מנורה מבטחים חברה לביטוח בע"מ

Menora Mivtachim Insurance Ltd. Shekel Money Market Track

Data updated through August 2026

Investment policy — Policies issued since 2004

Track details

Track number: 41
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): 166.67
Liquid-asset share: 100.00%
Total equity exposure: No data
Foreign exposure: No data
Foreign-currency exposure: No data
Equity exposure from asset allocation: No data
Standard deviation: 0.66%
Sharpe ratio: -0.59

Returns and management fees

Return in the last month: 0.28%
Year-to-date return: 2.56%
36-month cumulative return: 13.5%
60-month cumulative return: 16.0%
Average annual return over the last 3 years: 4.32%
Average annual return over the last 5 years: 3.01%
Average management fees paid by fund members: 0.78%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	38.97%	64.96
Cash and cash equivalents	61.03%	101.72

Asset allocation