January in pension funds: Clal also wins in pension

A month of beautiful positive returns for entities that manage pension funds, in the various time sections determined according to the Chilean model. Clal are the big winners this month in the two time sections up to the age of 50 and between 50-60. The Phoenix winners over the age of 60.

Track yields for those aged 50 and under – a comprehensive pension rule for those aged 50 and under, first place

Pension funds up to the age of 50, these are the funds that centralize the largest volume of assets, and are also at a relatively higher level of risk. Here the average return is 1.08% in January, in a relatively narrow range of 0.73% -1.44%. The average return one year back is 7.4, the average return for 3 years is 20.08% and the average return for 5 years is 40.69%.

A comprehensive pension rule for those aged 50 and under this month yields a yield of 1.44%. Clal has also been leading in yield in the past year with 8.89%. The yield for the last 3 years in general is 21.22%, and almost 41% for 5 years. In second place is Phoenix Comprehensive Pension track for those aged 50 and under with 1.24%.

With a return for 3 years and 5 years, Altshuler Shaham leads with a return of 24.87% and 55.38%, respectively. Altshuler Shaham peaked this month at 1.23%.

Track returns for those aged 50 to 60 – including a comprehensive pension – aged 50 to 60, first place

The 50-60 age track has a significantly lower volume, and a lower level of risk. Here the average yield is 1.02% ranging from 0.75% to 1.31%. The average return for the last year is 6.39%, and the average return for 3 years is 17.72% and for 5 years 33.61%.

Comprehensive pension rule – 50 to 60 year olds are also in this category in first place in yield with 1.31%. Clal are with a return of 7.69% in the last year, 19.19% for 3 years, and a return of 33.4 in the last 5 years. In second place, Phoenix is ​​also here a comprehensive pension track for 50- to 60-year-olds with 1.17%.

At a return for the past year, Ayalon is leading the best pension from Kafia – a route for 50- to 60-year-olds with a return of 7.85%. The best peak this month is a return of 0.75%.

Altshuler Shaham has a comprehensive pension for 50- to 60-year-old leaders with a return for 3 years and 5 years with 21.14% and 45.25%, respectively. Altshuler Shaham peaked this month at 1.03%.

Track yields for those aged 60 and over – The Phoenix Pension covers a route for those aged 60 and over in first place

A track over the age of 60, the solidest of the tracks, shows an average return of 0.76% in January, ranging from 0.65% to 0.98%. In the last year the average yield is 5.11%, for 3 years the average yield is 15.42%, and for 5 years the average yield is 28.05%.

In first place in this month’s returns are the Phoenix Pension Track for those aged 60 and over, with 0.98%. In the last year the Phoenix yield is 5.7% and for 3 years the yield is 16.46%. In second place is a personal perimeter tower – a route for people aged 60 and over with 0.77%.

In all other sections of time, Altshuler Shaham leads a comprehensive pension for those aged 60 and over. Yield in the last year of 6.55%, Yield for the last 3 years of 18.73%, and Yield for the last 5 years 32.29%. Altshuler Shaham peaked a return of 0.67% in January.