מגדל חברה לביטוח בע"מ

Migdal-Managed Migdal Capital Markets-Equity Index-Tracking Track

Data updated through August 2026

Investment policy — Policies issued since 2004

Track details

Track number: 15060
Track type: Policies issued since 2004
Savings type: Polisat Hisachon (פוליסת חיסכון)
Managing institution: מגדל חברה לביטוח בע"מ

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Assets and exposures

Total assets managed in this fund (₪ millions): 268.56
Liquid-asset share: 99.60%
Total equity exposure: 99.51%
Foreign exposure: 57.54%
Foreign-currency exposure: 11.99%
Equity exposure from asset allocation: 95.90%
Standard deviation: No data
Sharpe ratio: No data

Returns and management fees

Return in the last month: 1.33%
12-month return: 17.12%
36-month cumulative return: No data
60-month cumulative return: No data
Average annual return over the last 3 years: No data
Average annual return over the last 5 years: No data
Average management fees paid by fund members: 1.09%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Equities, options and equity ETFs	95.90%	257.54
Cash and cash equivalents	0.49%	1.33
Mutual funds	3.61%	9.69

Asset allocation