This fund's reports stopped after June 2026, 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 2035 stopped reporting after June 2026.
These are its returns, fees, assets and risk in the Authority's report for June 2026, and how it compares with the funds on its track.
₪10,000 put in at the start of July 2021 would have become, by the end of June 2026
₪14,013+40.1%
The dashed line is the amount put in.
June 2016June 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.
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 June 2026.
- Exposure to shares
- 42.5%
- Exposure abroad
- 35.8%
- Exposure to foreign currency
- 16.9%
- Liquid assets
- 80.8%
Over the last 12 months the fund received 95.1 million shekels in deposits and paid out 55.5 million shekels in withdrawals.
- Deposits95.1 million shekels
- Withdrawals55.5 million shekels
- Transfers between funds, in less out-8.1 million shekels
- Net inflow after withdrawals and transfers+31.5 million shekels
These amounts cover the last twelve months.
Over 5 years the fund returned +6.98% a year on average.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, June 2026 | -0.55% | – |
| Since the start of 2026 | +5.23% | – |
| 3 years | +37.66% | +11.24% |
| 5 years | +40.13% | +6.98% |
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
- 1.05%
- 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
- 1638
These are the risk measures the Authority reports for the last 60 months.
- Standard deviation
- 5.27%How far the monthly return moved around its average. A larger figure means bigger swings.
- Sharpe ratio
- 1.07The return above a risk-free return for each unit of risk. A larger figure means more return for the risk taken.
These funds are close to this one in size.
- כלל פנסיה הלכה1.1 billion shekels
- כלל פנסיה משלימה עוקב מדד S&P 5001.1 billion shekels
- הראל פנסיה כללית - כללי998 million shekels
- הפניקס פנסיה משלימה- שריעה1.1 billion shekels
- אלטשולר שחם פנסיה מקיפה עוקב מדדי מניות1.2 billion shekels
- מגדל מקפת משלימה כללי1.2 billion 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 2035?
In the Authority's report for June 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 - יעד לפרישה 2035?
In June 2026, the return since the start of 2026 was +5.23%, and the average yearly return over 5 years was +6.98%. These returns are before management fees.
How much money does מנורה מבטחים משלימה - יעד לפרישה 2035 hold?
The fund held 1.1 billion shekels at the end of June 2026, in the Authority's report.
Who may join מנורה מבטחים משלימה - יעד לפרישה 2035?
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 2026, read on 5 November 2026. Returns are before management fees, and past returns say nothing about future ones.