קופת התגמולים לעובדי האוניברסיטה העברית בירושלים בע"מ 60 ומעלה holds 155 million shekels and charges 0.44% 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
₪12,736+27.4%
The dashed line is the amount put in.
January 2016September 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 28 provident funds for benefits and severance on the age 60 and over 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 28 by assets.
Since the start of the year+4.68%
Place 18 of 27 from the highest, and the funds' average is +4.93%.
3 years, yearly average+8.11%
Place 20 of 27 from the highest, and the funds' average is +9.05%.
5 years, yearly average+4.96%
Place 20 of 27 from the highest, and the funds' average is +5.27%.
Fee on savings0.44%
Place 12 of 27 from the lowest, and the funds' average is 0.46%.
All the provident funds for benefits and severance on the age 60 and over track
This chart sets each year's return against the average of the funds on the same track.
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 December 2015.
This is how the fund's money was invested in September 2026.
- Exposure to shares
- 29.9%
- Exposure abroad
- 28.9%
- Exposure to foreign currency
- 17.3%
- Liquid assets
- 75.7%
Over the last 12 months the fund received 2.4 million shekels in deposits and paid out 5.1 million shekels in withdrawals.
- Deposits2.4 million shekels
- Withdrawals5.1 million shekels
- Transfers between funds, in less out-4.2 million shekels
- Net inflow after withdrawals and transfers-6.9 million shekels
These amounts cover the last twelve months.
Over 5 years the fund returned +4.96% a year on average.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, September 2026 | +0.17% | – |
| Since the start of 2026 | +4.68% | – |
| 3 years | +26.36% | +8.11% |
| 5 years | +27.36% | +4.96% |
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
- age 60 and over
- Managed by
- חברת הגמל לעובדי האוניברסיטה העברית
- Who may join
- Closed to the public, for the employees of one company or body
- In the Authority's reports since
- December 2015
- Started on
- 30 November 2015
- Number in the Authority's reports
- 7229
These are the risk measures the Authority reports for the last 60 months.
- Standard deviation
- 3.72%How far the monthly return moved around its average. A larger figure means bigger swings.
- Sharpe ratio
- 0.68The return above a risk-free return for each unit of risk. A larger figure means more return for the risk taken.
- Alpha
- 0.00The part of the return that the fund's exposure to the market does not explain.
These funds are close to this one in size.
- גמל-על, קופת תגמולים לעובדי אל על, אגודה שיתופית בע"מ 60 ומעלה155 million shekels
- אגודה שיתופית של עובדי התעשיה האוירית לניהול קופות גמל בע"מ מסלול לבני 60 ומעלה156 million shekels
- אלטשולר שחם גמל לעמיתי חבר לבני 60 ומעלה151 million shekels
- ארם - קופת גמל לתגמולים של ארגון הרופאים עובדי המדינה 60 ומעלה177 million shekels
- מחוג מסלול לבני 60 ומעלה132 million shekels
- אינפיניטי גמל מסלול לבני 60 ומעלה390 million shekels
חברת הגמל לעובדי האוניברסיטה העברית has more provident funds for benefits and severance.
- קופת התגמולים לעובדי האוניברסיטה העברית בירושלים בע"מ עד 502.7 billion shekels
- קופת גמל אישית לפיצויים של העובדים באוניברסיטה העברית בירושלים73.9 million shekels
- קופת התגמולים לעובדי האוניברסיטה העברית בירושלים בע"מ עוקב מדד S&P 50020.6 million shekels
- קופת התגמולים לעובדי האוניברסיטה העברית בירושלים 50-603.3 million shekels
These are the questions people ask about this fund.
What are the management fees of קופת התגמולים לעובדי האוניברסיטה העברית בירושלים בע"מ 60 ומעלה?
In the Authority's report for September 2026, the fee on the savings is 0.44% a year and the fee on deposits is –.
What were the returns of קופת התגמולים לעובדי האוניברסיטה העברית בירושלים בע"מ 60 ומעלה?
In September 2026, the return since the start of 2026 was +4.68%, and the average yearly return over 5 years was +4.96%. These returns are before management fees.
How much money does קופת התגמולים לעובדי האוניברסיטה העברית בירושלים בע"מ 60 ומעלה hold?
The fund held 155 million shekels at the end of September 2026, in the Authority's report.
Who may join קופת התגמולים לעובדי האוניברסיטה העברית בירושלים בע"מ 60 ומעלה?
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.