מנורה מבטחים חברה לביטוח בע"מ

Menora Mivtachim Insurance Ltd. Sustainability

Data updated through August 2026

Investment policy — Policies issued since 2004

Track details

Track number: 14675
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): 4.35
Liquid-asset share: 99.80%
Total equity exposure: 96.71%
Foreign exposure: 90.29%
Foreign-currency exposure: 10.53%
Equity exposure from asset allocation: 96.71%
Standard deviation: No data
Sharpe ratio: No data

Returns and management fees

Return in the last month: 0.61%
Year-to-date return: 9.35%
36-month cumulative return: 14.7%
60-month cumulative return: No data
Average annual return over the last 3 years: 4.69%
Average annual return over the last 5 years: No data
Average management fees paid by fund members: 0.75%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Equities, options and equity ETFs	96.71%	4.21
Cash and cash equivalents	2.91%	0.13
Other assets	0.37%	0.02

Asset allocation