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A Different World of Investing

Phoenix: A Different World of Investing

A New Opportunity To Invest In Your Savings:
With The Best Investment Managers In Israel And In The World

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Goldfus Insurance takes no responsibility for changes in Israeli legislation that may alter the accuracy of the above information. For clarification of any changes, please contact us.

Phoenix Presents: Another World Of Savings

For the first time in Israel: Global investment tracks with BlackRock Investment Management, one of the largest investment firms in the world – as part of the Phoenix Savings Policy.

When The Top Meets The Top

Along with a variety of investment tracks in the Phoenix Savings Management Individual Savings Policy, we have opened two new investment management investment tracks by global investment giant BlackRock:

  • Phoenix BlackRock Overseas Stock Investment Track
  • The General BlackRock Phoenix Investment Track

Investment management in these investment tracks will be fully performed by BlackRock’s investment experts, alongside the existing investment tracks managed by Phoenix’s investment experts.

For more information contact Avner Goldfus
02-5612223

Invest In The Pitch Of The Greats

The Phoenix BlackRock investment tracks allow you to enjoy advanced capabilities and access to global investments. All from Phoenix’s savings policy, which includes a variety of local and global investment tracks. It is possible at any time to change investment tracks, or to invest in several investment tracks at the same time. These are subject to Phoenix procedures in relation to the terms and management fees applicable to each investment track.

Contact Avner Goldfus for more information
02-5612223

Meet The Leading Team Of BlackRock

To provide you with the best, the BlackRock Phoenix investment tracks are managed by BlackRock’s leading team: Global Allocation Investment Team, with an impressive investment track record of over 20 years of experience in global investment management. Global investment management, with minimal volatility, is carried out through investments spread widely, and a search for investment opportunities that are advertised in over 40 countries.

Black Rock is one of the largest investment managers in the world

  • 500 Billion Dollars: Asset Management under the Strict Guidelines of Responsible Investment Approach (ESG)
  • 9 Trillion Dollars: Valued assets under management
  • 45 Funds: Gold, Silver or Copper Rated by Morningstar
  • 2,450 Investment Experts: From the best in the world with proven experience

Questions and Answers

What are the benefits of the savings policy over bank savings?

The funds in the bank savings plan usually carry low-interest rates and do not produce a reasonable return. In addition, opening a savings or bank deposit often involves closing the money for long periods, during which it cannot be withdrawn. In contrast, the savings policy allows you to withdraw money whenever necessary without penalties or restrictions – and to benefit from a variety of ways that allow your money to work for you. Like other investment channels, withdrawing funds involves paying tax on profits

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Why choose the Phoenix Savings Policy?

The Phoenix Savings Policy allows you to enjoy a wide variety of investment tracks in one place. The investment tracks are managed by investment managers from the best experts – in Israel and around the world, and include advanced capabilities for managing your money.

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Who is BlackRock?

BlackRock is a global investment house, considered the largest asset manager in the world. BlackRock manages global assets worth over $9 trillion, in more than 100 different countries, in the hands of experienced investment experts. Now the global experience and expertise is also available to Phoenix customers. In order to provide you with the most advanced capabilities in the world, we have selected BlackRock’s leading team, staffed by experts with a proven investment track record in increasing asset value.

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Who are the Phoenix BlackRock investment tracks for?

For investors seeking to benefit from the vanguard of the investment world and gain access to the most advanced investment instruments in the world for the purpose of increasing the return potential. This is within the framework of global investment paths.

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Wait, am I a BlackRock customer?

You’re a customer of Phoenix. BlackRock experts manage the investment in the BlackRock Phoenix investment tracks, but your address remains Phoenix: one address that allows you to invest in a variety of investment tracks, and view returns from within the personal area of Phoenix. Everything in a simple and accessible way.

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I chose to invest in one of the investment tracks. Is it possible to change investment track later?

Definitely. Investing in one of Phoenix BlackRock investment tracks allows you to enjoy all the benefits of a savings policy, including the option to change investment track at any time and without restriction or simply ask your insurance agent. Subject to Phoenix procedures with respect to the terms and management fees applicable to each investment track.

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Is it possible to invest in several investment tracks at once?

Definitely, you can invest as you see fit in a variety of investment tracks at once, whether it is Phoenix BlackRock investment tracks or other investment tracks.

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Do I have to pay tax when moving between investment tracks?

Switching between any of the Phoenix Savings Policy investment tracks – including Phoenix BlackRock investment tracks is not considered a taxable event. The tax payment for capital gains will be made only when withdrawing the funds from the savings policy.

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I chose to invest in one of the investment tracks. Is it possible to change investment track later?

Definitely. Investing in one of Phoenix BlackRock investment tracks allows you to enjoy all the benefits of a savings policy, including the option to change investment track at any time and without restriction or simply ask your insurance agent. Subject to Phoenix procedures with respect to the terms and management fees applicable to each investment track.

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Is it possible to invest in several investment tracks at once?

Definitely, you can invest as you see fit in a variety of investment tracks at once, whether it is Phoenix BlackRock investment tracks or other investment tracks.

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Do I have to pay tax when moving between investment tracks?

Switching between any of the Phoenix Savings Policy investment tracks – including Phoenix BlackRock investment tracks is not considered a taxable event. The tax payment for capital gains will be made only when withdrawing the funds from the savings policy.

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What is the level of management fees?

Each investment track has its own unique characteristics, so the management fees vary depending on the investment tracks you have chosen and the transition between them.

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What is the level of risk?

The combination of sophisticated tools increases the return potential as well as the level of risk. In the same breath, investing in global assets helps increase the level of diversification, and builds a diverse investment portfolio that combines local and global assets.

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In which currency are investments made in Phoenix BlackRock investment tracks?

Investment in Phoenix BlackRock investment tracks is made through 100% exposure to the dollar exchange rate. The investment track is not dependant on the shekel.

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Do I need to convert to dollars?

No. The initial investment is according to the dollar exchange rate, but ongoing transactions (monetary deposits, maturities, and returns) are carried out in shekels.

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Phoenix Insurance Company Ltd. (hereinafter: “Phoenix”) is engaged, among other things, in pension marketing (and not in pension advice), and has an affiliation with pension and/or financial products managed by it. The aforesaid is a summary, is provided for the purpose of information only and as background material only, and is subject to the provisions of the law. The aforesaid does not constitute advice and/or recommendation and/or opinion for the purchase of a pension and/or financial product and does not constitute a substitute for such advice/marketing by a licensee according to law, which takes into account the data and individual needs of each person. In accordance with the insurance policy, the company’s procedures, and the law. The company may change the investment policy at its discretion, subject to the insurance policies and the provisions of the law. The above is not a commitment to achieve a return. Blackrock Company.

 

BlackRock does not manage, endorse, sponsor, make any representations or warranties regarding the viability of the investment in “BlackRock Phoenix” (the “Product”) managed and provided to you by Phoenix. BlackRock has no obligations, obligations, responsibilities, or liabilities to any of Phoenix’s members, policyholders, or investors. BlackRock is a registered trademark of BlackRock Inc. and its affiliates (“BlackRock”) and is used under license. The data about BlackRock is correct as of 30.9.21, data source: BlackRock.

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