What is an Investment Fund?
Investment funds are considered one of the most advanced platforms in Israel's investment savings market. Unlike bank deposits with fixed and low interest rates, investment funds offer the ability to manage money through various investment tracks managed by leading investment houses – providing higher potential returns, especially in the long term.
Key Benefits
Long-term Returns
HighThe investment is managed through various investment tracks run by leading investment houses, with potential for higher returns than bank deposits, especially over the long term.
Full Liquidity
ImmediateFunds can be withdrawn at any time without penalties or special commitments. This provides freedom and flexibility to the client – money is always available when needed.
Unique Tax Benefits
SavingsOne of the biggest advantages is the ability to convert savings into a tax-free pension from age 60 and above. Not only does the investment generate returns over the years, but at retirement age you can enjoy a regular pension without paying taxes.
Personal Customization
FlexibleClients can choose investment tracks according to their personal profile – conservative, moderate, equity, or index tracking. Additionally, you can switch between tracks without cost and without creating a taxable event.
Available Investment Tracks
Conservative Track
ConservativeConservative investment mainly in bonds and short-term funds
Moderate Track
BalancedBalanced combination of stocks and bonds
Equity Track
AggressiveAggressive investment mainly in stocks with high return potential
Index Tracking Track
TrackingFollows Israeli and global stock market indices