הפניקס - מסלול השקעה בניהול אישי holds 14.5 billion shekels and charges 3.72% 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 July 2024 would have become, by the end of September 2026
₪10,0000.0%
The dashed line is the amount put in.
July 2024September 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.
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 April 2012.
This is how the fund's money was invested in September 2026.
- Exposure to shares
- 66.6%
- Exposure abroad
- 58.5%
- Exposure to foreign currency
- 52.7%
- Liquid assets
- 60.2%
These are the returns the fund has reported.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, September 2026 | 0.00% | – |
| Since the start of 2026 | 0.00% | – |
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
- Managed by
- Phoenix
- Fee on deposits
- 0.00%
- Class in the Authority's reports
- Policies issued from 2004
- In the Authority's reports since
- April 2012
- Number in the Authority's reports
- 2081
These funds are close to this one in size.
- כלל חברה לביטוח בע"מ כללי14.2 billion shekels
- הראל מסלול כללי25.5 billion shekels
- מגדל מסלול בסיסי למקבלי קצבה13.2 billion shekels
- הראל-קרן י'27.4 billion shekels
- מנורה-קרן י'13.1 billion shekels
- הפניקס - קרן י'37.7 billion shekels
Phoenix has more insurance savings tracks.
These are the questions people ask about this fund.
What are the management fees of הפניקס - מסלול השקעה בניהול אישי?
In the Authority's report for September 2026, the fee on the savings is 3.72% a year and the fee on deposits is 0.00%.
What were the returns of הפניקס - מסלול השקעה בניהול אישי?
In September 2026, the return since the start of 2026 was 0.00%, and the average yearly return over 5 years was –. These returns are before management fees.
How much money does הפניקס - מסלול השקעה בניהול אישי hold?
The fund held 14.5 billion shekels at the end of September 2026, in the Authority's report.
Who may join הפניקס - מסלול השקעה בניהול אישי?
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.