This fund's reports stopped after July 2024, so the figures are for that month, and the fund is not counted in the lists of funds that report today.
הפניקס גמל פאסיבי לבני 50 ומטה stopped reporting after July 2024.
These are its returns, fees, assets and risk in the Authority's report for July 2024, and how it compares with the funds on its track.
₪10,000 put in at the start of August 2019 would have become, by the end of July 2024
₪12,989+29.9%
The dashed line is the amount put in.
February 2016July 2024
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.
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.
Over the last 12 months the fund received 3.2 million shekels in deposits and paid out 6.7 million shekels in withdrawals.
- Deposits3.2 million shekels
- Withdrawals6.7 million shekels
- Transfers between funds, in less out+25.6 million shekels
- Net inflow after withdrawals and transfers+22.2 million shekels
These amounts cover the last twelve months.
Over 5 years the fund returned +5.37% a year on average.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, July 2024 | 0.00% | – |
| Since the start of 2024 | +7.18% | – |
| 3 years | +11.54% | +3.71% |
| 5 years | +29.89% | +5.37% |
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 up to 50
- Managed by
- Phoenix
- Fee on deposits
- 0.00%
- Who may join
- Open to everyone
- In the Authority's reports since
- December 2015
- Started on
- 29 December 2015
- Number in the Authority's reports
- 9905
These are the risk measures the Authority reports for the last 60 months.
- Standard deviation
- 9.58%How far the monthly return moved around its average. A larger figure means bigger swings.
- Sharpe ratio
- 0.46The return above a risk-free return for each unit of risk. A larger figure means more return for the risk taken.
- Alpha
- 0.12The part of the return that the fund's exposure to the market does not explain.
These funds are close to this one in size.
- קופת גמל עו"ס לבני 50 ומטה8.2 million shekels
- קו הבריאות קופת גמל לתגמולים ולפיצויים (לא משלמת) לבני 50 ומטה27.8 million shekels
- קופת גמל הנדסאים - מסלול עד 5031.6 million shekels
- גמל-על, קופת תגמולים לעובדי אל על, אגודה שיתופית בע"מ עד 5049.1 million shekels
- קופת תגמולים של העובדים בעירית תל אביב- יפו אגודה שיתופית בע"מ מסלול לבני 50 ומטה.58.3 million shekels
- ארם - קופת גמל לתגמולים של ארגון הרופאים עובדי המדינה עד 5070.8 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 גמל פאסיבי לבני 50 ומטה?
In the Authority's report for July 2024, the fee on the savings is 0.62% a year and the fee on deposits is 0.00%.
What were the returns of הפניקס גמל פאסיבי לבני 50 ומטה?
In July 2024, the return since the start of 2024 was +7.18%, and the average yearly return over 5 years was +5.37%. These returns are before management fees.
How much money does הפניקס גמל פאסיבי לבני 50 ומטה hold?
The fund held 0.0 million shekels at the end of July 2024, in the Authority's report.
Who may join הפניקס גמל פאסיבי לבני 50 ומטה?
Open to everyone
The figures are from the monthly reports of the Capital Market, Insurance and Savings Authority for July 2024, read on 5 November 2026. Returns are before management fees, and past returns say nothing about future ones.