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Excellence Investment House

Excellence offers a wide range of investment and savings options

Areas of activity

Excellence offers the widest range of investment and savings products in the capital market in Israel.


Provident Funds
Excellence Gemel Provident funds Ltd., a member of the Phoenix Group, is one of the leading companies in the field of provident and advanced studies funds, with many years of knowledge and experience, managing assets in the amount of 29 billion NIS.
The company offers a variety of investment tracks in provident funds, which provide flexibility in selecting and adjusting the track according to age. The provident fund's investment management is carried out by the Phoenix Investments Division, one of the leaders in long-term savings yields in Israel.


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Advanced Study Funds
Excellence Gemel Provident funds Ltd., a member of the Phoenix Group, is one of the leading companies in the field of provident and advanced studies funds, with many years of knowledge and experience, managing assets in the amount of 29 billion NIS.
The company offers a variety of investment tracks in advanced study funds, which provide flexibility in choosing the track. The investments of the advanced study funds are managed by the Phoenix Investments Division, one of the leaders in long-term savings yields in Israel.

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ESOP Management and Trust Services
ESOP from the Excellence Group is Israel's leading provider of trust and operational services:

  • Capital-based benefit plans (shares, options, etc.) for employees, controlling shareholders, consultants and suppliers.
  • Employee stock ownership plans in mergers and acquisitions (M&A) transactions.
  • Source code/technology (Escrow to Source Code), in collaboration with Iron Mountain.

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Portfolios & Investments Management in Israel and Abroad
Excellence Investment Portfolio Management is a company with more than 25 years of experience, which manages assets of NIS 10 billion.
The company specializes in creating innovative models of diversified investment portfolios, in thinking outside the box and in developing unique financial products for investment in Israel and abroad.
We work with institutional and public clients, as well as thousands of private clients, who enjoy our personal, highly-skilled, professional and creative management.

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Brokerage
Excellence is a member of the Stock Exchange and provides a variety of services in the capital market, including independent trading in Israel and abroad for individual customers, brokerage and research for institutional clients.
We provide our clients with advanced platforms for independent trading in Israel and abroad, in accordance with the requirements and nature of each trader's activity, as well as a professional and skilled trading room in Hebrew during the trading hours in Israel and the United States. All this is combined with attractive trading commissions as compared to local banks and brokers.

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"Excellence Invest" Savings Policies from the Phoenix
Excellence offers you the” Excellence Invest” policy, which allows you to invest and save almost any available amount in a selection of investment tracks with particularly attractive management fees. Options for one-time and/or monthly deposits.

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Mutual Funds
Excellence Mutual Funds is a leading company in the Israeli funds market. The company manages more than NIS 17 billion in 100 mutual funds of various types. The company has the values of transparency, fairness and professionalism.  In 2012, the company launched the tiers method, an investment method that promotes systematic and transparent construction of the investment portfolio. The method is based on the creation of different layers according to various investment channels.

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A range of Financial Instruments (Kesem basket certificates, mutual funds and structured instruments)
Kesem Basket Certificates of the Excellence group has led in the Israeli index industry for some 10 years. Kesem manages over 144 index products, such as ETFs, reverse certificates, certificates of deposit and leveraged certificates. The index products follow a wide range of stock and bond indices on the Tel Aviv Stock Exchange, a broad geographical distribution of global stock and bond indices, and leading commodities and currencies in Israel and abroad.

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Underwriting Services
The Company specializes in raising capital from institutional investors in the Israeli capital market, and in the management and underwriting of public and private offerings. The company is managed by Sharon Yegar, serving as chairman and CEO, who has 25 years of experience in the capital market.

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