Phoenix has 12 investment provident funds, and they hold 10.0 billion shekels between them.
These are the returns, fees and assets of the Phoenix investment provident funds in the Authority's report for September 2026. The list starts with the largest by assets, and the buttons above it sort it by any figure.
Each block is a fund, and its size is the money it holds.
- הפניקס גמל להשקעה עוקב מדד S&P 5003.4 billion shekels
- הפניקס גמל להשקעה כללי3.3 billion shekels
- הפניקס גמל להשקעה מניות1.9 billion shekels
- הפניקס גמל להשקעה מניות סחיר5.1%
- הפניקס גמל להשקעה אשראי ואג"ח עם מניות (עד 25% מניות)
- הפניקס גמל להשקעה עוקב מדדי מניות 234 million shekels
- הפניקס גמל להשקעה אשראי ואג"ח 142 million shekels
- הפניקס גמל להשקעה עוקב מדדים - גמיש 74.8 million shekels
- הפניקס גמל להשקעה שריעה 39.7 million shekels
- הפניקס גמל להשקעה כספי (שקלי) 39.2 million shekels
- הפניקס גמל להשקעה משולב סחיר 37.9 million shekels
- הפניקס גמל להשקעה אג"ח סחיר 17.6 million shekels
Each dot is one fund, and the large dot is the average of them all.
Since the start of the year+6.34%
Average of 12 funds
Lowest fund: הפניקס גמל להשקעה אשראי ואג"חHighest fund: הפניקס גמל להשקעה שריעה
3 years, yearly average+10.58%
Average of 9 funds
Lowest fund: הפניקס גמל להשקעה כספי (שקלי)Highest fund: הפניקס גמל להשקעה מניות
5 years, yearly average+7.14%
Average of 9 funds
Lowest fund: הפניקס גמל להשקעה אשראי ואג"חHighest fund: הפניקס גמל להשקעה עוקב מדד S&P 500
Fee on savings0.62%
Average of 12 funds
Lowest fund: הפניקס גמל להשקעה מניות סחירHighest fund: הפניקס גמל להשקעה שריעה
An average counts every fund once, whatever its size. Returns are before management fees, and past returns say nothing about future ones.
The 12 Phoenix investment provident funds that reported for September 2026 are listed here.
- הפניקס גמל להשקעה עוקב מדד S&P 500S&P 500 index
3.4 billion shekels
Fee 0.58%This year +7.92%5 years +12.33%
- הפניקס גמל להשקעה כלליgeneral
3.3 billion shekels
Fee 0.62%This year +6.64%5 years +7.66%
- הפניקס גמל להשקעה מניותstocks
1.9 billion shekels
Fee 0.59%This year +11.15%5 years +12.17%
- הפניקס גמל להשקעה מניות סחירtraded stocks
510 million shekels
Fee 0.53%This year +8.40%5 years –
- הפניקס גמל להשקעה אשראי ואג"ח עם מניות (עד 25% מניות)credit and bonds
278 million shekels
Fee 0.62%This year +3.75%5 years +4.43%
- הפניקס גמל להשקעה עוקב מדדי מניותstock index tracking
234 million shekels
Fee 0.60%This year +9.55%5 years +5.87%
- הפניקס גמל להשקעה אשראי ואג"חcredit and bonds
142 million shekels
Fee 0.64%This year +2.03%5 years +2.75%
- הפניקס גמל להשקעה עוקב מדדים - גמישflexible index tracking
74.8 million shekels
Fee 0.64%This year +2.09%5 years +3.67%
- הפניקס גמל להשקעה שריעהIslamic law
39.7 million shekels
Fee 0.69%This year +12.46%5 years +12.15%
- הפניקס גמל להשקעה כספי (שקלי)money market (shekel)
39.2 million shekels
Fee 0.68%This year +3.07%5 years +3.24%
- הפניקס גמל להשקעה משולב סחירmixed traded assets
37.9 million shekels
Fee 0.59%This year +6.53%5 years –
- הפניקס גמל להשקעה אג"ח סחירtraded bonds
17.6 million shekels
Fee 0.61%This year +2.45%5 years –
Phoenix has funds of these kinds.
- Study funds49.9 billion shekels14 funds
- Provident funds for benefits and severance48.3 billion shekels16 funds
- Savings funds for a child2.5 billion shekels5 funds
- Central severance funds1.7 billion shekels10 funds
- Pension funds164 billion shekels34 funds
- Insurance savings tracks139 billion shekels34 funds
These are the questions people ask about these funds.
How many Phoenix investment provident funds are there?
12 Phoenix investment provident funds reported for September 2026. Together they hold 10.0 billion shekels, and none has stopped reporting in the last three years.
What is the average fee of the Phoenix investment provident funds?
The average fee on savings is 0.62% a year, over the 12 Phoenix investment provident funds that report one. Every fund counts once, whatever its size.
Which of the Phoenix investment provident funds has the highest return over 5 years?
הפניקס גמל להשקעה עוקב מדד S&P 500 has the highest average yearly return over 5 years, +12.33%, of the 9 Phoenix investment provident funds with a 5-year figure. The lowest is הפניקס גמל להשקעה אשראי ואג"ח, with +2.75%. These returns are before management fees.
Are these returns before or after management fees?
They are before. The Authority states that the returns it reports are before the fund's management fees, so a saver's own return is lower by the fee on savings.
The figures are from the monthly reports of the Capital Market, Insurance and Savings Authority for September 2026, read on 5 November 2026. Returns are before management fees, and past returns say nothing about future ones.