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.
הכשרה 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 July 2019 would have become, by the end of June 2024
₪15,917+59.2%
The dashed line is the amount put in.
March 2017June 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 March 2017.
This is how the fund's money was invested in June 2024.
- Exposure to shares
- 99.5%
- Exposure abroad
- 108.4%
- Exposure to foreign currency
- 98.9%
- Liquid assets
- 99.6%
An exposure is the amount the Authority reports divided by the fund's assets, so one figure can be above 100%.
Over 5 years the fund returned +9.74% a year on average.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, June 2024 | +5.46% | – |
| Since the start of 2024 | +19.25% | – |
| 3 years | +36.41% | +10.90% |
| 5 years | +59.17% | +9.74% |
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
- Hachshara
- Fee on deposits
- 0.00%
- Class in the Authority's reports
- Policies issued from 2004
- In the Authority's reports since
- March 2017
- Number in the Authority's reports
- 8834
These are the risk measures the Authority reports for the last 60 months.
- Standard deviation
- 9.66%How far the monthly return moved around its average. A larger figure means bigger swings.
- Sharpe ratio
- 1.09The return above a risk-free return for each unit of risk. A larger figure means more return for the risk taken.
- Alpha
- 4.44The 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 חברה לביטוח בע"מ עוקב מדדים - גמיש401 million shekels
- מגדל מסלול עוקב מדדים - גמיש350 million shekels
- מנורה מבטחים ביטוח בע"מ עוקב מדדים גמיש283 million shekels
- הראל מסלול עוקב מדדים- אג"ח עם מניות (עד 25% מניות)208 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
Hachshara has more insurance savings tracks.
- הכשרה חברה לביטוח בע"מ - עוקב מדדים גמיש38.5 million shekels
- הכשרה חברה לביטוח בע"מ - מנוהל באמצעות מיטב ניהול תיקים בע"מ - כללי6.4 billion shekels
- הכשרה חברה לביטוח בע"מ- כללי4.9 billion shekels
- הכשרה חברה לביטוח בע"מ - ילין לפידות ניהול תיקי השקעות בע"מ - כללי3.4 billion shekels
- הכשרה- מור בית השקעות ניהול תיקים בע"מ- כללי3.4 billion shekels
- הכשרה - אלטשולר שחם בע"מ - כללי2.1 billion shekels
These are the questions people ask about this fund.
What are the management fees of הכשרה חברה לביטוח בע"מ כללי פאסיבי?
In the Authority's report for June 2024, the fee on the savings is 0.81% a year and the fee on deposits is 0.00%.
What were the returns of הכשרה חברה לביטוח בע"מ כללי פאסיבי?
In June 2024, the return since the start of 2024 was +19.25%, and the average yearly return over 5 years was +9.74%. These returns are before management fees.
How much money does הכשרה חברה לביטוח בע"מ כללי פאסיבי hold?
The fund held 515 million shekels at the end of June 2024, in the Authority's report.
Who may join הכשרה 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.