אנליסט קרן השתלמות משולב סחיר holds 563 million shekels and charges 0.62% a year on the savings.
These are its returns, fees, assets and risk in the Authority's report for September 2026, and how it compares with the funds on its track.
₪10,000 put in at the start of October 2021 would have become, by the end of September 2026
₪12,496+25.0%
The dashed line is the amount put in.
April 2015September 2026
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.
Among the 12 study funds on the mixed traded assets track, this is where the fund stands.
Each dot is a fund on the track, the large dot is this one, and it stands at place 3 of 12 by assets.
Since the start of the year-0.48%
Place 11 of 11 from the highest, and the funds' average is +6.39%.
3 years, yearly average+3.56%
Place 3 of 3 from the highest, and the funds' average is +13.88%.
5 years, yearly average+4.56%
Place 3 of 3 from the highest, and the funds' average is +9.84%.
Fee on savings0.62%
Place 9 of 10 from the lowest, and the funds' average is 0.53%.
This chart sets each year's return against the average of the funds on the same track.
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 February 2015.
This is how the fund's money was invested in September 2026.
- Exposure to shares
- 47.6%
- Exposure abroad
- 111.6%
- Exposure to foreign currency
- 97.1%
- Liquid assets
- 94.7%
An exposure is the amount the Authority reports divided by the fund's assets, so one figure can be above 100%.
Over the last 12 months the fund received 47.5 million shekels in deposits and paid out 23.1 million shekels in withdrawals.
- Deposits47.5 million shekels
- Withdrawals23.1 million shekels
- Transfers between funds, in less out-541 million shekels
- Net inflow after withdrawals and transfers-517 million shekels
These amounts cover the last twelve months.
Over 5 years the fund returned +4.56% a year on average.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, September 2026 | +0.86% | – |
| Since the start of 2026 | -0.48% | – |
| 3 years | +11.07% | +3.56% |
| 5 years | +24.96% | +4.56% |
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
- mixed traded assets
- Managed by
- Analyst
- Who may join
- Open to everyone
- In the Authority's reports since
- February 2015
- Started on
- 18 January 2015
- Number in the Authority's reports
- 8779
These are the risk measures the Authority reports for the last 60 months.
- Standard deviation
- 6.55%How far the monthly return moved around its average. A larger figure means bigger swings.
- Sharpe ratio
- 0.06The return above a risk-free return for each unit of risk. A larger figure means more return for the risk taken.
- Alpha
- 1.32The part of the return that the fund's exposure to the market does not explain.
These funds are close to this one in size.
- כלל השתלמות אשראי ואג"ח עם מניות (עד 25% מניות)556 million shekels
- הראל השתלמות משולב סחיר550 million shekels
- מור קרן השתלמות לשכירים ולעצמאים מתמחים באפיקי השקעה סחירים משולב סחיר1.3 billion shekels
- כלל השתלמות משולב סחיר268 million shekels
- מיטב השתלמות משולב סחיר3.2 billion shekels
- אלטשולר שחם השתלמות משולב סחיר241 million shekels
Analyst has more study funds.
- אנליסט השתלמות כללי22.3 billion shekels
- אנליסט השתלמות מניות17.6 billion shekels
- אנליסט מסלולית - קרן השתלמות עוקב מדדים - גמיש1.5 billion shekels
- אנליסט קרן השתלמות עוקב מדד S&P 5001.5 billion shekels
- אנליסט קרן השתלמות - אשראי ואג"ח עד 25% מניות549 million shekels
- אנליסט מסלולית - קרן השתלמות עוקב מדדי מניות423 million shekels
These are the questions people ask about this fund.
What are the management fees of אנליסט קרן השתלמות משולב סחיר?
In the Authority's report for September 2026, the fee on the savings is 0.62% a year and the fee on deposits is –.
What were the returns of אנליסט קרן השתלמות משולב סחיר?
In September 2026, the return since the start of 2026 was -0.48%, and the average yearly return over 5 years was +4.56%. These returns are before management fees.
How much money does אנליסט קרן השתלמות משולב סחיר hold?
The fund held 563 million shekels at the end of September 2026, in the Authority's report.
Who may join אנליסט קרן השתלמות משולב סחיר?
Open to everyone
The figures are from the monthly reports of the Capital Market, Insurance and Savings Authority for September 2026, read on 5 November 2026. Returns are before management fees, and past returns say nothing about future ones.