Sigma (4C) Israel Equity
Security No. 5120613
142.44%
2-year return²
31.07.2026 – 01.08.2024
185.16%
3-year return²
31.07.2026– 01.08.2023
Rank 1
In category by return
Over the last 2 years³
Rank 2
In category
Sharpe ratio 8.23
Over the last 2 years³
Rank 1
In category by return
Over the last 3 years⁴
Rank 2
In category
Sharpe ratio 10.71
Over the last 3 years⁴
Sector Breakdown
As of 31.07.2026
22.99%
Other
20.68%
Technology
12.94%
Commercial Banks
10.72%
Oil & Gas Exploration
7.09%
Real Estate, Construction & Agriculture
5.46%
Trade & Services
5.40%
Industry
5.39%
Investment & Holdings
4.51%
Insurance
2.94%
Biomed
1.88%
Financial Services
Sample Holdings
As of 31.07.2026
Fund Data
As of 31.07.2026
– approx. NIS 1,956.93 million
Fund's Net Asset Value
- 1.59%
Management fee¹
The fund manager does not undertake to achieve any return, including excess return. Past fund performance or ranking does not guarantee similar future performance or ranking.
¹Unless otherwise decided, subject to the fund manager's undertaking dated 29/02/2016 (reference no. 2016-03-037321). ²Note that the last day of the periods stated above is not necessarily the fund's last trading day in that period. ³Category: Israeli equity – by market cap – All Cap funds, out of 53 funds able to show return and Sharpe ratio for the period 01.08.2024–31.07.2026, per Pradicta system data. ⁴Category: Israeli equity – by market cap – All Cap funds, out of 51 funds able to show return and Sharpe ratio for the period 01.08.2023–31.07.2026, per Pradicta system data. ⁵Per the fund manager's estimate. This information does not constitute an offer to purchase fund units or advice, and is not based on the potential investor's personal data or specific needs. The offer of units is subject to the prospectus and immediate reports in effect.
To purchase the fund, contact your investment advisor