Migdal Makefet Individual Pension Halacha

Data updated through August 2026

Halacha

Fund details

Fund number: 2112
Track type: Halacha
Savings type: Keren Pensia (קרן פנסיה)
Managing institution: מגדל מקפת קרנות פנסיה וקופות גמל בע"מ
Inception date: 08/07/2012

Assets and exposures

Total assets managed in this fund (₪ millions): 3,074.68
Liquid-asset share: 97.10%
Total equity exposure: 50.44%
Foreign exposure: 35.03%
Foreign-currency exposure: 18.93%
Equity exposure from asset allocation: 43.78%
Standard deviation — 5 years: 5.33%
Sharpe ratio: 1.26

Returns and management fees

Return in the last month: 0.77%
12-month return: 12.92%
36-month cumulative return: 41.9%
60-month cumulative return: 51.4%
Average annual return over the last 3 years: 12.38%
Average annual return over the last 5 years: 8.65%
Average fees on deposits: 1.56%
Average fees on assets: 0.14%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	5.05%	155.17
Tradable corporate bonds and bond ETFs	21.15%	650.41
Non-tradable corporate bonds	0%	0
Equities, options and equity ETFs	43.78%	1,346.07
Deposits	0%	0
Loans	0%	0
Cash and cash equivalents	2.65%	81.52
Mutual funds	0%	0
Other assets	0.39%	12.03
Designated bonds	26.98%	829.47

Asset allocation

Comparison in the Halacha 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 on deposits	Management fees on assets	Plan membership
Infinity Comprehensive Pension Halachaאינפיניטי השתלמות, גמל ופנסיה בע"מ	8.50%	31.50%	No data		1.00%	0.18%	Visit institution website
Menora Mivtachim Pension — Halacha Trackמנורה מבטחים פנסיה וגמל בע"מ	12.18%	36.98%	41.16%		1.73%	0.15%	Visit institution website
Altshuler Shaham Comprehensive Pension Halachaאלטשולר שחם גמל ופנסיה בע"מ	10.93%	39.90%	44.71%		1.24%	0.15%	Visit institution website
Meitav Comprehensive Pension Halachaמיטב גמל ופנסיה בע"מ	12.69%	40.87%	49.32%		1.25%	0.11%	Visit institution website
Migdal Makefet Individual Pension HalachaSelected Fund · מגדל מקפת קרנות פנסיה וקופות גמל בע"מ	12.92%	41.94%	51.42%		1.56%	0.14%	Visit institution website
Clal Pension Halachaכלל פנסיה וגמל בע"מ	13.63%	42.43%	51.94%		1.52%	0.14%	Visit institution website
Phoenix Comprehensive Pension — Halacha Trackהפניקס פנסיה וגמל בע"מ	13.25%	42.81%	53.58%		1.53%	0.14%	Visit institution website
Harel Pension — Halachaהראל פנסיה וגמל בע"מ	14.77%	43.79%	54.72%		1.47%	0.16%	Visit institution website
More Comprehensive Pension Halachaמור גמל ופנסיה בע"מ	No data	No data	No data	No data**	No data	No data	Visit institution website
Market average	12.36%	40.03%	49.55%	No data	1.41%	0.15%

* Rating based on three years of data

** Not enough data for a rating yet

12-month return

Current comparison of displayed tracks against the market average

Selected trackTracks to compareMarket average

Infinity Comprehensive Pension Halacha8.50%
Menora Mivtachim Pension — Halacha Track12.18%
Altshuler Shaham Comprehensive Pension Halacha10.93%
Meitav Comprehensive Pension Halacha12.69%
Migdal Makefet Individual Pension Halacha12.92%
Clal Pension Halacha13.63%
Phoenix Comprehensive Pension — Halacha Track13.25%
Harel Pension — Halacha14.77%
More Comprehensive Pension HalachaNo data
Market average12.36%

Migdal Makefet Individual Pension Halacha

Data updated through August 2026

Halacha

Fund details

Fund number: 2112
Track type: Halacha
Savings type: Keren Pensia (קרן פנסיה)
Managing institution: מגדל מקפת קרנות פנסיה וקופות גמל בע"מ
Inception date: 08/07/2012

Assets and exposures

Total assets managed in this fund (₪ millions): 3,074.68
Liquid-asset share: 97.10%
Total equity exposure: 50.44%
Foreign exposure: 35.03%
Foreign-currency exposure: 18.93%
Equity exposure from asset allocation: 43.78%
Standard deviation — 5 years: 5.33%
Sharpe ratio: 1.26

Returns and management fees

Return in the last month: 0.77%
12-month return: 12.92%
36-month cumulative return: 41.9%
60-month cumulative return: 51.4%
Average annual return over the last 3 years: 12.38%
Average annual return over the last 5 years: 8.65%
Average fees on deposits: 1.56%
Average fees on assets: 0.14%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	5.05%	155.17
Tradable corporate bonds and bond ETFs	21.15%	650.41
Non-tradable corporate bonds	0%	0
Equities, options and equity ETFs	43.78%	1,346.07
Deposits	0%	0
Loans	0%	0
Cash and cash equivalents	2.65%	81.52
Mutual funds	0%	0
Other assets	0.39%	12.03
Designated bonds	26.98%	829.47

Asset allocation

Comparison in the Halacha 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 on deposits	Management fees on assets	Plan membership
Infinity Comprehensive Pension Halachaאינפיניטי השתלמות, גמל ופנסיה בע"מ	8.50%	31.50%	No data		1.00%	0.18%	Visit institution website
Menora Mivtachim Pension — Halacha Trackמנורה מבטחים פנסיה וגמל בע"מ	12.18%	36.98%	41.16%		1.73%	0.15%	Visit institution website
Altshuler Shaham Comprehensive Pension Halachaאלטשולר שחם גמל ופנסיה בע"מ	10.93%	39.90%	44.71%		1.24%	0.15%	Visit institution website
Meitav Comprehensive Pension Halachaמיטב גמל ופנסיה בע"מ	12.69%	40.87%	49.32%		1.25%	0.11%	Visit institution website
Migdal Makefet Individual Pension HalachaSelected Fund · מגדל מקפת קרנות פנסיה וקופות גמל בע"מ	12.92%	41.94%	51.42%		1.56%	0.14%	Visit institution website
Clal Pension Halachaכלל פנסיה וגמל בע"מ	13.63%	42.43%	51.94%		1.52%	0.14%	Visit institution website
Phoenix Comprehensive Pension — Halacha Trackהפניקס פנסיה וגמל בע"מ	13.25%	42.81%	53.58%		1.53%	0.14%	Visit institution website
Harel Pension — Halachaהראל פנסיה וגמל בע"מ	14.77%	43.79%	54.72%		1.47%	0.16%	Visit institution website
More Comprehensive Pension Halachaמור גמל ופנסיה בע"מ	No data	No data	No data	No data**	No data	No data	Visit institution website
Market average	12.36%	40.03%	49.55%	No data	1.41%	0.15%

* Rating based on three years of data

** Not enough data for a rating yet

12-month return

Current comparison of displayed tracks against the market average

Selected trackTracks to compareMarket average

Infinity Comprehensive Pension Halacha8.50%
Menora Mivtachim Pension — Halacha Track12.18%
Altshuler Shaham Comprehensive Pension Halacha10.93%
Meitav Comprehensive Pension Halacha12.69%
Migdal Makefet Individual Pension Halacha12.92%
Clal Pension Halacha13.63%
Phoenix Comprehensive Pension — Halacha Track13.25%
Harel Pension — Halacha14.77%
More Comprehensive Pension HalachaNo data
Market average12.36%

Migdal Makefet Individual Pension Halacha

Fund details

Fund data

Assets and exposures

Returns and management fees

Asset allocation

Asset details from the source

Comparison in the Halacha track

12-month return

Migdal Makefet Individual Pension Halacha

Fund details

Fund data

Assets and exposures

Returns and management fees

Asset allocation

Asset details from the source

Comparison in the Halacha track

12-month return