Harel Pension — Halacha

Data updated through August 2026

Halacha

Fund details

Fund number: 2173
Track type: Halacha
Savings type: Keren Pensia (קרן פנסיה)
Managing institution: הראל פנסיה וגמל בע"מ
Inception date: 11/09/2012

Assets and exposures

Total assets managed in this fund (₪ millions): 5,037.73
Liquid-asset share: 97.00%
Total equity exposure: 57.25%
Foreign exposure: 40.46%
Foreign-currency exposure: 17.20%
Equity exposure from asset allocation: 0.05%
Standard deviation — 5 years: 5.82%
Sharpe ratio: 1.25

Returns and management fees

Return in the last month: 1.39%
12-month return: 14.77%
36-month cumulative return: 43.8%
60-month cumulative return: 54.7%
Average annual return over the last 3 years: 12.87%
Average annual return over the last 5 years: 9.12%
Average fees on deposits: 1.47%
Average fees on assets: 0.16%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	50.57%	2,547.51
Tradable corporate bonds and bond ETFs	0%	0
Non-tradable corporate bonds	0%	0
Equities, options and equity ETFs	0.05%	2.41
Deposits	0%	0
Loans	0%	0
Cash and cash equivalents	20.21%	1,018.36
Mutual funds	0%	0
Other assets	2.02%	101.86
Designated bonds	27.15%	1,367.58

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
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
Harel Pension — HalachaSelected Fund · הראל פנסיה וגמל בע"מ	14.77%	43.79%	54.72%		1.47%	0.16%	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
Migdal Makefet Individual Pension Halachaמגדל מקפת קרנות פנסיה וקופות גמל בע"מ	12.92%	41.94%	51.42%		1.56%	0.14%	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
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%
Altshuler Shaham Comprehensive Pension Halacha10.93%
Meitav Comprehensive Pension Halacha12.69%
Harel Pension — Halacha14.77%
Clal Pension Halacha13.63%
Phoenix Comprehensive Pension — Halacha Track13.25%
Migdal Makefet Individual Pension Halacha12.92%
Menora Mivtachim Pension — Halacha Track12.18%
More Comprehensive Pension HalachaNo data
Market average12.36%

Harel Pension — Halacha

Data updated through August 2026

Halacha

Fund details

Fund number: 2173
Track type: Halacha
Savings type: Keren Pensia (קרן פנסיה)
Managing institution: הראל פנסיה וגמל בע"מ
Inception date: 11/09/2012

Assets and exposures

Total assets managed in this fund (₪ millions): 5,037.73
Liquid-asset share: 97.00%
Total equity exposure: 57.25%
Foreign exposure: 40.46%
Foreign-currency exposure: 17.20%
Equity exposure from asset allocation: 0.05%
Standard deviation — 5 years: 5.82%
Sharpe ratio: 1.25

Returns and management fees

Return in the last month: 1.39%
12-month return: 14.77%
36-month cumulative return: 43.8%
60-month cumulative return: 54.7%
Average annual return over the last 3 years: 12.87%
Average annual return over the last 5 years: 9.12%
Average fees on deposits: 1.47%
Average fees on assets: 0.16%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	50.57%	2,547.51
Tradable corporate bonds and bond ETFs	0%	0
Non-tradable corporate bonds	0%	0
Equities, options and equity ETFs	0.05%	2.41
Deposits	0%	0
Loans	0%	0
Cash and cash equivalents	20.21%	1,018.36
Mutual funds	0%	0
Other assets	2.02%	101.86
Designated bonds	27.15%	1,367.58

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
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
Harel Pension — HalachaSelected Fund · הראל פנסיה וגמל בע"מ	14.77%	43.79%	54.72%		1.47%	0.16%	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
Migdal Makefet Individual Pension Halachaמגדל מקפת קרנות פנסיה וקופות גמל בע"מ	12.92%	41.94%	51.42%		1.56%	0.14%	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
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%
Altshuler Shaham Comprehensive Pension Halacha10.93%
Meitav Comprehensive Pension Halacha12.69%
Harel Pension — Halacha14.77%
Clal Pension Halacha13.63%
Phoenix Comprehensive Pension — Halacha Track13.25%
Migdal Makefet Individual Pension Halacha12.92%
Menora Mivtachim Pension — Halacha Track12.18%
More Comprehensive Pension HalachaNo data
Market average12.36%

Harel 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

Harel 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