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 פנסיה - מסלול 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
₪14,120+41.2%
The dashed line is the amount put in.
November 2011December 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 November 2011.
This is how the fund's money was invested in December 2025.
- Exposure to shares
- 25.9%
- Exposure abroad
- 34.1%
- Exposure to foreign currency
- 16.7%
- Liquid assets
- 78.6%
Over the last 12 months the fund received 600 million shekels in deposits and paid out 2.2 billion shekels in withdrawals.
- Deposits600 million shekels
- Withdrawals2.2 billion shekels
- Transfers between funds, in less out+632 million shekels
- Net inflow after withdrawals and transfers-1.0 billion shekels
These amounts cover the last twelve months.
Over 5 years the fund returned +7.14% a year on average.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, December 2025 | +0.73% | – |
| Since the start of 2025 | +11.31% | – |
| 3 years | +31.09% | +9.44% |
| 5 years | +41.20% | +7.14% |
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
- target retirement year
- Managed by
- Menora Mivtachim
- Fee on deposits
- 1.73%
- Class in the Authority's reports
- New pension fund
- In the Authority's reports since
- November 2011
- Started on
- 13 November 2011
- Number in the Authority's reports
- 2012
These are the risk measures the Authority reports for the last 60 months.
- Standard deviation
- 2.70%How far the monthly return moved around its average. A larger figure means bigger swings.
- Sharpe ratio
- 1.80The return above a risk-free return for each unit of risk. A larger figure means more return for the risk taken.
- Alpha
- 1.92The part of the return that the fund's exposure to the market does not explain.
These funds are close to this one in size.
- מיטב פנסיה מקיפה מניות7.6 billion shekels
- מור פנסיה מקיפה - מסלול לבני 50 ומטה7.7 billion shekels
- הפניקס פנסיה מקיפה - מסלול לבני 60 ומעלה7.1 billion shekels
- הראל פנסיה - גילאי 60 ומעלה7.0 billion shekels
- מנורה מבטחים פנסיה עוקב מדדי מניות7.0 billion shekels
- מיטב פנסיה מקיפה לבני 60 ומעלה6.9 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 פנסיה - מסלול יעד לפרישה 2025?
In the Authority's report for December 2025, the fee on the savings is 0.15% a year and the fee on deposits is 1.73%.
What were the returns of מנורה מבטחים פנסיה - מסלול יעד לפרישה 2025?
In December 2025, the return since the start of 2025 was +11.31%, and the average yearly return over 5 years was +7.14%. These returns are before management fees.
How much money does מנורה מבטחים פנסיה - מסלול יעד לפרישה 2025 hold?
The fund held 7.4 billion shekels at the end of December 2025, in the Authority's report.
Who may join מנורה מבטחים פנסיה - מסלול 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.