הפניקס גמולה מבטיחת תשואה holds 1.2 billion shekels and charges 2.00% 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.
Among the 9 provident funds for benefits and severance on the guaranteed yield 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 3 of 9 by assets.
Fee on savings2.00%
Place 9 of 9 from the lowest, and the funds' average is 0.57%.
All the provident funds for benefits and severance on the guaranteed yield track
The fund's assets have changed like this since January 1999.
This is how the fund's money was invested in September 2026.
- Exposure to shares
- 7.2%
- Exposure abroad
- 1.6%
- Exposure to foreign currency
- 1.0%
- Liquid assets
- 95.4%
Over the last 12 months the fund received 2.7 million shekels in deposits and paid out 27.9 million shekels in withdrawals.
- Deposits2.7 million shekels
- Withdrawals27.9 million shekels
- Transfers between funds, in less out-22.8 million shekels
- Net inflow after withdrawals and transfers-48.1 million shekels
These amounts cover the last twelve months.
These are the fund's details in the Authority's reports.
- Kind of fund
- provident fund for benefits and severance
- Track
- guaranteed yield
- Managed by
- Phoenix
- Who may join
- Open to everyone
- In the Authority's reports since
- January 1999
- Started on
- 1 January 1992
- Number in the Authority's reports
- 528
These funds are close to this one in size.
- הפניקס גמל אשראי ואג"ח1.1 billion shekels
- מנורה מבטחים יותר מסלול א'465 million shekels
- בר קרן גמולים א' - מבטיח תשואה בשיעור 5.5 אחוז לשנה2.5 billion shekels
- מנורה מבטחים אמיר מדד בגין357 million shekels
- מנורה מבטחים יותר מסלול ג'4.3 billion shekels
- מיטב ביטחון מבטיח תשואה 4.5%91.7 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 גמולה מבטיחת תשואה?
In the Authority's report for September 2026, the fee on the savings is 2.00% a year and the fee on deposits is –.
What were the returns of הפניקס גמולה מבטיחת תשואה?
The Authority's report for September 2026 gives no return for the year so far or for 5 years.
How much money does הפניקס גמולה מבטיחת תשואה hold?
The fund held 1.2 billion shekels at the end of September 2026, in the Authority's report.
Who may join הפניקס גמולה מבטיחת תשואה?
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.