This fund's reports stopped after June 2024, so the figures are for that month, and the fund is not counted in the lists of funds that report today.
ילין לפידות קרן השתלמות מסלול אג"ח עד 15% מניות stopped reporting after June 2024.
These are its returns, fees, assets and risk in the Authority's report for June 2024, and how it compares with the funds on its track.
₪10,000 put in at the start of July 2019 would have become, by the end of June 2024
₪11,647+16.5%
The dashed line is the amount put in.
January 2019June 2024
This follows the fund's own monthly returns, which are before its management fees, so it shows the fund's growth and not what a saver's balance would be.
This chart sets each year's return against the average of the funds of the same kind.
Only years the fund reported in full are shown, and each year's return is its twelve monthly returns compounded.
The fund's assets have changed like this since November 2018.
This is how the fund's money was invested in June 2024.
- Exposure to shares
- 14.3%
- Exposure abroad
- 28.4%
- Exposure to foreign currency
- 19.9%
- Liquid assets
- 88.1%
Over the last 12 months the fund received 14.3 million shekels in deposits and paid out 14.2 million shekels in withdrawals.
- Deposits14.3 million shekels
- Withdrawals14.2 million shekels
- Transfers between funds, in less out+80.4 million shekels
- Net inflow after withdrawals and transfers+80.5 million shekels
These amounts cover the last twelve months.
Over 5 years the fund returned +3.10% a year on average.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, June 2024 | +0.84% | – |
| Since the start of 2024 | +2.51% | – |
| 3 years | +6.80% | +2.22% |
| 5 years | +16.47% | +3.10% |
The Authority states that these returns are before the fund's management fees, on the explanation pages of gemelnet.cma.gov.il. Past returns say nothing about future ones.
These are the fund's details in the Authority's reports.
- Kind of fund
- study fund
- Track
- bonds with up to 25% stocks
- Managed by
- Yelin Lapidot
- Who may join
- Open to everyone
- In the Authority's reports since
- November 2018
- Started on
- 28 November 2018
- Number in the Authority's reports
- 12530
These are the risk measures the Authority reports for the last 60 months.
- Standard deviation
- 4.47%How far the monthly return moved around its average. A larger figure means bigger swings.
- Sharpe ratio
- 0.31The return above a risk-free return for each unit of risk. A larger figure means more return for the risk taken.
- Alpha
- 0.60The part of the return that the fund's exposure to the market does not explain.
These funds are close to this one in size.
- איילון קרן השתלמות כללי340 million shekels
- כלל השתלמות עוקב מדדי מניות324 million shekels
- הפניקס השתלמות עוקב מדדי מניות348 million shekels
- מגדל השתלמות מסלול עוקב מדדים - גמיש297 million shekels
- ילין לפידות קרן השתלמות מסלול מניות סחיר293 million shekels
- ילין לפידות קרן השתלמות מסלול עוקב מדדים גמיש292 million shekels
Yelin Lapidot has more study funds.
- ילין לפידות קרן השתלמות מסלול כללי21.2 billion shekels
- ילין לפידות קרן השתלמות מסלול מניות12.4 billion shekels
- ילין לפידות קרן השתלמות מסלול אג"ח עם מניות (עד 25% מניות)4.1 billion shekels
- ילין לפידות קרן השתלמות מסלול עוקב מדד S&P 500836 million shekels
- ילין לפידות קרן השתלמות מסלול אשראי ואג"ח478 million shekels
- ילין לפידות קרן השתלמות מסלול מניות סחיר293 million shekels
These are the questions people ask about this fund.
What are the management fees of ילין לפידות קרן השתלמות מסלול אג"ח עד 15% מניות?
In the Authority's report for June 2024, the fee on the savings is 0.66% a year and the fee on deposits is –.
What were the returns of ילין לפידות קרן השתלמות מסלול אג"ח עד 15% מניות?
In June 2024, the return since the start of 2024 was +2.51%, and the average yearly return over 5 years was +3.10%. These returns are before management fees.
How much money does ילין לפידות קרן השתלמות מסלול אג"ח עד 15% מניות hold?
The fund held 333 million shekels at the end of June 2024, in the Authority's report.
Who may join ילין לפידות קרן השתלמות מסלול אג"ח עד 15% מניות?
Open to everyone
The figures are from the monthly reports of the Capital Market, Insurance and Savings Authority for June 2024, read on 5 November 2026. Returns are before management fees, and past returns say nothing about future ones.