אקטיון השתלמות IRA holds 18.7 million shekels and charges 0.26% 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 December 2024 would have become, by the end of September 2026
₪11,906+19.1%
The dashed line is the amount put in.
December 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 47 study funds 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 47 of 47 by assets.
Since the start of the year+7.20%
Place 17 of 46 from the highest, and the funds' average is +6.28%.
Fee on savings0.26%
Place 10 of 46 from the lowest, and the funds' average is 0.43%.
The fund's assets have changed like this since May 2024.
This is how the fund's money was invested in September 2026.
- Exposure to shares
- 65.1%
- Exposure abroad
- 61.1%
- Exposure to foreign currency
- 60.7%
- Liquid assets
- 94.0%
Over the last 12 months the fund received 1.1 million shekels in deposits and paid out 0.0 million shekels in withdrawals.
- Deposits1.1 million shekels
- Withdrawals0.0 million shekels
- Transfers between funds, in less out+5.6 million shekels
- Net inflow after withdrawals and transfers+6.7 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 | +1.65% | – |
| Since the start of 2026 | +7.20% | – |
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
- general
- Managed by
- אקטיון
- Who may join
- Open to everyone
- In the Authority's reports since
- May 2024
- Started on
- 25 March 2024
- Number in the Authority's reports
- 14936
These funds are close to this one in size.
These are the questions people ask about this fund.
What are the management fees of אקטיון השתלמות IRA?
In the Authority's report for September 2026, the fee on the savings is 0.26% a year and the fee on deposits is –.
What were the returns of אקטיון השתלמות IRA?
In September 2026, the return since the start of 2026 was +7.20%, and the average yearly return over 5 years was –. These returns are before management fees.
How much money does אקטיון השתלמות IRA hold?
The fund held 18.7 million shekels at the end of September 2026, in the Authority's report.
Who may join אקטיון השתלמות IRA?
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.