Clal Gemel Atid Equities

Data updated through August 2026

Investment policy — Specialist Managed Active — Equities

Fund details

Fund number: 7991
Track type: Equities
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): 1,219.8
Liquid-asset share: 91.20%
Total equity exposure: 100.79%
Foreign exposure: 68.99%
Foreign-currency exposure: 24.86%
Equity exposure from asset allocation: 74.39%
Standard deviation: 12.08%
Sharpe ratio: 1.00

Returns and management fees

Return in the last month: 1.98%
Year-to-date return: 13.70%
36-month cumulative return: 78.9%
60-month cumulative return: 72.2%
Average annual return over the last 3 years: 21.39%
Average annual return over the last 5 years: 11.48%
Average management fees paid by fund members: 0.64%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	5.32%	64.93
Tradable corporate bonds and bond ETFs	4.62%	56.34
Non-tradable corporate bonds	0%	0
Equities, options and equity ETFs	74.39%	907.43
Deposits	0.13%	1.64
Loans	0%	0
Cash and cash equivalents	8.77%	106.92
Mutual funds	4.22%	51.5
Other assets	2.55%	31.05

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
Phoenix Investment Provident Fund Equitiesהפניקס פנסיה וגמל בע"מ	No data	76.15%	75.75%	No data	0.59%	No data
Yelin Lapidot Investment Provident Fund Equity Trackילין לפידות ניהול קופות גמל בע"מ	No data	68.44%	77.41%	No data	0.67%	No data
Market average	No data	74.89%	78.10%	No data	0.62%

Clal Gemel Atid Equities

Data updated through August 2026

Investment policy — Specialist Managed Active — Equities

Fund details

Fund number: 7991
Track type: Equities
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): 1,219.8
Liquid-asset share: 91.20%
Total equity exposure: 100.79%
Foreign exposure: 68.99%
Foreign-currency exposure: 24.86%
Equity exposure from asset allocation: 74.39%
Standard deviation: 12.08%
Sharpe ratio: 1.00

Returns and management fees

Return in the last month: 1.98%
Year-to-date return: 13.70%
36-month cumulative return: 78.9%
60-month cumulative return: 72.2%
Average annual return over the last 3 years: 21.39%
Average annual return over the last 5 years: 11.48%
Average management fees paid by fund members: 0.64%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	5.32%	64.93
Tradable corporate bonds and bond ETFs	4.62%	56.34
Non-tradable corporate bonds	0%	0
Equities, options and equity ETFs	74.39%	907.43
Deposits	0.13%	1.64
Loans	0%	0
Cash and cash equivalents	8.77%	106.92
Mutual funds	4.22%	51.5
Other assets	2.55%	31.05

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
Phoenix Investment Provident Fund Equitiesהפניקס פנסיה וגמל בע"מ	No data	76.15%	75.75%	No data	0.59%	No data
Yelin Lapidot Investment Provident Fund Equity Trackילין לפידות ניהול קופות גמל בע"מ	No data	68.44%	77.41%	No data	0.67%	No data
Market average	No data	74.89%	78.10%	No data	0.62%

Clal Gemel Atid Equities

Fund details

Fund data

Assets and exposures

Returns and management fees

Asset allocation

Asset details from the source

Comparison in the Equities track

Clal Gemel Atid Equities

Fund details

Fund data

Assets and exposures

Returns and management fees

Asset allocation

Asset details from the source

Comparison in the Equities track