This fund's reports stopped after December 2025, so the figures are for that month, and the fund is not counted in the lists of funds that report today.
מנורה מבטחים משלימה - יעד לפרישה 2025 stopped reporting after December 2025.
These are its returns, fees, assets and risk in the Authority's report for December 2025, and how it compares with the funds on its track.
₪10,000 put in at the start of January 2021 would have become, by the end of December 2025
₪13,085+30.8%
The dashed line is the amount put in.
June 2016December 2025
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 June 2016.
This is how the fund's money was invested in December 2025.
- Exposure to shares
- 24.5%
- Exposure abroad
- 36.2%
- Exposure to foreign currency
- 16.2%
- Liquid assets
- 76.3%
Over the last 12 months the fund received 76.0 million shekels in deposits and paid out 141 million shekels in withdrawals.
- Deposits76.0 million shekels
- Withdrawals141 million shekels
- Transfers between funds, in less out+2.7 million shekels
- Net inflow after withdrawals and transfers-62.7 million shekels
These amounts cover the last twelve months.
Over 5 years the fund returned +5.52% a year on average.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, December 2025 | +0.80% | – |
| Since the start of 2025 | +10.95% | – |
| 3 years | +28.50% | +8.72% |
| 5 years | +30.85% | +5.52% |
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
- target retirement year
- Managed by
- Menora Mivtachim
- Fee on deposits
- 1.06%
- Class in the Authority's reports
- General pension fund
- In the Authority's reports since
- June 2016
- Started on
- 31 December 2015
- Number in the Authority's reports
- 1609
These are the risk measures the Authority reports for the last 60 months.
- Standard deviation
- 3.85%How far the monthly return moved around its average. A larger figure means bigger swings.
- Sharpe ratio
- 0.93The return above a risk-free return for each unit of risk. A larger figure means more return for the risk taken.
- Alpha
- 0.24The part of the return that the fund's exposure to the market does not explain.
These funds are close to this one in size.
- הפניקס פנסיה מקיפה - מסלול מקבלי קצבה קיימים505 million shekels
- מיטב פנסיה כללית לבני 50 עד 60508 million shekels
- מור פנסיה מקיפה - מסלול בסיסי למקבלי קצבה516 million shekels
- מגדל מקפת משלימה לבני 60 ומעלה465 million shekels
- הראל פנסיה כללית - בסיסי למקבלי קצבה525 million shekels
- הפניקס פנסיה משלימה - מסלול בסיסי למקבלי קצבה456 million shekels
Menora Mivtachim has more pension funds.
- 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
- מנורה מבטחים פנסיה - מסלול לבני 60 ומעלה19.3 billion shekels
These are the questions people ask about this fund.
What are the management fees of מנורה מבטחים משלימה - יעד לפרישה 2025?
In the Authority's report for December 2025, the fee on the savings is 0.27% a year and the fee on deposits is 1.06%.
What were the returns of מנורה מבטחים משלימה - יעד לפרישה 2025?
In December 2025, the return since the start of 2025 was +10.95%, and the average yearly return over 5 years was +5.52%. These returns are before management fees.
How much money does מנורה מבטחים משלימה - יעד לפרישה 2025 hold?
The fund held 494 million shekels at the end of December 2025, in the Authority's report.
Who may join מנורה מבטחים משלימה - יעד לפרישה 2025?
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 December 2025, read on 5 November 2026. Returns are before management fees, and past returns say nothing about future ones.