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מחוג חיסכון פלוס מניות holds 35.0 million shekels in assets.

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 March 2025 would have become, by the end of September 2026

₪12,994+29.9%

The dashed line is the amount put in.

March 2025September 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 18 investment provident funds on the stocks 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 14 of 18 by assets.

  • Since the start of the year+8.28%

    Place 17 of 17 from the highest, and the funds' average is +11.01%.

All the investment provident funds on the stocks track

The fund's assets have changed like this since February 2025.

Assets in millions of shekels, at the end of each month.

This is how the fund's money was invested in September 2026.

Exposure to shares
97.6%
Exposure abroad
66.5%
Exposure to foreign currency
29.0%
Liquid assets
94.3%

Over the last 12 months the fund received 19.1 million shekels in deposits and paid out 2.8 million shekels in withdrawals.

  • Deposits19.1 million shekels
  • Withdrawals2.8 million shekels
  • Transfers between funds, in less out+3.9 million shekels
  • Net inflow after withdrawals and transfers+20.2 million shekels

These amounts cover the last twelve months.

These are the returns the fund has reported.

PeriodReturn in allAverage a year
Last month, September 2026-0.11%–
Since the start of 2026+8.28%–

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.

Track
stocks
Who may join
Closed to the public, for the employees of one company or body
In the Authority's reports since
February 2025
Started on
16 December 2024
Number in the Authority's reports
15444

These funds are close to this one in size.

מחוג - מינהל גמל לעובדי חברת חשמל לישראל has more investment provident funds.

These are the questions people ask about this fund.

What are the management fees of ⁨מחוג חיסכון פלוס מניות⁩?

The Authority's report for September 2026 gives no management fee for this fund.

What were the returns of ⁨מחוג חיסכון פלוס מניות⁩?

In September 2026, the return since the start of 2026 was +8.28%, and the average yearly return over 5 years was –. These returns are before management fees.

How much money does ⁨מחוג חיסכון פלוס מניות⁩ hold?

The fund held 35.0 million shekels at the end of September 2026, in the Authority's report.

Who may join ⁨מחוג חיסכון פלוס מניות⁩?

Closed to the public, for the employees of one company or body

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.

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