Phoenix Child Savings- Sharia

Data updated through August 2026

Investment policy — Halachic — Sharia-compliant

Fund details

Fund number: 11352
Track type: Sharia-compliant
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): 88.21
Liquid-asset share: 91.00%
Total equity exposure: 89.88%
Foreign exposure: 96.44%
Foreign-currency exposure: 96.44%
Equity exposure from asset allocation: 89.89%
Standard deviation: 8.35%
Sharpe ratio: 0.85

Returns and management fees

Return in the last month: 1.35%
12-month return: 12.72%
36-month cumulative return: 40.9%
60-month cumulative return: 59.1%
Average annual return over the last 3 years: 12.11%
Average annual return over the last 5 years: 9.74%
Average management fees paid by fund members: 0.00%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	0%	0
Tradable corporate bonds and bond ETFs	0%	0
Non-tradable corporate bonds	0%	0
Equities, options and equity ETFs	89.89%	79.29
Deposits	0%	0
Loans	0%	0
Cash and cash equivalents	10.11%	8.92
Mutual funds	0%	0
Other assets	0%	0

Asset allocation

Comparison in the Sharia-compliant track

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

Table Chart

Showing 1–2 of 2 funds

Fund name	12 months	3 years	5 years	Rating	Management fees	Plan membership
Phoenix Child Savings- ShariaSelected Fund · הפניקס פנסיה וגמל בע"מ	12.72%	40.89%	59.15%		0.00%	Visit institution website
More Child Savings — Sharia Trackמור גמל ופנסיה בע"מ	0.68%	3.02%	17.17%		0.00%	Visit institution website
Market average	6.70%	21.96%	38.16%	No data	0.00%

Phoenix Child Savings- Sharia

Data updated through August 2026

Investment policy — Halachic — Sharia-compliant

Fund details

Fund number: 11352
Track type: Sharia-compliant
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): 88.21
Liquid-asset share: 91.00%
Total equity exposure: 89.88%
Foreign exposure: 96.44%
Foreign-currency exposure: 96.44%
Equity exposure from asset allocation: 89.89%
Standard deviation: 8.35%
Sharpe ratio: 0.85

Returns and management fees

Return in the last month: 1.35%
12-month return: 12.72%
36-month cumulative return: 40.9%
60-month cumulative return: 59.1%
Average annual return over the last 3 years: 12.11%
Average annual return over the last 5 years: 9.74%
Average management fees paid by fund members: 0.00%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	0%	0
Tradable corporate bonds and bond ETFs	0%	0
Non-tradable corporate bonds	0%	0
Equities, options and equity ETFs	89.89%	79.29
Deposits	0%	0
Loans	0%	0
Cash and cash equivalents	10.11%	8.92
Mutual funds	0%	0
Other assets	0%	0

Asset allocation

Comparison in the Sharia-compliant track

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

Table Chart

Showing 1–2 of 2 funds

Fund name	12 months	3 years	5 years	Rating	Management fees	Plan membership
Phoenix Child Savings- ShariaSelected Fund · הפניקס פנסיה וגמל בע"מ	12.72%	40.89%	59.15%		0.00%	Visit institution website
More Child Savings — Sharia Trackמור גמל ופנסיה בע"מ	0.68%	3.02%	17.17%		0.00%	Visit institution website
Market average	6.70%	21.96%	38.16%	No data	0.00%

Phoenix Child Savings- Sharia

Fund details

Fund data

Assets and exposures

Returns and management fees

Asset allocation

Asset details from the source

Comparison in the Sharia-compliant track

Phoenix Child Savings- Sharia

Fund details

Fund data

Assets and exposures

Returns and management fees

Asset allocation

Asset details from the source

Comparison in the Sharia-compliant track