Menora Mivtachim Pension — Halacha Track

Data updated through August 2026

Halacha

Fund details

Fund number: 2182
Track type: Halacha
Savings type: Keren Pensia (קרן פנסיה)
Managing institution: מנורה מבטחים פנסיה וגמל בע"מ
Inception date: 11/09/2012

Assets and exposures

Total assets managed in this fund (₪ millions): 2,746.69
Liquid-asset share: 95.70%
Total equity exposure: 49.64%
Foreign exposure: 37.77%
Foreign-currency exposure: 17.74%
Equity exposure from asset allocation: 2.45%
Standard deviation — 5 years: 5.89%
Sharpe ratio: 0.93

Returns and management fees

Return in the last month: 0.90%
12-month return: 12.18%
36-month cumulative return: 37.0%
60-month cumulative return: 41.2%
Average annual return over the last 3 years: 11.06%
Average annual return over the last 5 years: 7.14%
Average fees on deposits: 1.73%
Average fees on assets: 0.15%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	64.18%	1,762.82
Tradable corporate bonds and bond ETFs	0%	0
Non-tradable corporate bonds	0%	0
Equities, options and equity ETFs	2.45%	67.23
Deposits	0%	0
Loans	0%	0
Cash and cash equivalents	8.13%	223.35
Mutual funds	0%	0
Other assets	-0.60%	-16.4
Designated bonds	25.84%	709.68

These figures cannot be shown as a pie chart. See the table.

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
Menora Mivtachim Pension — Halacha TrackSelected Fund · מנורה 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 Halachaמגדל 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
Infinity Comprehensive Pension Halachaאינפיניטי השתלמות, גמל ופנסיה בע"מ	8.50%	31.50%	No data		1.00%	0.18%	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

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%
Infinity Comprehensive Pension Halacha8.50%
More Comprehensive Pension HalachaNo data
Market average12.36%

Menora Mivtachim Pension — Halacha Track

Data updated through August 2026

Halacha

Fund details

Fund number: 2182
Track type: Halacha
Savings type: Keren Pensia (קרן פנסיה)
Managing institution: מנורה מבטחים פנסיה וגמל בע"מ
Inception date: 11/09/2012

Assets and exposures

Total assets managed in this fund (₪ millions): 2,746.69
Liquid-asset share: 95.70%
Total equity exposure: 49.64%
Foreign exposure: 37.77%
Foreign-currency exposure: 17.74%
Equity exposure from asset allocation: 2.45%
Standard deviation — 5 years: 5.89%
Sharpe ratio: 0.93

Returns and management fees

Return in the last month: 0.90%
12-month return: 12.18%
36-month cumulative return: 37.0%
60-month cumulative return: 41.2%
Average annual return over the last 3 years: 11.06%
Average annual return over the last 5 years: 7.14%
Average fees on deposits: 1.73%
Average fees on assets: 0.15%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	64.18%	1,762.82
Tradable corporate bonds and bond ETFs	0%	0
Non-tradable corporate bonds	0%	0
Equities, options and equity ETFs	2.45%	67.23
Deposits	0%	0
Loans	0%	0
Cash and cash equivalents	8.13%	223.35
Mutual funds	0%	0
Other assets	-0.60%	-16.4
Designated bonds	25.84%	709.68

These figures cannot be shown as a pie chart. See the table.

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
Menora Mivtachim Pension — Halacha TrackSelected Fund · מנורה 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 Halachaמגדל 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
Infinity Comprehensive Pension Halachaאינפיניטי השתלמות, גמל ופנסיה בע"מ	8.50%	31.50%	No data		1.00%	0.18%	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

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%
Infinity Comprehensive Pension Halacha8.50%
More Comprehensive Pension HalachaNo data
Market average12.36%

Menora Mivtachim Pension — Halacha Track

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

Menora Mivtachim Pension — Halacha Track

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