מנורה מבטחים משלימה עוקב מדדי מניות holds 799 million shekels and charges 0.26% 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
₪16,265+62.7%
The dashed line is the amount put in.
January 2021September 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 18 pension funds on the stock index tracking 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 8 of 18 by assets.
Since the start of the year+14.58%
Place 6 of 18 from the highest, and the funds' average is +13.54%.
3 years, yearly average+14.29%
Place 6 of 9 from the highest, and the funds' average is +16.77%.
5 years, yearly average+10.22%
Place 2 of 3 from the highest, and the funds' average is +11.64%.
Fee on savings0.26%
Place 18 of 18 from the lowest, and the funds' average is 0.16%.
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 2021.
This is how the fund's money was invested in September 2026.
- Exposure to shares
- 97.1%
- Exposure abroad
- 97.1%
- Exposure to foreign currency
- 69.9%
- Liquid assets
- 100.0%
Over the last 12 months the fund received 94.4 million shekels in deposits and paid out 27.7 million shekels in withdrawals.
- Deposits94.4 million shekels
- Withdrawals27.7 million shekels
- Transfers between funds, in less out-33.5 million shekels
- Net inflow after withdrawals and transfers+33.2 million shekels
These amounts cover the last twelve months.
Over 5 years the fund returned +10.22% a year on average.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, September 2026 | +0.40% | – |
| Since the start of 2026 | +14.58% | – |
| 3 years | +49.29% | +14.29% |
| 5 years | +62.65% | +10.22% |
The Authority states that these returns are before the fund's management fees, on the explanation pages of pensyanet.cma.gov.il. Past returns say nothing about future ones.
These are the fund's details in the Authority's reports.
- Kind of fund
- pension fund
- Track
- stock index tracking
- Managed by
- Menora Mivtachim
- Fee on deposits
- 1.05%
- Class in the Authority's reports
- General pension fund
- In the Authority's reports since
- January 2021
- Started on
- 29 December 2020
- Number in the Authority's reports
- 13352
These are the risk measures the Authority reports for the last 60 months.
- Standard deviation
- 8.45%How far the monthly return moved around its average. A larger figure means bigger swings.
- Sharpe ratio
- 1.01The return above a risk-free return for each unit of risk. A larger figure means more return for the risk taken.
- Alpha
- 2.28The part of the return that the fund's exposure to the market does not explain.
These funds are close to this one in size.
- מנורה מבטחים פנסיה מסלול אג"ח ממשלות793 million shekels
- מור פנסיה מקיפה - עוקב מדדי מניות398 million shekels
- כלל פנסיה עוקב מדדי מניות940 million shekels
- מגדל מקפת משלימה עוקב מדדי מניות368 million shekels
- אלטשולר שחם פנסיה מקיפה עוקב מדדי מניות1.2 billion shekels
- מיטב פנסיה כללית עוקב מדדי מניות353 million shekels
Menora Mivtachim has more pension funds.
- מנורה מבטחים פנסיה עוקב מדדי מניות7.0 billion shekels
- מנורה מבטחים פנסיה - כללי111 billion shekels
- מנורה מבטחים פנסיה - מסלול לבני 50 ומטה66.2 billion shekels
- מנורה מבטחים פנסיה - מסלול לבני 50-6038.1 billion shekels
- מנורה מבטחים פנסיה בסיסי למקבלי קצבה34.7 billion shekels
- מנורה מבטחים פנסיה - מסלול מניות23.8 billion shekels
These are the questions people ask about this fund.
What are the management fees of מנורה מבטחים משלימה עוקב מדדי מניות?
In the Authority's report for September 2026, the fee on the savings is 0.26% a year and the fee on deposits is 1.05%.
What were the returns of מנורה מבטחים משלימה עוקב מדדי מניות?
In September 2026, the return since the start of 2026 was +14.58%, and the average yearly return over 5 years was +10.22%. These returns are before management fees.
How much money does מנורה מבטחים משלימה עוקב מדדי מניות hold?
The fund held 799 million shekels at the end of September 2026, in the Authority's report.
Who may join מנורה מבטחים משלימה עוקב מדדי מניות?
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 September 2026, read on 5 November 2026. Returns are before management fees, and past returns say nothing about future ones.