Savings Policy

עמוד הבית > Savings Policy

A savings policy is a short and medium-term investment product that includes a wide range of investment routes, depending on the ability and goals of each client. The policy is suitable for investment even in small amounts of a few thousand NIS, which can be deposited on a one-time basis or as a monthly standing order.

The product combines investment in the capital market with non-marketable assets such as real estate assets, investment funds and more, which reduces exposure to the capital market and may compensate for the decline in the Israeli and international markets in which the policy is invested.

Benefits of a Savings Policy

  • Customization according to your needs and goals

    In a savings policy, you can invest through a variety of investment routes – both in terms of a variable level of risk, high, low or medium, and in terms of exposure to various channels such as stocks, bonds, foreign exchange and more.

  • Funds are Liquid at all Times

    You can withdraw the funds and use them for any purpose at a time convenient to you, without paying tax or fines.

  • Attractive Cost

    The cost of the policy amounts to its management fee. This is in contrast to a mutual fund, which entails additional costs such as buying and selling commissions, maintenance fees and more.

  • The cost of the policy amounts to its management fee. This is in contrast to a mutual fund, which entails additional costs such as buying and selling commissions, maintenance fees and more.

    Possibility to create a monthly pension: Holders of the savings policy can receive a certain amount from it every month, just like a salary. This option does not exist in most mutual funds.
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