כלל חברה לביטוח בע"מ מסלול לבני 50 ומטה holds 3.6 billion shekels and charges 0.64% a year on the savings.

Among the 10 insurance savings tracks on the age up to 50 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 10 by assets.

• Since the start of the year+9.45%

  Place 1 of 10 from the highest, and the funds' average is +8.21%.

  +6.69%+9.45%

• 3 years, yearly average+14.73%

  Place 3 of 10 from the highest, and the funds' average is +13.99%.

  +11.53%+15.98%

• 5 years, yearly average+8.83%

  Place 3 of 9 from the highest, and the funds' average is +8.40%.

  +6.63%+9.88%

• Fee on savings0.64%

  Place 4 of 10 from the lowest, and the funds' average is 0.96%.

  0.59%2.16%

All the insurance savings tracks on the age up to 50 track

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 January 2016.

This is how the fund's money was invested in September 2026.

Exposure to shares

59.4%

Exposure abroad

63.8%

Exposure to foreign currency

19.9%

Liquid assets

70.0%

Over 5 years the fund returned +8.83% a year on average.

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

Track

age up to 50

Managed by

Clal

Fee on deposits

2.12%

Class in the Authority's reports

Policies issued from 2004

In the Authority's reports since

January 2016

Number in the Authority's reports

9659

These are the risk measures the Authority reports for the last 60 months.

Standard deviation

6.69%How far the monthly return moved around its average. A larger figure means bigger swings.

Sharpe ratio

1.12The return above a risk-free return for each unit of risk. A larger figure means more return for the risk taken.

Alpha

0.84The part of the return that the fund's exposure to the market does not explain.

These funds are close to this one in size.

• הראל מסלול משתתף ברווחים בסיסי למקבלי קצבה3.5 billion shekels
• הראל מסלול לבני 50 ומטה2.4 billion shekels
• מגדל מסלול לבני 50 ומטה3.9 billion shekels
• מנורה מבטחים ביטוח בע"מ לבני 50 ומטה1.3 billion shekels
• הפניקס לבני 50 ומטה7.1 billion shekels
• איילון מסלול לבני 50 ומטה344 million shekels

Clal has more insurance savings tracks.

• כלל חברה לביטוח בע"מ מסלול לבני 50 ומטה פוליסות לפני 200428.6 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

• All 25 insurance savings tracks of Clal
• All funds of Clal
• Clal in the company register