehensive analytical and fundamental evaluation of issuers’ creditworthiness and bond yields, alongside the use of diversified hedging strategies designed to enhance the portfolio’s risk–return profile.

TOTAL Long

The Total Long Fund focuses on equity investments with the objective of generating excess returns relative to benchmark indices, without increasing the overall risk profile. The Fund invests in companies included in the Tel Aviv 125 Index alongside exposure to international equities. It operates through a concentrated strategy, grounded in in-depth fundamental analysis, supported by hedging strategies aimed at improving the risk–return ratio, with the goal of achieving superior returns.