More Investment Provident Fund — Equities

Data updated through August 2026

Investment policy — Specialist Managed Active — Equities

Fund details

Fund number: 12537
Track type: Equities
Savings type: Kupat Gemel LeHashkaa (קופת גמל להשקעה)
Managing institution: מור גמל ופנסיה בע"מ

Assets and exposures

Total assets managed in this fund (₪ millions): 5,067.56
Liquid-asset share: 85.90%
Total equity exposure: 100.29%
Foreign exposure: 71.44%
Foreign-currency exposure: 26.56%
Equity exposure from asset allocation: 41.98%
Standard deviation: 10.63%
Sharpe ratio: 1.17

Returns and management fees

Return in the last month: 2.63%
Year-to-date return: 13.21%
36-month cumulative return: 78.8%
60-month cumulative return: 78.1%
Average annual return over the last 3 years: 21.38%
Average annual return over the last 5 years: 12.24%
Average management fees paid by fund members: 0.73%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	28.28%	1,433.06
Tradable corporate bonds and bond ETFs	3.78%	191.62
Non-tradable corporate bonds	1.59%	80.65
Equities, options and equity ETFs	41.98%	2,127.33
Deposits	3.18%	161.14
Loans	0.19%	9.77
Cash and cash equivalents	16.98%	860.63
Mutual funds	0%	0
Other assets	4.01%	203.37

Asset allocation

Comparison in the Equities track

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

Table Chart

Show sector-specific funds

Showing 11–12 of 12 funds

Fund name	12 months	3 years	5 years	Rating	Management fees	Plan membership
Analyst Track-based — Investment Provident Fund Equitiesאנליסט קופות גמל בע"מ	No data	69.97%	75.92%	No data	0.61%	No data
Altshuler Shaham Savings Plus Equitiesאלטשולר שחם גמל ופנסיה בע"מ	No data	65.62%	56.86%	No data	0.59%	No data
Market average	No data	74.89%	78.10%	No data	0.62%

More Investment Provident Fund — Equities

Data updated through August 2026

Investment policy — Specialist Managed Active — Equities

Fund details

Fund number: 12537
Track type: Equities
Savings type: Kupat Gemel LeHashkaa (קופת גמל להשקעה)
Managing institution: מור גמל ופנסיה בע"מ

Assets and exposures

Total assets managed in this fund (₪ millions): 5,067.56
Liquid-asset share: 85.90%
Total equity exposure: 100.29%
Foreign exposure: 71.44%
Foreign-currency exposure: 26.56%
Equity exposure from asset allocation: 41.98%
Standard deviation: 10.63%
Sharpe ratio: 1.17

Returns and management fees

Return in the last month: 2.63%
Year-to-date return: 13.21%
36-month cumulative return: 78.8%
60-month cumulative return: 78.1%
Average annual return over the last 3 years: 21.38%
Average annual return over the last 5 years: 12.24%
Average management fees paid by fund members: 0.73%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	28.28%	1,433.06
Tradable corporate bonds and bond ETFs	3.78%	191.62
Non-tradable corporate bonds	1.59%	80.65
Equities, options and equity ETFs	41.98%	2,127.33
Deposits	3.18%	161.14
Loans	0.19%	9.77
Cash and cash equivalents	16.98%	860.63
Mutual funds	0%	0
Other assets	4.01%	203.37

Asset allocation

Comparison in the Equities track

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

Table Chart

Show sector-specific funds

Showing 11–12 of 12 funds

Fund name	12 months	3 years	5 years	Rating	Management fees	Plan membership
Analyst Track-based — Investment Provident Fund Equitiesאנליסט קופות גמל בע"מ	No data	69.97%	75.92%	No data	0.61%	No data
Altshuler Shaham Savings Plus Equitiesאלטשולר שחם גמל ופנסיה בע"מ	No data	65.62%	56.86%	No data	0.59%	No data
Market average	No data	74.89%	78.10%	No data	0.62%

More Investment Provident Fund — Equities

Fund details

Fund data

Assets and exposures

Returns and management fees

Asset allocation

Asset details from the source

Comparison in the Equities track

More Investment Provident Fund — Equities

Fund details

Fund data

Assets and exposures

Returns and management fees

Asset allocation

Asset details from the source

Comparison in the Equities track