Harel Child Savings — High-Risk Track

Data updated through August 2026

Investment policy — mvdl hk"m Other — Child savings – high risk

Fund details

Fund number: 11377
Track type: Child savings – high risk
Savings type: Hisachon LeKol Yeled (חיסכון לכל ילד)
Managing institution: הראל פנסיה וגמל בע"מ
Inception date: 28/11/2016

Assets and exposures

Total assets managed in this fund (₪ millions): 1,635.98
Liquid-asset share: 91.00%
Total equity exposure: 98.80%
Foreign exposure: 77.39%
Foreign-currency exposure: 23.18%
Equity exposure from asset allocation: 64.64%
Standard deviation: 11.86%
Sharpe ratio: 1.00

Returns and management fees

Return in the last month: 1.81%
12-month return: 23.91%
36-month cumulative return: 73.8%
60-month cumulative return: 75.1%
Average annual return over the last 3 years: 20.24%
Average annual return over the last 5 years: 11.85%
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	13.85%	226.51
Tradable corporate bonds and bond ETFs	0.48%	7.79
Non-tradable corporate bonds	0%	0
Equities, options and equity ETFs	64.64%	1,057.43
Deposits	0%	0
Loans	0%	0
Cash and cash equivalents	15.09%	246.86
Mutual funds	1.63%	26.71
Other assets	4.32%	70.67

Asset allocation

Comparison in the Child savings – high risk 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
Altshuler Shaham Child Savings High Riskאלטשולר שחם גמל ופנסיה בע"מ	17.66%	64.32%	56.14%		0.01%	Visit institution website
Analyst Track-based — Long-Term Child Savings Provident Fund — High-Risk Trackאנליסט קופות גמל בע"מ	18.62%	69.68%	76.66%		0.01%	Visit institution website
Infinity Child Savings — High-Risk Trackאינפיניטי השתלמות, גמל ופנסיה בע"מ	18.66%	69.58%	92.15%		0.00%	Visit institution website
Phoenix Child Savings — High-Risk Trackהפניקס פנסיה וגמל בע"מ	21.45%	72.99%	77.34%		0.01%	Visit institution website
Migdal Child Savings — High-Risk Trackמגדל מקפת קרנות פנסיה וקופות גמל בע"מ	21.90%	74.14%	75.77%		0.01%	Visit institution website
Meitav Child Savings Program Provident Fund — High-Risk Trackמיטב גמל ופנסיה בע"מ	22.41%	77.66%	79.18%		0.01%	Visit institution website
Menora Mivtachim Child Savings Program — High-Risk Trackמנורה מבטחים פנסיה וגמל בע"מ	23.59%	75.58%	75.42%		0.01%	Visit institution website
Harel Child Savings — High-Risk TrackSelected Fund · הראל פנסיה וגמל בע"מ	23.91%	73.83%	75.09%		0.01%	Visit institution website
Clal Child Savings Program High-Risk Trackכלל פנסיה וגמל בע"מ	No data	No data	No data	No data**	No data	Visit institution website
Market average	21.03%	72.22%	75.97%	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

Altshuler Shaham Child Savings High Risk17.66%
Analyst Track-based — Long-Term Child Savings Provident Fund — High-Risk Track18.62%
Infinity Child Savings — High-Risk Track18.66%
Phoenix Child Savings — High-Risk Track21.45%
Migdal Child Savings — High-Risk Track21.90%
Meitav Child Savings Program Provident Fund — High-Risk Track22.41%
Menora Mivtachim Child Savings Program — High-Risk Track23.59%
Harel Child Savings — High-Risk Track23.91%
Clal Child Savings Program High-Risk TrackNo data
Market average21.03%

Harel Child Savings — High-Risk Track

Data updated through August 2026

Investment policy — mvdl hk"m Other — Child savings – high risk

Fund details

Fund number: 11377
Track type: Child savings – high risk
Savings type: Hisachon LeKol Yeled (חיסכון לכל ילד)
Managing institution: הראל פנסיה וגמל בע"מ
Inception date: 28/11/2016

Assets and exposures

Total assets managed in this fund (₪ millions): 1,635.98
Liquid-asset share: 91.00%
Total equity exposure: 98.80%
Foreign exposure: 77.39%
Foreign-currency exposure: 23.18%
Equity exposure from asset allocation: 64.64%
Standard deviation: 11.86%
Sharpe ratio: 1.00

Returns and management fees

Return in the last month: 1.81%
12-month return: 23.91%
36-month cumulative return: 73.8%
60-month cumulative return: 75.1%
Average annual return over the last 3 years: 20.24%
Average annual return over the last 5 years: 11.85%
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	13.85%	226.51
Tradable corporate bonds and bond ETFs	0.48%	7.79
Non-tradable corporate bonds	0%	0
Equities, options and equity ETFs	64.64%	1,057.43
Deposits	0%	0
Loans	0%	0
Cash and cash equivalents	15.09%	246.86
Mutual funds	1.63%	26.71
Other assets	4.32%	70.67

Asset allocation

Comparison in the Child savings – high risk 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
Altshuler Shaham Child Savings High Riskאלטשולר שחם גמל ופנסיה בע"מ	17.66%	64.32%	56.14%		0.01%	Visit institution website
Analyst Track-based — Long-Term Child Savings Provident Fund — High-Risk Trackאנליסט קופות גמל בע"מ	18.62%	69.68%	76.66%		0.01%	Visit institution website
Infinity Child Savings — High-Risk Trackאינפיניטי השתלמות, גמל ופנסיה בע"מ	18.66%	69.58%	92.15%		0.00%	Visit institution website
Phoenix Child Savings — High-Risk Trackהפניקס פנסיה וגמל בע"מ	21.45%	72.99%	77.34%		0.01%	Visit institution website
Migdal Child Savings — High-Risk Trackמגדל מקפת קרנות פנסיה וקופות גמל בע"מ	21.90%	74.14%	75.77%		0.01%	Visit institution website
Meitav Child Savings Program Provident Fund — High-Risk Trackמיטב גמל ופנסיה בע"מ	22.41%	77.66%	79.18%		0.01%	Visit institution website
Menora Mivtachim Child Savings Program — High-Risk Trackמנורה מבטחים פנסיה וגמל בע"מ	23.59%	75.58%	75.42%		0.01%	Visit institution website
Harel Child Savings — High-Risk TrackSelected Fund · הראל פנסיה וגמל בע"מ	23.91%	73.83%	75.09%		0.01%	Visit institution website
Clal Child Savings Program High-Risk Trackכלל פנסיה וגמל בע"מ	No data	No data	No data	No data**	No data	Visit institution website
Market average	21.03%	72.22%	75.97%	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

Altshuler Shaham Child Savings High Risk17.66%
Analyst Track-based — Long-Term Child Savings Provident Fund — High-Risk Track18.62%
Infinity Child Savings — High-Risk Track18.66%
Phoenix Child Savings — High-Risk Track21.45%
Migdal Child Savings — High-Risk Track21.90%
Meitav Child Savings Program Provident Fund — High-Risk Track22.41%
Menora Mivtachim Child Savings Program — High-Risk Track23.59%
Harel Child Savings — High-Risk Track23.91%
Clal Child Savings Program High-Risk TrackNo data
Market average21.03%

Harel Child Savings — High-Risk Track

Fund details

Fund data

Assets and exposures

Returns and management fees

Asset allocation

Asset details from the source

Comparison in the Child savings – high risk track

12-month return

Harel Child Savings — High-Risk Track

Fund details

Fund data

Assets and exposures

Returns and management fees

Asset allocation

Asset details from the source

Comparison in the Child savings – high risk track

12-month return