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 גמל מסלול עוקב מדדים גמיש 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 February 2023 would have become, by the end of July 2024
₪11,484+14.8%
The dashed line is the amount put in.
February 2023July 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.
The fund's assets have changed like this since January 2023.
Over the last 12 months the fund received 1.4 million shekels in deposits and paid out 0.1 million shekels in withdrawals.
- Deposits1.4 million shekels
- Withdrawals0.1 million shekels
- Transfers between funds, in less out+35.5 million shekels
- Net inflow after withdrawals and transfers+36.8 million shekels
These amounts cover the last twelve months.
These are the returns the fund has reported.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, July 2024 | +1.06% | – |
| Since the start of 2024 | +6.06% | – |
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
- Managed by
- Phoenix
- Fee on deposits
- 0.02%
- Who may join
- Open to everyone
- In the Authority's reports since
- January 2023
- Started on
- 1 January 2023
- Number in the Authority's reports
- 14282
These funds are close to this one in size.
- אינפיניטי גמל עוקב מדדים גמיש12.2 million shekels
- מור מנורה מבטחים עוקב מדדים גמיש14.6 million shekels
- איילון גמל לחיסכון עוקב מדדים - גמיש17.4 million shekels
- אלטשולר שחם גמל לעמיתי חבר עוקב מדדים גמיש59.8 million shekels
- אלפא מור קופת גמל לחיסכון, קופת גמל לתגמולים וקופת גמל אישית לפיצויים - עוקב מדדים גמיש96.0 million shekels
- אלטשולר שחם גמל עוקב מדדים- גמיש109 million 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 גמל מסלול עוקב מדדים גמיש?
In the Authority's report for July 2024, the fee on the savings is 0.44% a year and the fee on deposits is 0.02%.
What were the returns of הפניקס גמל מסלול עוקב מדדים גמיש?
In July 2024, the return since the start of 2024 was +6.06%, and the average yearly return over 5 years was –. These returns are before management fees.
How much money does הפניקס גמל מסלול עוקב מדדים גמיש hold?
The fund held 0.0 million shekels at the end of July 2024, in the Authority's report.
Who may join הפניקס גמל מסלול עוקב מדדים גמיש?
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.