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.
כלל חברה לביטוח בע"מ כללי פאסיבי 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 June 2023 would have become, by the end of June 2024
₪11,564+15.6%
The dashed line is the amount put in.
June 2023June 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.
The fund's assets have changed like this since June 2023.
This is how the fund's money was invested in June 2024.
- Exposure to shares
- 50.0%
- Exposure abroad
- 91.3%
- Exposure to foreign currency
- 99.1%
- Liquid assets
- 99.9%
These are the returns the fund has reported.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, June 2024 | +3.33% | – |
| Since the start of 2024 | +9.59% | – |
The Authority states that these returns are before the fund's management fees, on the explanation pages of bituachnet.cma.gov.il. Past returns say nothing about future ones.
These are the fund's details in the Authority's reports.
- Kind of fund
- insurance savings track
- Managed by
- Clal
- Class in the Authority's reports
- Policies issued from 2004
- In the Authority's reports since
- June 2023
- Number in the Authority's reports
- 14688
These funds are close to this one in size.
- מנורה מבטחים ביטוח בע"מ עוקב מדדים גמיש283 million shekels
- הראל מסלול עוקב מדדים- אג"ח עם מניות (עד 25% מניות)208 million shekels
- מגדל מסלול עוקב מדדים - גמיש350 million shekels
- כלל חברה לביטוח בע"מ עוקב מדדים - גמיש145 million shekels
- הפניקס עוקב מדדים עוקב מדדים אג"ח עם מניות (עד 25% מניות)126 million shekels
- איילון חברה לביטוח בע"מ עוקב מדדים - גמיש401 million shekels
Clal has more insurance savings tracks.
- כלל חברה לביטוח בע"מ עוקב מדדים - גמיש145 million shekels
- כלל-קרן י'49.8 billion shekels
- כלל חברה לביטוח בע"מ כללי14.2 billion shekels
- כלל חברה לביטוח בע"מ מסלול לבני 50 עד 6011.5 billion shekels
- כלל חברה לביטוח בע"מ מסלול בסיסי למקבלי קצבה פוליסות לפני 20046.2 billion shekels
- כלל חברה לביטוח בע"מ מניות4.7 billion shekels
These are the questions people ask about this fund.
What are the management fees of כלל חברה לביטוח בע"מ כללי פאסיבי?
The Authority's report for June 2024 gives no management fee for this fund.
What were the returns of כלל חברה לביטוח בע"מ כללי פאסיבי?
In June 2024, the return since the start of 2024 was +9.59%, and the average yearly return over 5 years was –. These returns are before management fees.
How much money does כלל חברה לביטוח בע"מ כללי פאסיבי hold?
The fund held 259 million shekels at the end of June 2024, in the Authority's report.
Who may join כלל חברה לביטוח בע"מ כללי פאסיבי?
The Authority's reports do not say who may join this kind of fund, and the company that manages it can say.
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.