This fund's reports stopped after December 2023, so the figures are for that month, and the fund is not counted in the lists of funds that report today.
קופה לתגמולים ופנסיה של עובדי הסוכנות היהודית לא"י בע"מ stopped reporting after December 2023.
These are its returns, fees, assets and risk in the Authority's report for December 2023, and how it compares with the funds on its track.
₪10,000 put in at the start of January 2019 would have become, by the end of December 2023
₪11,780+17.8%
The dashed line is the amount put in.
June 2013December 2023
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 2013.
This is how the fund's money was invested in December 2023.
- Exposure to shares
- 27.8%
- Exposure abroad
- 30.7%
- Exposure to foreign currency
- 25.8%
- Liquid assets
- 97.2%
Over the last 12 months the fund received 0.0 million shekels in deposits and paid out 26.9 million shekels in withdrawals.
- Deposits0.0 million shekels
- Withdrawals26.9 million shekels
- Transfers between funds, in less out-10.8 million shekels
- Net inflow after withdrawals and transfers-37.7 million shekels
These amounts cover the last twelve months.
Over 5 years the fund returned +3.33% a year on average.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, December 2023 | +1.67% | – |
| Since the start of 2023 | +8.18% | – |
| 3 years | +4.67% | +1.53% |
| 5 years | +17.80% | +3.33% |
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
- general
- Managed by
- החברה לניהול קופת התגמולים והפנסיה של עובדי הסוכנות היהודית לארץ ישראל
- Who may join
- Closed to the public, for the employees of one company or body
- In the Authority's reports since
- June 2013
- Started on
- undefined undefined NaN
- Number in the Authority's reports
- 505
These are the risk measures the Authority reports for the last 60 months.
- Standard deviation
- 5.26%How far the monthly return moved around its average. A larger figure means bigger swings.
- Sharpe ratio
- 0.28The return above a risk-free return for each unit of risk. A larger figure means more return for the risk taken.
- Alpha
- -0.24The part of the return that the fund's exposure to the market does not explain.
These funds are close to this one in size.
- מחוג מסלול כללי348 million shekels
- מגדל לתגמולים בניהול אישי IRA149 million shekels
- הראל - דקל קופת גמל לדמי מחלה79.0 million shekels
- קופת גמל אישית לפיצויים של העובדים באוניברסיטה העברית בירושלים73.9 million shekels
- אלטשולר שחם מרפא קופה מרכזית לדמי מחלה60.3 million shekels
- גלובל נט גמל IRA445 million shekels
These are the questions people ask about this fund.
What are the management fees of קופה לתגמולים ופנסיה של עובדי הסוכנות היהודית לא"י בע"מ?
In the Authority's report for December 2023, the fee on the savings is 0.40% a year and the fee on deposits is –.
What were the returns of קופה לתגמולים ופנסיה של עובדי הסוכנות היהודית לא"י בע"מ?
In December 2023, the return since the start of 2023 was +8.18%, and the average yearly return over 5 years was +3.33%. These returns are before management fees.
How much money does קופה לתגמולים ופנסיה של עובדי הסוכנות היהודית לא"י בע"מ hold?
The fund held 248 million shekels at the end of December 2023, in the Authority's report.
Who may join קופה לתגמולים ופנסיה של עובדי הסוכנות היהודית לא"י בע"מ?
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 December 2023, read on 5 November 2026. Returns are before management fees, and past returns say nothing about future ones.