Clal Gemel Atid Equity Index-Tracking Track

Data updated through August 2026

Investment policy — Index-tracking — Equity Index-Tracking Track

Fund details

Fund number: 14791
Track type: Equity Index-Tracking Track
Savings type: Kupat Gemel LeHashkaa (קופת גמל להשקעה)
Managing institution: כלל פנסיה וגמל בע"מ

Assets and exposures

Total assets managed in this fund (₪ millions): 78.79
Liquid-asset share: 97.30%
Total equity exposure: 98.15%
Foreign exposure: 103.08%
Foreign-currency exposure: 99.99%
Equity exposure from asset allocation: 32.73%
Standard deviation: No data
Sharpe ratio: No data

Returns and management fees

Return in the last month: 2.21%
Year-to-date return: 7.42%
36-month cumulative return: No data
60-month cumulative return: No data
Average annual return over the last 3 years: No data
Average annual return over the last 5 years: No data
Average management fees paid by fund members: 0.63%

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	32.73%	25.79
Deposits	0%	0
Loans	4.93%	3.89
Cash and cash equivalents	62.84%	49.51
Mutual funds	0%	0
Other assets	-0.50%	-0.4

Asset allocation

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

Comparison in the Equity Index-Tracking Track

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

Table Chart

Showing 1–10 of 11 funds

Fund name	12 months	3 years	5 years	Rating	Management fees	Plan membership
More Investment Provident Fund — Equity Index-Tracking Trackמור גמל ופנסיה בע"מ	No data	No data	No data	No data	0.67%	No data
Infinity Investment Provident Fund Equity Index-Tracking Trackאינפיניטי השתלמות, גמל ופנסיה בע"מ	No data	No data	No data	No data	0.65%	No data
Meitav Investment Provident Fund Equity Index-Tracking Trackמיטב גמל ופנסיה בע"מ	No data	84.22%	113.80%	No data	0.65%	No data
Clal Gemel Atid Equity Index-Tracking TrackSelected Fund · כלל פנסיה וגמל בע"מ	No data	No data	No data	No data	0.63%	No data
Migdal Investment Provident Fund Equity Index-Tracking Trackמגדל מקפת קרנות פנסיה וקופות גמל בע"מ	No data	No data	No data	No data	0.62%	No data
Analyst Track-based — Investment Provident Fund Equity Index-Tracking Trackאנליסט קופות גמל בע"מ	No data	No data	No data	No data	0.60%	No data
Phoenix Investment Provident Fund Equity Index-Tracking Trackהפניקס פנסיה וגמל בע"מ	No data	22.39%	26.59%	No data	0.60%	No data
Menora Mivtachim Investment Provident Fund Equity Index-Tracking Trackמנורה מבטחים פנסיה וגמל בע"מ	No data	60.59%	73.42%	No data	0.57%	No data
Altshuler Shaham Savings Plus Equity Index-Tracking Trackאלטשולר שחם גמל ופנסיה בע"מ	No data	No data	No data	No data	0.56%	No data
Harel Investment Provident Fund Equity Index-Tracking Trackהראל פנסיה וגמל בע"מ	No data	No data	No data	No data	0.56%	No data
Market average	No data	55.73%	71.27%	No data	0.61%

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	32.73%	25.79
Deposits	0%	0
Loans	4.93%	3.89
Cash and cash equivalents	62.84%	49.51
Mutual funds	0%	0
Other assets	-0.50%	-0.4