הפניקס קופה לתשלום דמי מחלה holds 4.0 million shekels and charges 0.81% a year on the savings.
These are its returns, fees, assets and risk in the Authority's report for September 2026, and how it compares with the funds on its track.
₪10,000 put in at the start of October 2021 would have become, by the end of September 2026
₪12,809+28.1%
The dashed line is the amount put in.
January 2005September 2026
This follows the fund's own monthly returns, which are before its management fees, so it shows the fund's growth and not what a saver's balance would be.
Among the 20 provident funds for benefits and severance on the general track, this is where the fund stands.
Each dot is a fund on the track, the large dot is this one, and it stands at place 20 of 20 by assets.
Since the start of the year+4.97%
Place 11 of 20 from the highest, and the funds' average is +4.08%.
3 years, yearly average+10.59%
Place 10 of 17 from the highest, and the funds' average is +7.76%.
5 years, yearly average+5.08%
Place 11 of 17 from the highest, and the funds' average is +4.67%.
Fee on savings0.81%
Place 18 of 18 from the lowest, and the funds' average is 0.36%.
All the provident funds for benefits and severance on the general track
This chart sets each year's return against the average of the funds on the same track.
Only years the fund reported in full are shown, and each year's return is its twelve monthly returns compounded.
The fund's assets have changed like this since July 2004.
This is how the fund's money was invested in September 2026.
- Exposure to shares
- 38.5%
- Exposure abroad
- 37.0%
- Exposure to foreign currency
- 17.1%
- Liquid assets
- 90.6%
Over the last 12 months the fund received 0.0 million shekels in deposits and paid out 0.0 million shekels in withdrawals.
- Deposits0.0 million shekels
- Withdrawals0.0 million shekels
- Transfers between funds, in less out0.0 million shekels
- Net inflow after withdrawals and transfers0.0 million shekels
These amounts cover the last twelve months.
Over 5 years the fund returned +5.08% a year on average.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, September 2026 | -0.22% | – |
| Since the start of 2026 | +4.97% | – |
| 3 years | +35.24% | +10.59% |
| 5 years | +28.09% | +5.08% |
The Authority states that these returns are before the fund's management fees, on the explanation pages of gemelnet.cma.gov.il. Past returns say nothing about future ones.
These are the fund's details in the Authority's reports.
- Kind of fund
- provident fund for benefits and severance
- Track
- general
- Managed by
- Phoenix
- Who may join
- Open to everyone
- In the Authority's reports since
- July 2004
- Started on
- 28 June 2004
- Number in the Authority's reports
- 1008
These are the risk measures the Authority reports for the last 60 months.
- Standard deviation
- 5.52%How far the monthly return moved around its average. A larger figure means bigger swings.
- Sharpe ratio
- 0.59The return above a risk-free return for each unit of risk. A larger figure means more return for the risk taken.
- Alpha
- -0.84The part of the return that the fund's exposure to the market does not explain.
These funds are close to this one in size.
- איילון גמל לחיסכון עוקב מדד S&P 5003.8 million shekels
- מיטב גמל בניהול אישי9.6 billion shekels
- מקפת דמי מחלה18.1 million shekels
- בר קרן גמולים קופת גמל לתגמולים ופיצויים בניהול כלל גמל בע"מ4.9 billion shekels
- מיטב בטחון22.3 million shekels
- קופת התגמולים של עובדי בנק לאומי4.8 billion shekels
Phoenix has more provident funds for benefits and severance.
These are the questions people ask about this fund.
What are the management fees of הפניקס קופה לתשלום דמי מחלה?
In the Authority's report for September 2026, the fee on the savings is 0.81% a year and the fee on deposits is –.
What were the returns of הפניקס קופה לתשלום דמי מחלה?
In September 2026, the return since the start of 2026 was +4.97%, and the average yearly return over 5 years was +5.08%. These returns are before management fees.
How much money does הפניקס קופה לתשלום דמי מחלה hold?
The fund held 4.0 million shekels at the end of September 2026, in the Authority's report.
Who may join הפניקס קופה לתשלום דמי מחלה?
Open to everyone
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.