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.
מור פנסיה מקיפה - אג"ח עד 25% מניות 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 2022 would have become, by the end of June 2024
₪11,366+13.7%
The dashed line is the amount put in.
July 2022June 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 July 2022.
This is how the fund's money was invested in June 2024.
- Exposure to shares
- 22.1%
- Exposure abroad
- 17.9%
- Exposure to foreign currency
- 16.6%
- Liquid assets
- 84.2%
Over the last 12 months the fund received 0.2 million shekels in deposits and paid out 0.0 million shekels in withdrawals.
- Deposits0.2 million shekels
- Withdrawals0.0 million shekels
- Transfers between funds, in less out+0.7 million shekels
- Net inflow after withdrawals and transfers+0.9 million shekels
These amounts cover the last twelve months.
These are the returns the fund has reported.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, June 2024 | +0.75% | – |
| Since the start of 2024 | +4.23% | – |
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
- bonds with up to 25% stocks
- Managed by
- More
- Fee on deposits
- 1.00%
- Class in the Authority's reports
- New pension fund
- In the Authority's reports since
- July 2022
- Started on
- 22 February 2022
- Number in the Authority's reports
- 13917
These funds are close to this one in size.
- כלל פנסיה משלימה עוקב מדדים למקבלי קצבה1.5 million shekels
- מסלול בסיסי למקבלי קצבה1.4 million shekels
- מור פנסיה מקיפה הלכה1.3 million shekels
- אלטשולר שחם פנסיה כללית עוקב מדדים למקבלי קצבה1.3 million shekels
- מור פנסיה כללית - עוקב מדדים גמיש1.2 million shekels
- מור פנסיה כללית מתמחים באפיקי השקעה סחירים אג"ח סחיר1.7 million shekels
More has more pension funds.
- מור פנסיה מקיפה - מסלול לבני 50 ומטה7.7 billion shekels
- מור פנסיה מקיפה - מניות6.6 billion shekels
- מור פנסיה מקיפה - מסלול לבני 50 עד 603.7 billion shekels
- מור פנסיה מקיפה - מסלול לבני 60 ומעלה1.3 billion shekels
- מור פנסיה מקיפה מתמחים באפיקי השקעה סחירים מניות סחיר943 million shekels
- מור פנסיה מקיפה עוקבי מדדים עוקב מדד S&P 500561 million shekels
These are the questions people ask about this fund.
What are the management fees of מור פנסיה מקיפה - אג"ח עד 25% מניות?
In the Authority's report for June 2024, the fee on the savings is 0.22% a year and the fee on deposits is 1.00%.
What were the returns of מור פנסיה מקיפה - אג"ח עד 25% מניות?
In June 2024, the return since the start of 2024 was +4.23%, and the average yearly return over 5 years was –. These returns are before management fees.
How much money does מור פנסיה מקיפה - אג"ח עד 25% מניות hold?
The fund held 1.4 million shekels at the end of June 2024, in the Authority's report.
Who may join מור פנסיה מקיפה - אג"ח עד 25% 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 June 2024, read on 5 November 2026. Returns are before management fees, and past returns say nothing about future ones.