הפניקס BlackRock כללי holds 614 million shekels and charges 1.37% 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 January 2022 would have become, by the end of September 2026
₪13,678+36.8%
The dashed line is the amount put in.
January 2022September 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 16 insurance savings tracks on the general 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 12 of 16 by assets.
Since the start of the year+2.34%
Place 14 of 16 from the highest, and the funds' average is +5.36%.
3 years, yearly average+6.36%
Place 14 of 14 from the highest, and the funds' average is +12.01%.
Fee on savings1.37%
Place 16 of 16 from the lowest, and the funds' average is 0.96%.
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 January 2022.
This is how the fund's money was invested in September 2026.
- Exposure to shares
- 60.1%
- Exposure abroad
- 101.9%
- Exposure to foreign currency
- 97.9%
- Liquid assets
- 94.7%
An exposure is the amount the Authority reports divided by the fund's assets, so one figure can be above 100%.
These are the returns the fund has reported.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, September 2026 | +2.48% | – |
| Since the start of 2026 | +2.34% | – |
| 3 years | +20.31% | +6.36% |
The Authority states that these returns are before the fund's management fees, on the explanation pages of bituachnet.cma.gov.il. Past returns say nothing about future ones.
These are the fund's details in the Authority's reports.
- Kind of fund
- insurance savings track
- Track
- general
- Managed by
- Phoenix
- Class in the Authority's reports
- Policies issued from 2004
- In the Authority's reports since
- January 2022
- Number in the Authority's reports
- 13644
These funds are close to this one in size.
- הפניקס עוקב מדדי אג"ח614 million shekels
- הפניקס-אקסלנס אינווסט מסלול כללי292 million shekels
- הכשרה- אנליסט ניהול תיקי השקעות בע"מ- כללי2.1 billion shekels
- אי.די.אי.-כללי220 million shekels
- הכשרה - אלטשולר שחם בע"מ - כללי2.1 billion shekels
- הראל fidelity מסלול כללי56.5 million shekels
Phoenix has more insurance savings tracks.
These are the questions people ask about this fund.
What are the management fees of הפניקס BlackRock כללי?
In the Authority's report for September 2026, the fee on the savings is 1.37% a year and the fee on deposits is –.
What were the returns of הפניקס BlackRock כללי?
In September 2026, the return since the start of 2026 was +2.34%, and the average yearly return over 5 years was –. These returns are before management fees.
How much money does הפניקס BlackRock כללי hold?
The fund held 614 million shekels at the end of September 2026, in the Authority's report.
Who may join הפניקס BlackRock כללי?
The Authority's reports do not say who may join this kind of fund, and the company that manages it can say.
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.