Altshuler Shaham Comprehensive Pension Halacha

Data updated through August 2026

Halacha

Fund details

Asset allocation based on the reported data.

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	29.10%	80.04
Tradable corporate bonds and bond ETFs	0.73%	2.01
Non-tradable corporate bonds	0.04%	0.1
Equities, options and equity ETFs	31.55%	86.77
Deposits	0%	0
Loans	0.23%	0.64
Cash and cash equivalents	9.75%	26.82
Mutual funds	2.95%	8.11
Other assets	-3.78%	-10.4
Designated bonds	29.43%	80.95

Asset allocation

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

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

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 HalachaSelected Fund · אלטשולר שחם גמל ופנסיה בע"מ	10.93%	39.90%	44.71%		1.24%	0.15%	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
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
Phoenix Comprehensive Pension — Halacha Trackהפניקס פנסיה וגמל בע"מ	13.25%	42.81%	53.58%		1.53%	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
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

Asset allocation

Asset allocation based on the reported data.

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	29.10%	80.04
Tradable corporate bonds and bond ETFs	0.73%	2.01
Non-tradable corporate bonds	0.04%	0.1
Equities, options and equity ETFs	31.55%	86.77
Deposits	0%	0
Loans	0.23%	0.64
Cash and cash equivalents	9.75%	26.82
Mutual funds	2.95%	8.11
Other assets	-3.78%	-10.4
Designated bonds	29.43%	80.95