This fund's reports stopped after July 2024, so the figures are for that month, and the fund is not counted in the lists of funds that report today.
הפניקס השתלמות אג"ח עד 25% מניות stopped reporting after July 2024.
These are its returns, fees, assets and risk in the Authority's report for July 2024, and how it compares with the funds on its track.
₪10,000 put in at the start of August 2019 would have become, by the end of July 2024
₪11,950+19.5%
The dashed line is the amount put in.
December 2010July 2024
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.
This chart sets each year's return against the average of the funds of the same kind.
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 December 2010.
Over the last 12 months the fund received 44.5 million shekels in deposits and paid out 52.6 million shekels in withdrawals.
- Deposits44.5 million shekels
- Withdrawals52.6 million shekels
- Transfers between funds, in less out-100 million shekels
- Net inflow after withdrawals and transfers-109 million shekels
These amounts cover the last twelve months.
Over 5 years the fund returned +3.63% a year on average.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, July 2024 | 0.00% | – |
| Since the start of 2024 | +3.30% | – |
| 3 years | +6.04% | +1.97% |
| 5 years | +19.50% | +3.63% |
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
- study fund
- Track
- bonds with up to 25% stocks
- Managed by
- Phoenix
- Who may join
- Open to everyone
- In the Authority's reports since
- December 2010
- Started on
- 1 December 2006
- Number in the Authority's reports
- 1190
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
- 0.32The return above a risk-free return for each unit of risk. A larger figure means more return for the risk taken.
- Alpha
- 0.48The 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 קרן השתלמות עוקב מדדי אג"ח0.2 million shekels
- איילון קרן השתלמות הלכה0.8 million shekels
- איילון קרן השתלמות משולב סחיר0.9 million shekels
- קרן השתלמות וחסכון פ.ר.ח - מסלול אשראי ואג"ח1.0 million shekels
- קרן השתלמות למורים וגננות מסלול מקוצר - מסלול אשראי ואג"ח1.8 million shekels
- עגור קרן השתלמות למורים בבתי הספר העי"ס במכללות ובסמינרים בבתי ספר יסודיים וגננות מסלול אשראי ואג"ח2.5 million shekels
Phoenix has more study funds.
These are the questions people ask about this fund.
What are the management fees of הפניקס השתלמות אג"ח עד 25% מניות?
In the Authority's report for July 2024, the fee on the savings is 0.63% a year and the fee on deposits is –.
What were the returns of הפניקס השתלמות אג"ח עד 25% מניות?
In July 2024, the return since the start of 2024 was +3.30%, and the average yearly return over 5 years was +3.63%. These returns are before management fees.
How much money does הפניקס השתלמות אג"ח עד 25% מניות hold?
The fund held 0.0 million shekels at the end of July 2024, in the Authority's report.
Who may join הפניקס השתלמות אג"ח עד 25% מניות?
Open to everyone
The figures are from the monthly reports of the Capital Market, Insurance and Savings Authority for July 2024, read on 5 November 2026. Returns are before management fees, and past returns say nothing about future ones.