This fund's reports stopped after June 2024, so the figures are for that month, and the fund is not counted in the lists of funds that report today.
הפניקס פנסיה מקיפה מסלול פאסיבי לבני 50 עד 60 stopped reporting after June 2024.
These are its returns, fees, assets and risk in the Authority's report for June 2024, and how it compares with the funds on its track.
₪10,000 put in at the start of July 2019 would have become, by the end of June 2024
₪13,650+36.5%
The dashed line is the amount put in.
April 2018June 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 April 2018.
This is how the fund's money was invested in June 2024.
- Exposure to shares
- 48.9%
- Exposure abroad
- 37.8%
- Exposure to foreign currency
- 19.2%
- Liquid assets
- 90.9%
Over the last 12 months the fund received 83.0 million shekels in deposits and paid out 14.5 million shekels in withdrawals.
- Deposits83.0 million shekels
- Withdrawals14.5 million shekels
- Transfers between funds, in less out-32.7 million shekels
- Net inflow after withdrawals and transfers+35.9 million shekels
These amounts cover the last twelve months.
Over 5 years the fund returned +6.42% a year on average.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, June 2024 | +0.98% | – |
| Since the start of 2024 | +6.49% | – |
| 3 years | +18.73% | +5.89% |
| 5 years | +36.50% | +6.42% |
The Authority states that these returns are before the fund's management fees, on the explanation pages of pensyanet.cma.gov.il. Past returns say nothing about future ones.
These are the fund's details in the Authority's reports.
- Kind of fund
- pension fund
- Track
- age 50 to 60
- Managed by
- Phoenix
- Fee on deposits
- 1.60%
- Class in the Authority's reports
- New pension fund
- In the Authority's reports since
- April 2018
- Started on
- 11 January 2018
- Number in the Authority's reports
- 12117
These are the risk measures the Authority reports for the last 60 months.
- Standard deviation
- 6.79%How far the monthly return moved around its average. A larger figure means bigger swings.
- Sharpe ratio
- 0.78The return above a risk-free return for each unit of risk. A larger figure means more return for the risk taken.
- Alpha
- 2.16The part of the return that the fund's exposure to the market does not explain.
These funds are close to this one in size.
- מגדל מקפת משלימה לבני 50 עד 601.3 billion shekels
- כלל פנסיה משלימה לבני 50 עד 601.4 billion shekels
- הפניקס פנסיה משלימה - מסלול לבני 50 עד 60883 million shekels
- הראל פנסיה כללית - גילאי 50 עד 60694 million shekels
- מיטב פנסיה כללית לבני 50 עד 60508 million shekels
- אינפיניטי מקיפה מסלול לבני 50 עד 60337 million shekels
Phoenix has more pension funds.
- הפניקס פנסיה מקיפה - מסלול לבני 50 עד 6017.1 billion shekels
- הפניקס פנסיה משלימה - מסלול לבני 50 עד 60883 million shekels
- הפניקס פנסיה מקיפה - מסלול לבני 50 ומטה59.9 billion shekels
- הפניקס פנסיה מקיפה - מניות24.4 billion shekels
- הפניקס פנסיה מקיפה עוקב מדד S&P 50020.7 billion shekels
- הפניקס פנסיה מקיפה - מסלול בסיסי למקבלי קצבה17.2 billion shekels
These are the questions people ask about this fund.
What are the management fees of הפניקס פנסיה מקיפה מסלול פאסיבי לבני 50 עד 60?
In the Authority's report for June 2024, the fee on the savings is 0.16% a year and the fee on deposits is 1.60%.
What were the returns of הפניקס פנסיה מקיפה מסלול פאסיבי לבני 50 עד 60?
In June 2024, the return since the start of 2024 was +6.49%, and the average yearly return over 5 years was +6.42%. These returns are before management fees.
How much money does הפניקס פנסיה מקיפה מסלול פאסיבי לבני 50 עד 60 hold?
The fund held 1.3 billion shekels at the end of June 2024, in the Authority's report.
Who may join הפניקס פנסיה מקיפה מסלול פאסיבי לבני 50 עד 60?
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 June 2024, read on 5 November 2026. Returns are before management fees, and past returns say nothing about future ones.