New Funds, Financial Data, 2000

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↓ Yields of New Pension Funds 1999 - 2000
↓ Investment Portfolio of New Pension Funds As of Year End 1998 - 2000
↓ Net Receipts of New Pension Funds 1998 - 2000
↓ Net Assets of New Pension Funds 1998 - 2000

 
Yields of New Pension Funds 1999 - 2000
 Percent
Pension Funds Real Yield Total Fund Assets Real Yield Unrestricted Investments
(30% of fund assets)
2000 1999 Average
'99-'00		 2000 1999 Average
'99-'00
Shiluv 5.86 6.60 6.23 7.18 8.95 8.06
Pisga 5.50 6.83 6.16 6.60 9.10 7.84
Mivtahim Yoter 5.04 6.92 5.98 4.98 10.86 7.88
Atudot Hadasha 5.51 6.29 5.90 6.39 8.74 7.56
Amit Rivhit 5.38 6.38 5.88 6.00 9.10 7.54
Manof Insurance 4.92 6.69 5.80 5.13 10.57 7.82
Netivot 3.88 7.55 5.70 1.18 12.86 6.86
Atidit Ishit 4.05 7.31 5.67 1.01 12.38 6.54
Makefet Ishit 4.63 6.69 5.65 3.58 10.53 7.00
Adi 4.65 6.66 5.65 3.88 9.99 6.89
Yozma Hadasha 5.33 5.88 5.60 6.20 7.62 6.91
Ahdut 4.59 6.50 5.54 3.36 8.81 6.05
Gil'ad 4.64 5.57 5.10 3.71 6.77 5.23
Yovlim 4.39 5.47 4.93 3.10 5.90 4.49
Meitivit 4.17 5.50 4.83 2.51 6.40 4.44
Magen Zahav 3.92 5.43 4.67 1.34 6.12 3.70
Teutza 3.72 4.32 4.02 0.78 2.65 1.71
Average 4.72 6.27 5.49 3.94 8.67 6.28
Weighted Average 4.81 6.55 5.67 4.26 9.71 6.93

 
Investment Portfolio of New Pension Funds As of Year End 1998 - 2000
 Millions of N.I.S, adjusted by the change in CPI as of December 31, 2000
Asset 2000 1999 1998
N.I.S Percent N.I.S Percent N.I.S Percent
Earmarked bonds (5.05%) 5,400 70.31% 3,839 70.47% 2,578 71.14%
Tradable government bonds 1,347 17.54% 1,037 19.04% 658 18.17%
Tradable shares 194 2.52% 121 2.22% 65 1.79%
Indexed deposits 180 2.34% 131 2.41% 115 3.18%
Treasury bills 146 1.90% 18 0.34% 24 0.68%
Tradable corporate bonds rated AA or higher 130 1.69% 120 2.21% 43 1.19%
Nontradable corporate bonds 88 1.14% 40 0.73% 29 0.81%
Short term deposits (up to 3 months) 69 0.90% 40 0.74% 62 1.71%
Loans 41 0.53% 15 0.27% 1 0.02%
Other tradable corporate bonds 40 0.52% 27 0.50% 19 0.53%
Mutual funds 21 0.27% 14 0.26% 2 0.06%
Cash 13 0.17% 7 0.12%    
Nontradable shares 8 0.11%        
Venture capital funds 2 0.03%        
Mortgage portfolios 2 0.03% 3 0.05% 4 0.10%
Real estate            
Other untradable assets
(mainly fixed assests)		         13 0.37%
Other tradable securities     35 0.64% 9 0.25%
Total 7,680 100.00% 5,448 100.00% 3,624 100.00%
 
Net Receipts of New Pension Funds 1998 - 2000
Millions of N.I.S, adjusted by the change in CPI as of December 31, 2000
Pension Funds 2000 1999 1998 Year To Year Change
Net Receipts Share Net Receipts Share Net Receipts Share '99-'00 '98-'99
Mivtahim Yoter 1,111 51.6% 917 53.2% 780 53.6% 21.2% 17.6%
Makefet Ishit 313 14.5% 246 14.3% 209 14.4% 27.2% 17.7%
Meitivit 180 8.4% 146 8.5% 134 9.2% 23.3% 9.0%
Atudot Hadasha 112 5.2% 67 3.9% 40 2.7% 67.2% 67.5%
Teutza 104 4.8% 82 4.8% 61 4.2% 26.8% 34.4%
Gil’ad 93 4.3% 70 4.1% 51 3.5% 32.9% 37.3%
Netivot 53 2.5% 41 2.4% 38 2.6% 29.3% 7.9%
Amit Rivhit 35 1.6% 24 1.4% 18 1.2% 45.8% 33.3%
Yovlim 31 1.4% 25 1.5% 27 1.9% 24.0% -7.4%
Yozma Hadasha 31 1.4% 31 1.8% 22 1.5%   40.9%
Adi 25 1.2% 19 1.1% 13 0.9% 31.6% 46.2%
Pisga 20 0.9% 16 0.9% 14 1.0% 25.0% 14.3%
Atidit Ishit 15 0.7% 13 0.8% 11 0.8% 15.4% 18.2%
Shiluv 10 0.5% 9 0.5% 5 0.3% 11.1% 80.0%
Ahdut 9 0.4% 8 0.5% 12 0.8% 12.5% -33.3%
Magen Zahav 8 0.4% 7 0.4% 4 0.3% 14.3% 75.0%
Manof Insurance 5 0.2% 2 0.1% 17 1.2% 150.0% -88.2%
Total 2,155 100.0% 1,723 100.0% 1,456 100.0%    
 
Net Assets of New Pension Funds 1998 - 2000
Millions of N.I.S, adjusted by the change in CPI as of December 31, 2000
Pension Funds 2000 1999 1998 Year To Year Change
Net Assets Market Share Net Assets Market Share Net Assets Market Share '99-'00 '98-'99
Mivtahim Yoter 4,146 54.0% 2,981 54.7% 1,998 55.1% 39.1% 49.2%
Makefet Ishit 1,049 13.7% 731 13.4% 470 13.0% 43.5% 55.4%
Meitivit 631 8.2% 448 8.2% 300 8.3% 40.9% 49.1%
Teutza 324 4.2% 218 4.0% 134 3.7% 48.9% 61.8%
Gil'ad 279 3.6% 184 3.4% 112 3.1% 51.5% 64.0%
Atudot Hadasha 253 3.3% 142 2.6% 77 2.1% 77.5% 84.1%
Yovlim 225 2.9% 189 3.5% 158 4.3% 19.1% 20.0%
Netivot 189 2.5% 136 2.5% 91 2.5% 39.1% 49.0%
Amit Rivhit 110 1.4% 73 1.3% 47 1.3% 50.0% 54.4%
Yozma Hadasha 108 1.4% 75 1.4% 45 1.2% 43.8% 67.5%
Manof Insurance 94 1.2% 87 1.6% 80 2.2% 9.0% 8.4%
Adi 65 0.9% 40 0.7% 21 0.6% 62.5% 94.2%
Pisga 57 0.7% 38 0.7% 23 0.6% 50.8% 66.9%
Ahdut 51 0.7% 41 0.8% 31 0.9% 24.1% 30.3%
Atidit Ishit 51 0.7% 36 0.7% 23 0.6% 41.1% 56.8%
Shiluv 27 0.3% 16 0.3% 7 0.2% 62.5% 132.7%
Magen Zahav 22 0.3% 13 0.2% 6 0.2% 64.2% 105.0%
Total 7,680 100.0% 5,448 100.0% 3,624 100.0% 41.0% 50.0%




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