הפניקס חברה לביטוח בע"מ

Phoenix Equity Index-Tracking Track

Data updated through August 2026

Investment policy — Policies issued since 2004

Track details

Track number: 15530
Track type: Policies issued since 2004
Savings type: Polisat Hisachon (פוליסת חיסכון)
Managing institution: הפניקס חברה לביטוח בע"מ

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Assets and exposures

Total assets managed in this fund (₪ millions): 1,432.47
Liquid-asset share: 84.00%
Total equity exposure: 98.63%
Foreign exposure: 11.61%
Foreign-currency exposure: 0.35%
Equity exposure from asset allocation: 98.63%
Standard deviation: No data
Sharpe ratio: No data

Returns and management fees

Return in the last month: 0.75%
12-month return: 23.13%
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: No data

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Equities, options and equity ETFs	98.63%	1,412.83
Cash and cash equivalents	1.35%	19.37
Other assets	0.02%	0.27

Asset allocation