The American Israeli Shared Values Capital Appreciation Fund
The American-Israeli Shared Values Capital Appreciation Fund (ticker AISHX) is the no-load mutual fund founded on the desire to support the State of Israel and provide
long-term capital appreciation to investors.
The Fund provides investors with a vehicle to invest in the dynamic Israeli
economy and rewards U.S. companies that do business in Israel.
The people of the United States and Israel have a long history of shared
values. Americans and Israelis value democracy, entrepreneurship,
innovation, education, and religious freedom. These qualities are the
foundation of the strong and prosperous economies of both countries.
The American-Israeli Shared Values Capital Appreciation Fund brings together
these two dynamic economies. The Fund is both an investment opportunity and a way to show your solidarity with Israel.
Israeli Stock Market Performance
As measured by the Tel Aviv Stock Exchange 100 Index (TA-100),
the Israeli stock market often has compared favorably to the U.S. S&P 500 Index and the Morgan Stanley Capital International (MSCI) World Index.
2005 |
2006 |
2007 |
2008 |
2009 |
2010 |
2011 |
|
| Tel Aviv-100 Index | 29% |
12% |
25% |
-51% |
89% |
15% |
-20% |
| S&P 500 Index | 5% |
16% |
5% |
-37% |
26% |
15% |
2% |
| MSCI EAFE (1) | 11% |
23% |
9% |
-45% |
28% |
5% |
-12% |
(1) Index of 22 developed markets covering Europe, Australasia, Far East and Israel (added in 2010).
Fund Snapshot
Distributions
| Dividends | Annual |
| Capital Gains | Annual |
Minimum Investments
| Initial: | $1,000 |
| Subsequent: | $100 |
| Automatic Plan: | $0* |
| * No required initial investment if you make automatic monthly investments ($100 minimum per purchase) in the Fund. | |
Fund Literature
Invest via Schwab, E*Trade, Vanguard, Ameriprise, Scottrade, Fidelity, Muriel Siebert, or Request More Information
or Call 212-327-1345
AmerIsrael Capital Management, LLC, a registered investment adviser, serves as investment adviser to the American Israeli Shared Values Fund. Current performance may be lower or higher than the quoted past performance, which cannot guarantee future results. Share price, principal value and return will vary, and you may have a gain or loss when you sell your shares. All mutual funds can be affected by market and investment style risk. The Fund's investments in small and mid capitalization companies could experience greater volatility than investments in large capitalization companies. Request a prospectus, which includes investment objectives, risks, fees, expenses and other information that you should read and consider carefully before investing. The prospectus can be obtained by calling 1-212-327-1345 or by downloading it from the website.