אינפיניטי השתלמות עוקב מדד S&P 500 holds 44.4 million shekels and charges 0.60% 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 May 2024 would have become, by the end of September 2026
₪12,923+29.2%
The dashed line is the amount put in.
May 2024September 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 22 study funds on the S&P 500 index 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 15 of 22 by assets.
Since the start of the year+7.70%
Place 19 of 21 from the highest, and the funds' average is +7.85%.
Fee on savings0.60%
Place 15 of 19 from the lowest, and the funds' average is 0.49%.
The fund's assets have changed like this since January 2024.
This is how the fund's money was invested in September 2026.
- Exposure to shares
- 98.3%
- Exposure abroad
- 143.9%
- Exposure to foreign currency
- 97.8%
- Liquid assets
- 100.0%
An exposure is the amount the Authority reports divided by the fund's assets, so one figure can be above 100%.
Over the last 12 months the fund received 8.2 million shekels in deposits and paid out 1.0 million shekels in withdrawals.
- Deposits8.2 million shekels
- Withdrawals1.0 million shekels
- Transfers between funds, in less out+3.0 million shekels
- Net inflow after withdrawals and transfers+10.3 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, September 2026 | +1.99% | – |
| Since the start of 2026 | +7.70% | – |
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
- S&P 500 index
- Managed by
- Infinity
- Who may join
- Open to everyone
- In the Authority's reports since
- January 2024
- Started on
- 25 January 2024
- Number in the Authority's reports
- 14920
These funds are close to this one in size.
- אומגה קרן השתלמות מסלול אשראי ואג"ח43.8 million shekels
- רעות קרן השתלמות עוקב מדד S&P 50031.3 million shekels
- קרן השתלמות לעובדי המדינה עוקבי מדדים עוקב מדד S&P 50048.3 million shekels
- קרן השתלמות להנדסאים וטכנאים עוקב מדד S&P 50017.3 million shekels
- רום - קרן השתלמות לעובדי הרשויות המקומיות רום עוקב מדד S&P 50050.2 million shekels
- יחד קרן השתלמות לרופאים- עוקב מדד S&P 50013.8 million shekels
Infinity has more study funds.
- אינפיניטי השתלמות מניות1.3 billion shekels
- אינפיניטי השתלמות כללי472 million shekels
- אינפיניטי השתלמות משולב סחיר237 million shekels
- אינפיניטי השתלמות אשראי ואג"ח158 million shekels
- אינפיניטי השתלמות אשראי ואג"ח עם מניות (עד 25% מניות)91.8 million shekels
- אינפיניטי השתלמות עוקב מדדי מניות54.2 million shekels
These are the questions people ask about this fund.
What are the management fees of אינפיניטי השתלמות עוקב מדד S&P 500?
In the Authority's report for September 2026, the fee on the savings is 0.60% a year and the fee on deposits is –.
What were the returns of אינפיניטי השתלמות עוקב מדד S&P 500?
In September 2026, the return since the start of 2026 was +7.70%, and the average yearly return over 5 years was –. These returns are before management fees.
How much money does אינפיניטי השתלמות עוקב מדד S&P 500 hold?
The fund held 44.4 million shekels at the end of September 2026, in the Authority's report.
Who may join אינפיניטי השתלמות עוקב מדד S&P 500?
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.