מנורה מבטחים חברה לביטוח בע"מ

Menora Mivtachim Insurance Ltd. Equity Index-Tracking Track

Data updated through August 2026

Investment policy — Policies issued since 2004

Track details

Track number: 14315
Track type: Policies issued since 2004
Savings type: Polisat Hisachon (פוליסת חיסכון)
Managing institution: מנורה מבטחים חברה לביטוח בע"מ

Assets and exposures

Total assets managed in this fund (₪ millions): 626.42
Liquid-asset share: 99.40%
Total equity exposure: 99.26%
Foreign exposure: 72.25%
Foreign-currency exposure: 51.74%
Equity exposure from asset allocation: 93.67%
Standard deviation: No data
Sharpe ratio: No data

Returns and management fees

Return in the last month: 2.91%
Year-to-date return: 11.48%
36-month cumulative return: 60.1%
60-month cumulative return: No data
Average annual return over the last 3 years: 16.98%
Average annual return over the last 5 years: No data
Average management fees paid by fund members: 0.68%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Equities, options and equity ETFs	93.67%	586.79
Cash and cash equivalents	0.74%	4.62
Mutual funds	5.59%	35.01

Asset allocation