Phoenix has 16 provident funds for benefits and severance, and they hold 48.3 billion shekels between them.
These are the returns, fees and assets of the Phoenix provident funds for benefits and severance 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.
Each dot is one fund, and the large dot is the average of them all.
Since the start of the year+6.02%
Average of 15 funds
Lowest fund: הפניקס גמל בניהול אישיHighest fund: הפניקס גמל שריעה
3 years, yearly average+10.88%
Average of 11 funds
Lowest fund: הפניקס גמל בניהול אישיHighest fund: הפניקס גמל מסלול מניות
5 years, yearly average+6.70%
Average of 10 funds
Lowest fund: הפניקס גמל בניהול אישיHighest fund: הפניקס גמל עוקב מדד S&P 500
Fee on savings0.66%
Average of 16 funds
Lowest fund: הפניקס גמל בניהול אישיHighest fund: הפניקס גמולה מבטיחת תשואה
An average counts every fund once, whatever its size. Returns are before management fees, and past returns say nothing about future ones.
The 16 Phoenix provident funds for benefits and severance that reported for September 2026 are listed here.
- הפניקס גמל לבני 50 ומטהage up to 50
11.7 billion shekels
Fee 0.62%This year +7.42%5 years +8.55%
- הפניקס גמל לבני 60 ומעלהage 60 and over
10.8 billion shekels
Fee 0.60%This year +4.76%5 years +5.76%
- הפניקס גמל מסלול לבני 50 עד 60age 50 to 60
9.8 billion shekels
Fee 0.60%This year +6.26%5 years +7.77%
- הפניקס גמל עוקב מדד S&P 500S&P 500 index
5.1 billion shekels
Fee 0.56%This year +7.96%5 years +12.33%
- הפניקס גמל מסלול מניותstocks
4.6 billion shekels
Fee 0.56%This year +11.10%5 years +12.06%
- הפניקס גמל בניהול אישיgeneral
1.7 billion shekels
Fee 0.15%This year 0.00%5 years 0.00%
- הפניקס גמל מניות סחירtraded stocks
1.2 billion shekels
Fee 0.51%This year +8.44%5 years –
- הפניקס גמולה מבטיחת תשואהguaranteed yield
1.2 billion shekels
Fee 2.00%This year –5 years –
- הפניקס גמל אשראי ואג"חcredit and bonds
1.1 billion shekels
Fee 0.59%This year +1.66%5 years +2.65%
- הפניקס גמל מסלול משולב סחירmixed traded assets
281 million shekels
Fee 0.57%This year +6.56%5 years –
- הפניקס גמל עוקב מדדי מניותstock index tracking
258 million shekels
Fee 0.58%This year +9.64%5 years –
- הפניקס גמל עוקב מדדים - גמישflexible index tracking
194 million shekels
Fee 0.62%This year +2.18%5 years –
- הפניקס גמל כספי (שיקלי)money market (shekel)
175 million shekels
Fee 0.57%This year +3.05%5 years +3.21%
- הפניקס גמל שריעהIslamic law
161 million shekels
Fee 0.62%This year +12.71%5 years +9.56%
- הפניקס גמל אג"ח סחירtraded bonds
147 million shekels
Fee 0.58%This year +3.66%5 years –
- הפניקס קופה לתשלום דמי מחלהgeneral
4.0 million shekels
Fee 0.81%This year +4.97%5 years +5.08%
Phoenix has funds of these kinds.
6 funds stopped reporting in the last three years
- הפניקס גמל אג"ח עד 15% מניותLast reported July 2024
- הפניקס גמל פאסיבי לבני 60 ומעלהLast reported July 2024
- הפניקס גמל פאסיבי לבני 50 ומטהLast reported July 2024
- הפניקס גמל פאסיבי לבני 50 עד 60Last reported July 2024
- הפניקס גמל חו"לLast reported July 2024
- הפניקס גמל מסלול עוקב מדדים גמישLast reported July 2024
These are the questions people ask about these funds.
How many Phoenix provident funds for benefits and severance are there?
16 Phoenix provident funds for benefits and severance reported for September 2026. Together they hold 48.3 billion shekels, and 6 more stopped reporting in the last three years.
What is the average fee of the Phoenix provident funds for benefits and severance?
The average fee on savings is 0.66% a year, over the 16 Phoenix provident funds for benefits and severance that report one. Every fund counts once, whatever its size.
Which of the Phoenix provident funds for benefits and severance has the highest return over 5 years?
הפניקס גמל עוקב מדד S&P 500 has the highest average yearly return over 5 years, +12.33%, of the 10 Phoenix provident funds for benefits and severance with a 5-year figure. The lowest is הפניקס גמל בניהול אישי, with 0.00%. 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.