Skip to main content

מגדל גמל להשקעה אג"ח ממשלות holds 18.7 million shekels and charges 0.64% 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

₪10,415+4.2%

The dashed line is the amount put in.

January 2017September 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.

This fundAverage of the funds of the same kind, each counted once

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 November 2016.

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
12.8%
Exposure to foreign currency
4.0%
Liquid assets
97.2%

Over the last 12 months the fund received 7.1 million shekels in deposits and paid out 2.3 million shekels in withdrawals.

  • Deposits7.1 million shekels
  • Withdrawals2.3 million shekels
  • Transfers between funds, in less out+0.6 million shekels
  • Net inflow after withdrawals and transfers+5.4 million shekels

These amounts cover the last twelve months.

Over 5 years the fund returned +0.82% a year on average.

PeriodReturn in allAverage a year
Last month, September 2026-0.51%–
Since the start of 2026+1.63%–
3 years+11.96%+3.84%
5 years+4.15%+0.82%

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.

Managed by
Migdal
Who may join
Open to everyone
In the Authority's reports since
November 2016
Started on
10 November 2016
Number in the Authority's reports
7932

These are the risk measures the Authority reports for the last 60 months.

Standard deviation
3.42%How far the monthly return moved around its average. A larger figure means bigger swings.
Sharpe ratio
-0.58The return above a risk-free return for each unit of risk. A larger figure means more return for the risk taken.
Alpha
-1.20The part of the return that the fund's exposure to the market does not explain.

These funds are close to this one in size.

Migdal has more investment provident funds.

These are the questions people ask about this fund.

What are the management fees of ⁨מגדל גמל להשקעה אג"ח ממשלות⁩?

In the Authority's report for September 2026, the fee on the savings is 0.64% a year and the fee on deposits is –.

What were the returns of ⁨מגדל גמל להשקעה אג"ח ממשלות⁩?

In September 2026, the return since the start of 2026 was +1.63%, and the average yearly return over 5 years was +0.82%. These returns are before management fees.

How much money does ⁨מגדל גמל להשקעה אג"ח ממשלות⁩ hold?

The fund held 18.7 million shekels at the end of September 2026, in the Authority's report.

Who may join ⁨מגדל גמל להשקעה אג"ח ממשלות⁩?

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.

Keep exploring