מנורה מבטחים משלימה מסלול לבני 60 ומעלה holds 1.3 billion 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
₪13,470+34.7%
The dashed line is the amount put in.
June 2016September 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 age 60 and over 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+5.66%
Place 11 of 18 from the highest, and the funds' average is +5.75%.
3 years, yearly average+10.04%
Place 10 of 18 from the highest, and the funds' average is +9.90%.
5 years, yearly average+6.14%
Place 8 of 14 from the highest, and the funds' average is +6.22%.
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 June 2016.
This is how the fund's money was invested in September 2026.
- Exposure to shares
- 31.0%
- Exposure abroad
- 34.2%
- Exposure to foreign currency
- 13.8%
- Liquid assets
- 80.6%
Over the last 12 months the fund received 122 million shekels in deposits and paid out 187 million shekels in withdrawals.
- Deposits122 million shekels
- Withdrawals187 million shekels
- Transfers between funds, in less out+123 million shekels
- Net inflow after withdrawals and transfers+57.8 million shekels
These amounts cover the last twelve months.
Over 5 years the fund returned +6.14% a year on average.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, September 2026 | -0.17% | – |
| Since the start of 2026 | +5.66% | – |
| 3 years | +33.24% | +10.04% |
| 5 years | +34.70% | +6.14% |
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
- age 60 and over
- Managed by
- Menora Mivtachim
- Fee on deposits
- 1.05%
- 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
- 1619
These are the risk measures the Authority reports for the last 60 months.
- Standard deviation
- 4.61%How far the monthly return moved around its average. A larger figure means bigger swings.
- Sharpe ratio
- 0.89The return above a risk-free return for each unit of risk. A larger figure means more return for the risk taken.
- Alpha
- 0.48The part of the return that the fund's exposure to the market does not explain.
These funds are close to this one in size.
- מור פנסיה מקיפה - מסלול לבני 60 ומעלה1.3 billion shekels
- אלטשולר שחם פנסיה מקיפה מסלול לבני 60 ומעלה2.5 billion shekels
- כלל פנסיה משלימה לבני 60 ומעלה614 million shekels
- מיטב פנסיה מקיפה לבני 60 ומעלה6.9 billion shekels
- מגדל מקפת משלימה לבני 60 ומעלה465 million shekels
- הראל פנסיה - גילאי 60 ומעלה7.0 billion shekels
Menora Mivtachim has more pension funds.
- מנורה מבטחים פנסיה - מסלול לבני 60 ומעלה19.3 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 מסלול לבני 60 ומעלה?
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 מסלול לבני 60 ומעלה?
In September 2026, the return since the start of 2026 was +5.66%, and the average yearly return over 5 years was +6.14%. These returns are before management fees.
How much money does מנורה מבטחים משלימה מסלול לבני 60 ומעלה hold?
The fund held 1.3 billion shekels at the end of September 2026, in the Authority's report.
Who may join מנורה מבטחים משלימה מסלול לבני 60 ומעלה?
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.