כלל חברה לביטוח בע"מ

Clal Insurance Company Ltd. Marketable Equity Track

Data updated through August 2026

Investment policy — Policies issued since 2004

Track details

Track number: 15443
Track type: Policies issued since 2004
Savings type: Polisat Hisachon (פוליסת חיסכון)
Managing institution: כלל חברה לביטוח בע"מ

Assets and exposures

Total assets managed in this fund (₪ millions): 413.24
Liquid-asset share: 86.50%
Total equity exposure: 99.67%
Foreign exposure: 4.02%
Foreign-currency exposure: 5.23%
Equity exposure from asset allocation: 98.26%
Standard deviation: No data
Sharpe ratio: No data

Returns and management fees

Return in the last month: -1.09%
Year-to-date return: 12.05%
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: 0.41%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Equities, options and equity ETFs	98.26%	406.05
Cash and cash equivalents	1.73%	7.16
Other assets	0.01%	0.03

Asset allocation