מגדל חברה לביטוח בע"מ

Migdal Managed by Migdal Capital Markets S&P 500 Index-Tracking Track

Data updated through August 2026

Investment policy — Policies issued since 2004

Track details

Track number: 15062
Track type: Policies issued since 2004
Savings type: Polisat Hisachon (פוליסת חיסכון)
Managing institution: מגדל חברה לביטוח בע"מ

Assets and exposures

Total assets managed in this fund (₪ millions): 317.85
Liquid-asset share: 98.30%
Total equity exposure: 99.94%
Foreign exposure: 99.94%
Foreign-currency exposure: 0.00%
Equity exposure from asset allocation: 83.21%
Standard deviation: No data
Sharpe ratio: No data

Returns and management fees

Return in the last month: 3.11%
Year-to-date return: 11.09%
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	83.21%	264.48
Cash and cash equivalents	0.06%	0.18
Mutual funds	16.74%	53.2

Asset allocation