עמ"י קופת גמל להשקעה מסלול עוקב מדד S&P 500 holds 6.2 million shekels and charges 0.39% 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 September 2024 would have become, by the end of September 2026
₪11,598+16.0%
The dashed line is the amount put in.
September 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 15 investment provident 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 12 of 15 by assets.
Since the start of the year+7.90%
Place 9 of 14 from the highest, and the funds' average is +7.87%.
Fee on savings0.39%
Place 1 of 14 from the lowest, and the funds' average is 0.55%.
All the investment provident funds on the S&P 500 index track
The fund's assets have changed like this since July 2024.
This is how the fund's money was invested in September 2026.
- Exposure to shares
- 99.4%
- Exposure abroad
- 99.4%
- Exposure to foreign currency
- 99.5%
- Liquid assets
- 100.0%
Over the last 12 months the fund received 1.9 million shekels in deposits and paid out 0.9 million shekels in withdrawals.
- Deposits1.9 million shekels
- Withdrawals0.9 million shekels
- Transfers between funds, in less out-2.0 million shekels
- Net inflow after withdrawals and transfers-0.9 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 | +2.48% | – |
| Since the start of 2026 | +7.90% | – |
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
- investment provident fund
- Track
- S&P 500 index
- Managed by
- עמ"י - חברה לניהול קופות גמל ענפיות
- Who may join
- Closed to the public, for the employees of one sector
- In the Authority's reports since
- July 2024
- Started on
- 18 July 2024
- Number in the Authority's reports
- 15394
These funds are close to this one in size.
- איילון קופת גמל להשקעה עוקב מדדים - גמיש5.7 million shekels
- יחד רופאים קופת גמל להשקעה - מסלול עוקב מדד 500 S&P3.1 million shekels
- אינפיניטי גמל להשקעה עוקב מדד S&P 50029.5 million shekels
- איילון קופת גמל להשקעה עוקב מדד S&P 5002.5 million shekels
- ילין לפידות קופת גמל להשקעה מסלול עוקב מדד S&P 500120 million shekels
- הנדסאים קופה להשקעה - מסלול עוקב מדד S&P 5002.1 million shekels
עמ"י - חברה לניהול קופות גמל ענפיות has more investment provident funds.
These are the questions people ask about this fund.
What are the management fees of עמ"י קופת גמל להשקעה מסלול עוקב מדד S&P 500?
In the Authority's report for September 2026, the fee on the savings is 0.39% a year and the fee on deposits is –.
What were the returns of עמ"י קופת גמל להשקעה מסלול עוקב מדד S&P 500?
In September 2026, the return since the start of 2026 was +7.90%, and the average yearly return over 5 years was –. These returns are before management fees.
How much money does עמ"י קופת גמל להשקעה מסלול עוקב מדד S&P 500 hold?
The fund held 6.2 million shekels at the end of September 2026, in the Authority's report.
Who may join עמ"י קופת גמל להשקעה מסלול עוקב מדד S&P 500?
Closed to the public, for the employees of one sector
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.