מגדל לתגמולים ולפיצויים מסלול לבני 60 ומעלה holds 3.2 billion shekels and charges 0.49% 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
₪13,039+30.4%
The dashed line is the amount put in.
February 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 9 of 28 by assets.
Since the start of the year+5.15%
Place 11 of 27 from the highest, and the funds' average is +4.93%.
3 years, yearly average+9.42%
Place 11 of 27 from the highest, and the funds' average is +9.05%.
5 years, yearly average+5.45%
Place 11 of 27 from the highest, and the funds' average is +5.27%.
Fee on savings0.49%
Place 16 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 November 2015.
This is how the fund's money was invested in September 2026.
- Exposure to shares
- 31.2%
- Exposure abroad
- 32.7%
- Exposure to foreign currency
- 14.0%
- Liquid assets
- 81.5%
Over the last 12 months the fund received 197 million shekels in deposits and paid out 127 million shekels in withdrawals.
- Deposits197 million shekels
- Withdrawals127 million shekels
- Transfers between funds, in less out+688 million shekels
- Net inflow after withdrawals and transfers+758 million shekels
These amounts cover the last twelve months.
Over 5 years the fund returned +5.45% a year on average.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, September 2026 | -0.09% | – |
| Since the start of 2026 | +5.15% | – |
| 3 years | +31.01% | +9.42% |
| 5 years | +30.39% | +5.45% |
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
- Migdal
- Fee on deposits
- 0.00%
- Who may join
- Open to everyone
- In the Authority's reports since
- November 2015
- Started on
- 15 October 2015
- Number in the Authority's reports
- 9781
These are the risk measures the Authority reports for the last 60 months.
- Standard deviation
- 4.45%How far the monthly return moved around its average. A larger figure means bigger swings.
- Sharpe ratio
- 0.77The 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.
- הראל גמל - עוקב מדד S&P 5003.2 billion shekels
- אנליסט מסלולית קופת גמל - מסלול לבני 60 ומעלה2.8 billion shekels
- מנורה מבטחים תגמולים ופיצויים מסלול לבני 60 ומעלה3.5 billion shekels
- אינפיניטי גמל מסלול לבני 60 ומעלה390 million shekels
- ילין לפידות קופת גמל מסלול לבני 60 ומעלה6.6 billion shekels
- ארם - קופת גמל לתגמולים של ארגון הרופאים עובדי המדינה 60 ומעלה177 million shekels
Migdal has more provident funds for benefits and severance.
- מגדל לתגמולים ולפיצויים מסלול לבני 50 עד 605.3 billion shekels
- מגדל לתגמולים ולפיצויים מסלול מניות3.2 billion shekels
- מגדל לתגמולים ולפיצויים מסלול לבני 50 ומטה2.7 billion shekels
- מגדל לתגמולים ולפיצויים עוקב מדד S&P 5002.0 billion shekels
- מגדל לתגמולים ולפיצויים מניות סחיר784 million shekels
- מגדל לתגמולים ולפיצויים עוקב מדדי מניות509 million shekels
These are the questions people ask about this fund.
What are the management fees of מגדל לתגמולים ולפיצויים מסלול לבני 60 ומעלה?
In the Authority's report for September 2026, the fee on the savings is 0.49% a year and the fee on deposits is 0.00%.
What were the returns of מגדל לתגמולים ולפיצויים מסלול לבני 60 ומעלה?
In September 2026, the return since the start of 2026 was +5.15%, and the average yearly return over 5 years was +5.45%. These returns are before management fees.
How much money does מגדל לתגמולים ולפיצויים מסלול לבני 60 ומעלה hold?
The fund held 3.2 billion shekels at the end of September 2026, in the Authority's report.
Who may join מגדל לתגמולים ולפיצויים מסלול לבני 60 ומעלה?
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.