In March 2023, the Israeli Securities Authority introduced a groundbreaking financial product — the “Hedge Fund in Trust.”
The Hedge Fund in Trust offers a new and promising investment avenue, positioned between traditional mutual funds and exclusive private hedge funds. This product combines the key advantages of hedge funds — performance-based fee structures, liquidity, and flexibility across the manager’s investment toolkit — with the oversight, transparency, and accessibility of conventional mutual funds. Gilboa Group anticipates significant growth in this segment over the coming years, with most hedge funds in trust expected to operate under the umbrella of Israel’s leading institutional players.
Joint Venture with Migdal Capital Markets
To support this emerging category, Gilboa Group has partnered with the leading investment house Migdal Capital Markets, providing professional advisory and analytical services on the hedge fund in trust industry in Israel through a managed account structure. The combination of Gilboa’s extensive expertise in evaluating managers and strategies within the alternative investment space, together with Migdal’s institutional support, creates a unique opportunity for investors who previously had no access to this market — allowing them to gain exposure under professional oversight, risk management, and carefully curated selection by the group