Pick your target allocation โ we'll rank real Israeli funds (CMA data ยท Gemel-Net + Pensia-Net ยท 1,000+ funds) by fit, returns, and fees. This is a taste of the Smart-World wallet's fund app.
โ Important โ read before using
This is an unrecognized product. We hold no license from the Israel Securities Authority or the Capital Market, Insurance & Savings Authority, and we are not affiliated with any fund manager, insurance company, or distributor โ we are independent and operate on our own. Nothing here constitutes investment advice, investment marketing, pension advice, or pension marketing. Past returns do not guarantee future returns. The data is a general presentation of public information and may be incorrect or out of date โ verify against Gemel-Net / Pensia-Net. We refresh our figures as soon as the regulator publishes new ones. The returns, allocations, fees and holdings shown here are public information that institutional bodies are legally required to publish under the Provident Funds (Financial Services Supervision) Law, 5765-2005, the Insurance Supervision Law, 5741-1981, and the circulars of the Commissioner of the Capital Market, Insurance & Savings Authority โ disclosed openly via the government's open-data portal (data.gov.il) and the institutions' own websites. All use of this tool is at your sole responsibility. We assume no liability for any decision or action based on these outputs. Consult a licensed investment advisor or pension agent before any decision.
๐ฏ Your target
Start with country + product type, then pick one of three ways to set your target: by age, by risk, or by market exposure (tuned to your country's regulation).
๐ By birth year
โ By risk
๐ By asset composition & countries
๐ Fine-tune the mix โ stocks / bonds / cash60/30/10
I'll search the web for real funds matching your target โ 1/3/5-year returns, allocation and fees โ each with a source link. Figures are estimates; verify against Gemel-Net.
โจ I found funds for you โ ask me anything about them. I also know your target and your assets.
โญ Best for youโ
Fund
Track
5Y
3Y
1Y
Mix
Fee
Risk
Full holdings list
Source
๐พ Save for comparison
๐
Looking up a specific fund?
Type a fund name and I'll pull the full breakdown โ holdings, returns, fees โ when a quarterly filing exists.
Help us build this right โ send us your thoughts.
We have many more tools on the way. Because of TDD constraints, we desperately need people to use them, try them, and give us insight, criticism, and suggestions. Whether you feel like being nice and helpful or mean and critical โ we'd love to hear from you.
Or โ
create a free account
to get this tool connected to your real portfolio + 14 other wallet tools.
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