Holy Land Investment Fund
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HOLY LAND INVESTMENT FUND Bond Street Mercantile Spring 2020 1 A balanced fund which invests in Israel-related equities and bonds Equity investments are focused on large cap, publicly traded, Israeli or Israel-related companies primarily in the areas of: Oil and gas Financial Services Technology Real Estate Infrastructure Bonds RRSP, RRIF and TFSA eligible HOLY LAND INVESTMENT FUND 2 OIL AND GAS 9,5%% BONDS 0% FINANCIALS 35.51% CASH 9.126% TECHNOLOGY 24.14% OTHER 9.252% OIL AND GAS FINANCIALS TECHNOLOGY REAL ESTATE 11.69% REAL ESTATE BONDS CASH ► PORTFOLIO OTHER COMPOSITION OTHER OIL AND SPRING 2020 10% CASH GAS 5% 15% BONDS 5% REAL ESTATE FINANCIALS 12% 28% TECHNOLOGY 25% 3 HOLY LAND INVESTMENT FUND OUR TOP 15 HOLDINGS INCLUDE: • Azrieli Group • Delek Drilling • HaPoalim • Nice • Bank Discount • Delek Group • Housing Corp. • Solaredge Technologies • Bank Leumi • Elbit • International F&F • United Mizrahi Bank • Checkpoint Software • Elektra Israel Ltd • Matrix 4 TASE has consistently outperformed the TSX over the HLIF has retained some of Israel’s best fund managers past 1, 3, 5 and 10 years HLIF has just concluded 88 months of excellent returns, Investing in Israel is an excellent diversification strategy averaging 13.5% annual return (after fees) during this time Israel’s economy is booming in almost every sector There is an excellent opportunity to “Buy Israel” as the Israeli market is still considerably underpriced relative to all major Western markets HLIF is a balanced fund and is RRSP and TFSA eligible HOLY LAND INVESTMENT FUND SUMMARY 5 Bond Street Mercantile offers an excellent way to diversify your investments. BSM has two unique investment options in Israel: Holy Land Investment Fund Canada Israel Infrastructure Funds • Stocks and bonds • Rare access to lower risk Israeli Infrastructure Investments • CDN$ • US$ • RRSP , RRIFand TFSA eligible • 10 year investment • Entry and exit every month BOND STREET: ISRAEL INVESTMENT SUMMARY 6.