הפניקס עוקב מדדי מניות holds 1.4 billion shekels in assets.
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 February 2025 would have become, by the end of September 2026
₪14,883+48.8%
The dashed line is the amount put in.
February 2025September 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 9 insurance savings tracks on the stock index tracking 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 1 of 9 by assets.
Since the start of the year+6.05%
Place 8 of 8 from the highest, and the funds' average is +9.81%.
All the insurance savings tracks on the stock index tracking track
The fund's assets have changed like this since February 2025.
This is how the fund's money was invested in September 2026.
- Exposure to shares
- 98.4%
- Exposure abroad
- 12.6%
- Exposure to foreign currency
- 1.1%
- Liquid assets
- 83.8%
These are the returns the fund has reported.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, September 2026 | -0.37% | – |
| Since the start of 2026 | +6.05% | – |
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
- stock index tracking
- Managed by
- Phoenix
- Class in the Authority's reports
- Policies issued from 2004
- In the Authority's reports since
- February 2025
- Number in the Authority's reports
- 15530
These funds are close to this one in size.
- מנורה מבטחים ביטוח בע"מ בסיסי למקבלי קצבה (2)1.4 billion shekels
- הראל מסלול עוקב מדדי מניות678 million shekels
- הכשרה חברה לביטוח בע"מ- עוקב מדדי מניות28.3 million shekels
- מגדל מסלול עוקב מדדי מניות625 million shekels
- הפניקס עוקב מדדי מניות94.3 million shekels
- מנורה מבטחים ביטוח בע"מ עוקב מדדי מניות619 million shekels
Phoenix has more insurance savings tracks.
These are the questions people ask about this fund.
What are the management fees of הפניקס עוקב מדדי מניות?
The Authority's report for September 2026 gives no management fee for this fund.
What were the returns of הפניקס עוקב מדדי מניות?
In September 2026, the return since the start of 2026 was +6.05%, and the average yearly return over 5 years was –. These returns are before management fees.
How much money does הפניקס עוקב מדדי מניות hold?
The fund held 1.4 billion shekels at the end of September 2026, in the Authority's report.
Who may join הפניקס עוקב מדדי מניות?
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.