הפניקס גמל שריעה holds 161 million shekels and charges 0.62% 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 October 2021 would have become, by the end of September 2026
₪15,782+57.8%
The dashed line is the amount put in.
September 2012September 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.
This chart sets each year's return against the average of the funds of the same kind.
Only years the fund reported in full are shown, and each year's return is its twelve monthly returns compounded.
The fund's assets have changed like this since June 2012.
This is how the fund's money was invested in September 2026.
- Exposure to shares
- 89.4%
- Exposure abroad
- 96.5%
- Exposure to foreign currency
- 96.5%
- Liquid assets
- 91.1%
Over the last 12 months the fund received 5.5 million shekels in deposits and paid out 3.4 million shekels in withdrawals.
- Deposits5.5 million shekels
- Withdrawals3.4 million shekels
- Transfers between funds, in less out+61.2 million shekels
- Net inflow after withdrawals and transfers+63.3 million shekels
These amounts cover the last twelve months.
Over 5 years the fund returned +9.56% a year on average.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, September 2026 | +3.83% | – |
| Since the start of 2026 | +12.71% | – |
| 3 years | +46.11% | +13.47% |
| 5 years | +57.82% | +9.56% |
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
- Track
- Islamic law
- Managed by
- Phoenix
- Fee on deposits
- 0.04%
- Who may join
- Open to everyone
- In the Authority's reports since
- June 2012
- Started on
- 5 January 2012
- Number in the Authority's reports
- 2049
These are the risk measures the Authority reports for the last 60 months.
- Standard deviation
- 8.27%How far the monthly return moved around its average. A larger figure means bigger swings.
- Sharpe ratio
- 0.87The return above a risk-free return for each unit of risk. A larger figure means more return for the risk taken.
- Alpha
- 4.92The part of the return that the fund's exposure to the market does not explain.
These funds are close to this one in size.
- אגודה שיתופית של עובדי התעשיה האוירית לניהול קופות גמל בע"מ מסלול לבני 60 ומעלה156 million shekels
- קופת גמל אישית לפיצויים של העובדים בעיריית תל-אביב יפו - מסלול לבני 50-60163 million shekels
- קופת התגמולים לעובדי האוניברסיטה העברית בירושלים בע"מ 60 ומעלה155 million shekels
- מנורה מבטחים תגמולים ופיצויים מסלול משולב סחיר174 million shekels
- גמל-על, קופת תגמולים לעובדי אל על, אגודה שיתופית בע"מ 60 ומעלה155 million shekels
- הפניקס גמל כספי (שיקלי)175 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 שריעה?
In the Authority's report for September 2026, the fee on the savings is 0.62% a year and the fee on deposits is 0.04%.
What were the returns of הפניקס גמל שריעה?
In September 2026, the return since the start of 2026 was +12.71%, and the average yearly return over 5 years was +9.56%. These returns are before management fees.
How much money does הפניקס גמל שריעה hold?
The fund held 161 million shekels at the end of September 2026, in the Authority's report.
Who may join הפניקס גמל שריעה?
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.