This fund's reports stopped after December 2024, so the figures are for that month, and the fund is not counted in the lists of funds that report today.
הילה לבני 50 עד 60 stopped reporting after December 2024.
These are its returns, fees, assets and risk in the Authority's report for December 2024, and how it compares with the funds on its track.
₪10,000 put in at the start of January 2020 would have become, by the end of December 2024
₪12,832+28.3%
The dashed line is the amount put in.
February 2016December 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 2015.
This is how the fund's money was invested in December 2024.
- Exposure to shares
- 46.0%
- Exposure abroad
- 35.3%
- Exposure to foreign currency
- 21.6%
- Liquid assets
- 89.6%
Over the last 12 months the fund received 8.5 million shekels in deposits and paid out 0.5 million shekels in withdrawals.
- Deposits8.5 million shekels
- Withdrawals0.5 million shekels
- Transfers between funds, in less out-3.2 million shekels
- Net inflow after withdrawals and transfers+4.8 million shekels
These amounts cover the last twelve months.
Over 5 years the fund returned +5.11% a year on average.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, December 2024 | +0.79% | – |
| Since the start of 2024 | +12.42% | – |
| 3 years | +11.46% | +3.68% |
| 5 years | +28.32% | +5.11% |
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
- provident fund for benefits and severance
- Track
- age 50 to 60
- Managed by
- Menora Mivtachim
- Fee on deposits
- 0.00%
- Who may join
- Closed to the public, for the employees of one sector
- In the Authority's reports since
- November 2015
- Started on
- 20 October 2015
- Number in the Authority's reports
- 9797
These are the risk measures the Authority reports for the last 60 months.
- Standard deviation
- 8.34%How far the monthly return moved around its average. A larger figure means bigger swings.
- Sharpe ratio
- 0.53The return above a risk-free return for each unit of risk. A larger figure means more return for the risk taken.
- Alpha
- -0.24The part of the return that the fund's exposure to the market does not explain.
These funds are close to this one in size.
- מחוג מסלול לבני 50 עד 60104 million shekels
- קופת גמל מחר לבני 50 עד 6024.7 million shekels
- מור מנורה מבטחים - מסלול לבני 50 עד 60115 million shekels
- עוצ"מ - אגודה שיתופית לניהול קופות גמל בע"מ - מסלול לבני 50 עד 6021.1 million shekels
- קופת התגמולים לעובדי האוניברסיטה העברית בירושלים 50-603.3 million shekels
- קופת גמל אישית לפיצויים של העובדים בעיריית תל-אביב יפו - מסלול לבני 50-60163 million shekels
Menora Mivtachim has more provident funds for benefits and severance.
- מנורה מבטחים תגמולים ופיצויים מסלול לבני 50 עד 605.5 billion shekels
- מור מנורה מבטחים - מסלול לבני 50 עד 60115 million shekels
- מנורה מבטחים תגמולים ופיצויים מסלול לבני 50 ומטה4.9 billion shekels
- מנורה מבטחים יותר מסלול ג'4.3 billion shekels
- מנורה מבטחים תגמולים ופיצויים מסלול לבני 60 ומעלה3.5 billion shekels
- מנורה מבטחים תגמולים ופיצויים מסלול מניות1.5 billion shekels
These are the questions people ask about this fund.
What are the management fees of הילה לבני 50 עד 60?
In the Authority's report for December 2024, the fee on the savings is 0.22% a year and the fee on deposits is 0.00%.
What were the returns of הילה לבני 50 עד 60?
In December 2024, the return since the start of 2024 was +12.42%, and the average yearly return over 5 years was +5.11%. These returns are before management fees.
How much money does הילה לבני 50 עד 60 hold?
The fund held 68.7 million shekels at the end of December 2024, in the Authority's report.
Who may join הילה לבני 50 עד 60?
Closed to the public, for the employees of one sector
The figures are from the monthly reports of the Capital Market, Insurance and Savings Authority for December 2024, read on 5 November 2026. Returns are before management fees, and past returns say nothing about future ones.