This fund's reports stopped after November 2023, so the figures are for that month, and the fund is not counted in the lists of funds that report today.
איי.אר.איי ישראל השתלמות בניהול אישי stopped reporting after November 2023.
These are its returns, fees, assets and risk in the Authority's report for November 2023, and how it compares with the funds on its track.
₪10,000 put in at the start of December 2018 would have become, by the end of November 2023
₪10,0000.0%
The dashed line is the amount put in.
June 2015November 2023
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 September 2013.
This is how the fund's money was invested in November 2023.
- Exposure to shares
- 17.2%
- Exposure abroad
- 37.3%
- Exposure to foreign currency
- 39.6%
- Liquid assets
- 67.1%
Over the last 12 months the fund received 9.2 million shekels in deposits and paid out 17.4 million shekels in withdrawals.
- Deposits9.2 million shekels
- Withdrawals17.4 million shekels
- Transfers between funds, in less out+31.1 million shekels
- Net inflow after withdrawals and transfers+22.9 million shekels
These amounts cover the last twelve months.
Over 5 years the fund returned 0.00% a year on average.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, November 2023 | 0.00% | – |
| Since the start of 2023 | 0.00% | – |
| 3 years | 0.00% | 0.00% |
| 5 years | 0.00% | 0.00% |
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
- general
- Managed by
- סלייס גמל
- Who may join
- Open to everyone
- In the Authority's reports since
- September 2013
- Started on
- undefined undefined NaN
- Number in the Authority's reports
- 2236
These are the risk measures the Authority reports for the last 60 months.
- Standard deviation
- 0.00%How far the monthly return moved around its average. A larger figure means bigger swings.
- Sharpe ratio
- -2.84The return above a risk-free return for each unit of risk. A larger figure means more return for the risk taken.
- Alpha
- -1.08The 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
- ק.ס.מ. קרן השתלמות לביוכימאים ומקרוביולוגים בע"מ276 million shekels
- גלובל נט השתלמות IRA458 million shekels
- אינפיניטי השתלמות כללי472 million shekels
- קרן השתלמות של העובדים באוניברסיטה העברית בירושלים כללי482 million shekels
- קרן השתלמות לשופטים490 million shekels
סלייס גמל has more study funds.
These are the questions people ask about this fund.
What are the management fees of איי.אר.איי ישראל השתלמות בניהול אישי?
In the Authority's report for November 2023, the fee on the savings is 0.34% a year and the fee on deposits is –.
What were the returns of איי.אר.איי ישראל השתלמות בניהול אישי?
In November 2023, the return since the start of 2023 was 0.00%, and the average yearly return over 5 years was 0.00%. These returns are before management fees.
How much money does איי.אר.איי ישראל השתלמות בניהול אישי hold?
The fund held 354 million shekels at the end of November 2023, in the Authority's report.
Who may join איי.אר.איי ישראל השתלמות בניהול אישי?
Open to everyone
The figures are from the monthly reports of the Capital Market, Insurance and Savings Authority for November 2023, read on 5 November 2026. Returns are before management fees, and past returns say nothing about future ones.