Phoenix Comprehensive Pension — Halacha Track

Data updated through August 2026

Halacha

Fund details

Fund number: 9984
Track type: Halacha
Savings type: Keren Pensia (קרן פנסיה)
Managing institution: הפניקס פנסיה וגמל בע"מ
Inception date: 31/12/2015

Assets and exposures

Total assets managed in this fund (₪ millions): 1,163.5
Liquid-asset share: 97.10%
Total equity exposure: 52.58%
Foreign exposure: 36.87%
Foreign-currency exposure: 20.77%
Equity exposure from asset allocation: 38.87%
Standard deviation — 5 years: 5.27%
Sharpe ratio: 1.32

Returns and management fees

Return in the last month: 0.70%
12-month return: 13.25%
36-month cumulative return: 42.8%
60-month cumulative return: 53.6%
Average annual return over the last 3 years: 12.61%
Average annual return over the last 5 years: 8.96%
Average fees on deposits: 1.53%
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	2.09%	24.33
Tradable corporate bonds and bond ETFs	12.59%	146.51
Non-tradable corporate bonds	0%	0
Equities, options and equity ETFs	38.87%	452.29
Deposits	0%	0
Loans	0%	0
Cash and cash equivalents	20.07%	233.53
Mutual funds	0%	0
Other assets	0.04%	0.44
Designated bonds	26.33%	306.4

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 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 TrackSelected Fund · הפניקס 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%

Phoenix Comprehensive Pension — Halacha Track

Data updated through August 2026

Halacha

Fund details

Fund number: 9984
Track type: Halacha
Savings type: Keren Pensia (קרן פנסיה)
Managing institution: הפניקס פנסיה וגמל בע"מ
Inception date: 31/12/2015

Assets and exposures

Total assets managed in this fund (₪ millions): 1,163.5
Liquid-asset share: 97.10%
Total equity exposure: 52.58%
Foreign exposure: 36.87%
Foreign-currency exposure: 20.77%
Equity exposure from asset allocation: 38.87%
Standard deviation — 5 years: 5.27%
Sharpe ratio: 1.32

Returns and management fees

Return in the last month: 0.70%
12-month return: 13.25%
36-month cumulative return: 42.8%
60-month cumulative return: 53.6%
Average annual return over the last 3 years: 12.61%
Average annual return over the last 5 years: 8.96%
Average fees on deposits: 1.53%
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	2.09%	24.33
Tradable corporate bonds and bond ETFs	12.59%	146.51
Non-tradable corporate bonds	0%	0
Equities, options and equity ETFs	38.87%	452.29
Deposits	0%	0
Loans	0%	0
Cash and cash equivalents	20.07%	233.53
Mutual funds	0%	0
Other assets	0.04%	0.44
Designated bonds	26.33%	306.4

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 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 TrackSelected Fund · הפניקס 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%

Phoenix Comprehensive 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

Phoenix Comprehensive 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