Phoenix Child Savings — Halacha Track

Data updated through August 2026

Investment policy — Halachic — Jewish Halacha

Fund details

Fund number: 11335
Track type: Jewish Halacha
Savings type: Hisachon LeKol Yeled (חיסכון לכל ילד)
Managing institution: הפניקס פנסיה וגמל בע"מ
Inception date: 28/11/2016

Assets and exposures

Total assets managed in this fund (₪ millions): 72.52
Liquid-asset share: 99.70%
Total equity exposure: 48.16%
Foreign exposure: 45.91%
Foreign-currency exposure: 23.84%
Equity exposure from asset allocation: 32.17%
Standard deviation: 5.90%
Sharpe ratio: 0.81

Returns and management fees

Return in the last month: 0.83%
12-month return: 10.78%
36-month cumulative return: 35.6%
60-month cumulative return: 36.0%
Average annual return over the last 3 years: 10.69%
Average annual return over the last 5 years: 6.35%
Average management fees paid by fund members: 0.01%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	17.68%	12.82
Tradable corporate bonds and bond ETFs	19.68%	14.27
Non-tradable corporate bonds	0%	0
Equities, options and equity ETFs	32.17%	23.33
Deposits	0%	0
Loans	0%	0
Cash and cash equivalents	30.50%	22.12
Mutual funds	0%	0
Other assets	-0.03%	-0.02

Asset allocation

The chart shows positive values only; the complete source data appears in the table.

Comparison in the Jewish Halacha track

The selected fund compared with other funds in the same category.

Table Chart

Showing 1–9 of 9 funds

Fund name	12 months	3 years	5 years	Rating	Management fees	Plan membership
Infinity Child Savings — Halacha Trackאינפיניטי השתלמות, גמל ופנסיה בע"מ	10.28%	40.25%	53.75%		0.00%	Visit institution website
Altshuler Shaham Child Savings Halachaאלטשולר שחם גמל ופנסיה בע"מ	10.22%	35.11%	31.58%		0.01%	Visit institution website
Harel Child Savings — Halacha Trackהראל פנסיה וגמל בע"מ	19.88%	49.47%	51.83%		0.01%	Visit institution website
Meitav Long-Term Child Savings Provident Fund — Halacha Trackמיטב גמל ופנסיה בע"מ	7.73%	19.43%	19.53%		0.01%	Visit institution website
Menora Mivtachim Child Savings Program — Halacha Trackמנורה מבטחים פנסיה וגמל בע"מ	11.44%	36.51%	35.60%		0.01%	Visit institution website
Migdal Child Savings — Halacha Trackמגדל מקפת קרנות פנסיה וקופות גמל בע"מ	12.48%	38.20%	38.00%		0.01%	Visit institution website
More Child Savings — Halacha Trackמור גמל ופנסיה בע"מ	21.32%	67.92%	71.95%		0.01%	Visit institution website
Phoenix Child Savings — Halacha TrackSelected Fund · הפניקס פנסיה וגמל בע"מ	10.78%	35.62%	36.05%		0.01%	Visit institution website
Clal Child Savings Program Halachaכלל פנסיה וגמל בע"מ	No data	No data	No data	No data**	No data	Visit institution website
Market average	13.02%	40.31%	42.29%	No data	0.01%

** Not enough data for a rating yet

12-month return

Current comparison of displayed tracks against the market average

Selected trackTracks to compareMarket average

Infinity Child Savings — Halacha Track10.28%
Altshuler Shaham Child Savings Halacha10.22%
Harel Child Savings — Halacha Track19.88%
Meitav Long-Term Child Savings Provident Fund — Halacha Track7.73%
Menora Mivtachim Child Savings Program — Halacha Track11.44%
Migdal Child Savings — Halacha Track12.48%
More Child Savings — Halacha Track21.32%
Phoenix Child Savings — Halacha Track10.78%
Clal Child Savings Program HalachaNo data
Market average13.02%

Phoenix Child Savings — Halacha Track

Data updated through August 2026

Investment policy — Halachic — Jewish Halacha

Fund details

Fund number: 11335
Track type: Jewish Halacha
Savings type: Hisachon LeKol Yeled (חיסכון לכל ילד)
Managing institution: הפניקס פנסיה וגמל בע"מ
Inception date: 28/11/2016

Assets and exposures

Total assets managed in this fund (₪ millions): 72.52
Liquid-asset share: 99.70%
Total equity exposure: 48.16%
Foreign exposure: 45.91%
Foreign-currency exposure: 23.84%
Equity exposure from asset allocation: 32.17%
Standard deviation: 5.90%
Sharpe ratio: 0.81

Returns and management fees

Return in the last month: 0.83%
12-month return: 10.78%
36-month cumulative return: 35.6%
60-month cumulative return: 36.0%
Average annual return over the last 3 years: 10.69%
Average annual return over the last 5 years: 6.35%
Average management fees paid by fund members: 0.01%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	17.68%	12.82
Tradable corporate bonds and bond ETFs	19.68%	14.27
Non-tradable corporate bonds	0%	0
Equities, options and equity ETFs	32.17%	23.33
Deposits	0%	0
Loans	0%	0
Cash and cash equivalents	30.50%	22.12
Mutual funds	0%	0
Other assets	-0.03%	-0.02

Asset allocation

The chart shows positive values only; the complete source data appears in the table.

Comparison in the Jewish Halacha track

The selected fund compared with other funds in the same category.

Table Chart

Showing 1–9 of 9 funds

Fund name	12 months	3 years	5 years	Rating	Management fees	Plan membership
Infinity Child Savings — Halacha Trackאינפיניטי השתלמות, גמל ופנסיה בע"מ	10.28%	40.25%	53.75%		0.00%	Visit institution website
Altshuler Shaham Child Savings Halachaאלטשולר שחם גמל ופנסיה בע"מ	10.22%	35.11%	31.58%		0.01%	Visit institution website
Harel Child Savings — Halacha Trackהראל פנסיה וגמל בע"מ	19.88%	49.47%	51.83%		0.01%	Visit institution website
Meitav Long-Term Child Savings Provident Fund — Halacha Trackמיטב גמל ופנסיה בע"מ	7.73%	19.43%	19.53%		0.01%	Visit institution website
Menora Mivtachim Child Savings Program — Halacha Trackמנורה מבטחים פנסיה וגמל בע"מ	11.44%	36.51%	35.60%		0.01%	Visit institution website
Migdal Child Savings — Halacha Trackמגדל מקפת קרנות פנסיה וקופות גמל בע"מ	12.48%	38.20%	38.00%		0.01%	Visit institution website
More Child Savings — Halacha Trackמור גמל ופנסיה בע"מ	21.32%	67.92%	71.95%		0.01%	Visit institution website
Phoenix Child Savings — Halacha TrackSelected Fund · הפניקס פנסיה וגמל בע"מ	10.78%	35.62%	36.05%		0.01%	Visit institution website
Clal Child Savings Program Halachaכלל פנסיה וגמל בע"מ	No data	No data	No data	No data**	No data	Visit institution website
Market average	13.02%	40.31%	42.29%	No data	0.01%

** Not enough data for a rating yet

12-month return

Current comparison of displayed tracks against the market average

Selected trackTracks to compareMarket average

Infinity Child Savings — Halacha Track10.28%
Altshuler Shaham Child Savings Halacha10.22%
Harel Child Savings — Halacha Track19.88%
Meitav Long-Term Child Savings Provident Fund — Halacha Track7.73%
Menora Mivtachim Child Savings Program — Halacha Track11.44%
Migdal Child Savings — Halacha Track12.48%
More Child Savings — Halacha Track21.32%
Phoenix Child Savings — Halacha Track10.78%
Clal Child Savings Program HalachaNo data
Market average13.02%

Phoenix Child Savings — Halacha Track

Fund details

Fund data

Assets and exposures

Returns and management fees

Asset allocation

Asset details from the source

Comparison in the Jewish Halacha track

12-month return

Phoenix Child Savings — Halacha Track

Fund details

Fund data

Assets and exposures

Returns and management fees

Asset allocation

Asset details from the source

Comparison in the Jewish Halacha track

12-month return