Migdal Child Savings — Medium-Risk Track

Data updated through August 2026

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

Fund details

Fund number: 9897
Track type: Child savings – medium risk
Savings type: Hisachon LeKol Yeled (חיסכון לכל ילד)
Managing institution: מגדל מקפת קרנות פנסיה וקופות גמל בע"מ
Inception date: 28/11/2016

Assets and exposures

Total assets managed in this fund (₪ millions): 156.06
Liquid-asset share: 80.50%
Total equity exposure: 50.96%
Foreign exposure: 44.96%
Foreign-currency exposure: 19.11%
Equity exposure from asset allocation: 32.67%
Standard deviation: 5.95%
Sharpe ratio: 0.97

Returns and management fees

Return in the last month: 1.26%
12-month return: 13.14%
36-month cumulative return: 40.6%
60-month cumulative return: 41.0%
Average annual return over the last 3 years: 12.03%
Average annual return over the last 5 years: 7.12%
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	13.07%	20.4
Tradable corporate bonds and bond ETFs	17.19%	26.83
Non-tradable corporate bonds	0.60%	0.94
Equities, options and equity ETFs	32.67%	50.99
Deposits	0%	0
Loans	6.30%	9.83
Cash and cash equivalents	17.77%	27.74
Mutual funds	0.33%	0.51
Other assets	12.06%	18.82

Asset allocation

Comparison in the Child savings – medium 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
Harel Child Savings — Medium-Risk Trackהראל פנסיה וגמל בע"מ	13.13%	37.55%	39.41%		0.01%	Visit institution website
Altshuler Shaham Child Savings Medium Riskאלטשולר שחם גמל ופנסיה בע"מ	11.02%	38.74%	35.60%		0.02%	Visit institution website
Menora Mivtachim Child Savings Program — Medium-Risk Trackמנורה מבטחים פנסיה וגמל בע"מ	13.65%	40.56%	43.11%		0.01%	Visit institution website
Migdal Child Savings — Medium-Risk TrackSelected Fund · מגדל מקפת קרנות פנסיה וקופות גמל בע"מ	13.14%	40.59%	41.04%		0.01%	Visit institution website
Phoenix Child Savings — Medium-Risk Trackהפניקס פנסיה וגמל בע"מ	12.04%	42.40%	41.94%		0.02%	Visit institution website
Analyst Track-based — Long-Term Child Savings Provident Fund — Medium-Risk Trackאנליסט קופות גמל בע"מ	10.81%	42.97%	49.10%		0.02%	Visit institution website
Meitav Child Savings Program Provident Fund — Medium-Risk Trackמיטב גמל ופנסיה בע"מ	13.40%	43.97%	46.12%		0.02%	Visit institution website
Infinity Child Savings — Medium-Risk Trackאינפיניטי השתלמות, גמל ופנסיה בע"מ	14.26%	47.55%	52.19%		0.02%	Visit institution website
Clal Child Savings Program Medium-Risk Trackכלל פנסיה וגמל בע"מ	No data	No data	No data	No data**	No data	Visit institution website
Market average	12.68%	41.79%	43.56%	No data	0.02%

** Not enough data for a rating yet

Migdal Child Savings — Medium-Risk Track

Data updated through August 2026

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

Fund details

Fund number: 9897
Track type: Child savings – medium risk
Savings type: Hisachon LeKol Yeled (חיסכון לכל ילד)
Managing institution: מגדל מקפת קרנות פנסיה וקופות גמל בע"מ
Inception date: 28/11/2016

Assets and exposures

Total assets managed in this fund (₪ millions): 156.06
Liquid-asset share: 80.50%
Total equity exposure: 50.96%
Foreign exposure: 44.96%
Foreign-currency exposure: 19.11%
Equity exposure from asset allocation: 32.67%
Standard deviation: 5.95%
Sharpe ratio: 0.97

Returns and management fees

Return in the last month: 1.26%
12-month return: 13.14%
36-month cumulative return: 40.6%
60-month cumulative return: 41.0%
Average annual return over the last 3 years: 12.03%
Average annual return over the last 5 years: 7.12%
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	13.07%	20.4
Tradable corporate bonds and bond ETFs	17.19%	26.83
Non-tradable corporate bonds	0.60%	0.94
Equities, options and equity ETFs	32.67%	50.99
Deposits	0%	0
Loans	6.30%	9.83
Cash and cash equivalents	17.77%	27.74
Mutual funds	0.33%	0.51
Other assets	12.06%	18.82

Asset allocation

Comparison in the Child savings – medium 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
Harel Child Savings — Medium-Risk Trackהראל פנסיה וגמל בע"מ	13.13%	37.55%	39.41%		0.01%	Visit institution website
Altshuler Shaham Child Savings Medium Riskאלטשולר שחם גמל ופנסיה בע"מ	11.02%	38.74%	35.60%		0.02%	Visit institution website
Menora Mivtachim Child Savings Program — Medium-Risk Trackמנורה מבטחים פנסיה וגמל בע"מ	13.65%	40.56%	43.11%		0.01%	Visit institution website
Migdal Child Savings — Medium-Risk TrackSelected Fund · מגדל מקפת קרנות פנסיה וקופות גמל בע"מ	13.14%	40.59%	41.04%		0.01%	Visit institution website
Phoenix Child Savings — Medium-Risk Trackהפניקס פנסיה וגמל בע"מ	12.04%	42.40%	41.94%		0.02%	Visit institution website
Analyst Track-based — Long-Term Child Savings Provident Fund — Medium-Risk Trackאנליסט קופות גמל בע"מ	10.81%	42.97%	49.10%		0.02%	Visit institution website
Meitav Child Savings Program Provident Fund — Medium-Risk Trackמיטב גמל ופנסיה בע"מ	13.40%	43.97%	46.12%		0.02%	Visit institution website
Infinity Child Savings — Medium-Risk Trackאינפיניטי השתלמות, גמל ופנסיה בע"מ	14.26%	47.55%	52.19%		0.02%	Visit institution website
Clal Child Savings Program Medium-Risk Trackכלל פנסיה וגמל בע"מ	No data	No data	No data	No data**	No data	Visit institution website
Market average	12.68%	41.79%	43.56%	No data	0.02%

** Not enough data for a rating yet

Migdal Child Savings — Medium-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 – medium risk track

Migdal Child Savings — Medium-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 – medium risk track