Services
Eckhaus Capital Investment Company offers a variety of financial services to its clients, including:
Portfolio management, Mutual funds and customized IRAs (IRA)
Investment Portfolio Management
Investment portfolio management for private and institutional clients is accompanied by Adv. Alon Eckhaus and his staff. Customized investment portfolio management including global exposure according to the characteristics and needs of the investor. Private investment portfolio management is intended for clients whose investments amount to NIS 500,000,000 or more. Clients required to manage an investment portfolio in blind trust enjoy discreet service while adapting to the required legal aspects.
Investment Retirement Account (IRA)
An Individual Retirement Account (IRA) is a fund in which the accumulated funds are managed only for the saver, and not as part of a pool of customers. The fund under personal management allows savers to enjoy the benefits of provident fund savings (such as tax relief), while having complete control over the management of the funds by the saver. A personally managed provident fund was first introduced in 1974 in the United States. In Israel, it is a matter of managing a personal fund in a study fund or a liquid provident fund
Mutual Funds
A mutual fund enables investors to benefit from professional and dynamic investment management while seeking broad diversification across various assets. Investments are made in accordance with a predefined investment policy, as detailed in the fund's prospectus.
Eckhaus (4B) Israel Equity
Security No.: 5140579
Eckhaus (4D) Foreign Equity
Security No.: 5141510
(4B) Up to 120% exposure to equities (absolute value), and up to 30% exposure to foreign currency (absolute value).
(4D) Up to 120% exposure to equities (absolute value), and up to 120% exposure to foreign currency (absolute value).
This publication does not constitute a commitment to achieve any return, including excess returns. Nothing herein should be construed as a substitute for investment advice provided by a licensed investment adviser, taking into account the specific circumstances and needs of each individual. This publication does not constitute an offer to purchase units of any mutual fund. Any investment in the funds should be made solely in accordance with the valid prospectus and immediate reports published by the fund.
External Investment Manager (Hosting): Eckhaus Capital Ltd.
Fund Manager: Ayalon Mutual Funds Ltd.
Past performance is not indicative of future results.