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בר קרן גמולים א' - מבטיח תשואה בשיעור 5.5 אחוז לשנה holds 2.5 billion shekels and charges 0.20% 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 2 of 9 by assets.

  • Fee on savings0.20%

    Place 1 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.

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
0.0%
Exposure abroad
3.5%
Exposure to foreign currency
0.5%
Liquid assets
95.3%

Over the last 12 months the fund received 0.9 million shekels in deposits and paid out 30.5 million shekels in withdrawals.

  • Deposits0.9 million shekels
  • Withdrawals30.5 million shekels
  • Transfers between funds, in less out-164 million shekels
  • Net inflow after withdrawals and transfers-194 million shekels

These amounts cover the last twelve months.

These are the fund's details in the Authority's reports.

Managed by
Clal
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
539

These funds are close to this one in size.

Clal has more provident funds for benefits and severance.

These are the questions people ask about this fund.

What are the management fees of ⁨בר קרן גמולים א' - מבטיח תשואה בשיעור 5.5 אחוז לשנה⁩?

In the Authority's report for September 2026, the fee on the savings is 0.20% a year and the fee on deposits is –.

What were the returns of ⁨בר קרן גמולים א' - מבטיח תשואה בשיעור 5.5 אחוז לשנה⁩?

The Authority's report for September 2026 gives no return for the year so far or for 5 years.

How much money does ⁨בר קרן גמולים א' - מבטיח תשואה בשיעור 5.5 אחוז לשנה⁩ hold?

The fund held 2.5 billion shekels at the end of September 2026, in the Authority's report.

Who may join ⁨בר קרן גמולים א' - מבטיח תשואה בשיעור 5.5 אחוז לשנה⁩?

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.

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