אינפיניטי כללית עוקב מדד S&P 500 holds 3.5 million shekels and charges 0.17% 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 2022 would have become, by the end of September 2026
₪17,089+70.9%
The dashed line is the amount put in.
July 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 18 pension funds on the S&P 500 index 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 18 of 18 by assets.
Since the start of the year+8.04%
Place 2 of 18 from the highest, and the funds' average is +7.60%.
3 years, yearly average+13.77%
Place 2 of 13 from the highest, and the funds' average is +12.87%.
Fee on savings0.17%
Place 11 of 18 from the lowest, and the funds' average is 0.16%.
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 July 2022.
This is how the fund's money was invested in September 2026.
- Exposure to shares
- 98.3%
- Exposure abroad
- 113.0%
- Exposure to foreign currency
- 92.5%
- Liquid assets
- 98.9%
An exposure is the amount the Authority reports divided by the fund's assets, so one figure can be above 100%.
Over the last 12 months the fund received 0.5 million shekels in deposits and paid out 0.1 million shekels in withdrawals.
- Deposits0.5 million shekels
- Withdrawals0.1 million shekels
- Transfers between funds, in less out-0.1 million shekels
- Net inflow after withdrawals and transfers+0.2 million shekels
These amounts cover the last twelve months.
These are the returns the fund has reported.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, September 2026 | +1.98% | – |
| Since the start of 2026 | +8.04% | – |
| 3 years | +47.26% | +13.77% |
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
- S&P 500 index
- Managed by
- Infinity
- Fee on deposits
- 1.00%
- Class in the Authority's reports
- General pension fund
- In the Authority's reports since
- July 2022
- Started on
- 28 March 2022
- Number in the Authority's reports
- 14058
These funds are close to this one in size.
- אלטשולר שחם פנסיה כללית עוקב מדדים גמיש3.3 million shekels
- הראל פנסיה עוקב מדד S&P 50033.1 billion shekels
- מור פנסיה כללית עוקבי מדדים עוקב מדד S&P 50043.4 million shekels
- מגדל מקפת אישית עוקב מדד S&P 50022.7 billion shekels
- אינפיניטי מקיפה עוקב מדד S&P 50076.0 million shekels
- הפניקס פנסיה מקיפה עוקב מדד S&P 50020.7 billion shekels
Infinity has more pension funds.
- אינפיניטי מקיפה עוקב מדד S&P 50076.0 million shekels
- אינפיניטי מקיפה מסלול לבני 50 ומטה1.4 billion shekels
- אינפיניטי מקיפה מסלול לבני 50 עד 60337 million shekels
- אינפיניטי מקיפה מסלול לבני 60 ומעלה246 million shekels
- אינפיניטי מקיפה הלכה78.9 million shekels
- אינפיניטי פנסיה מקיפה משולב סחיר55.0 million shekels
These are the questions people ask about this fund.
What are the management fees of אינפיניטי כללית עוקב מדד S&P 500?
In the Authority's report for September 2026, the fee on the savings is 0.17% a year and the fee on deposits is 1.00%.
What were the returns of אינפיניטי כללית עוקב מדד S&P 500?
In September 2026, the return since the start of 2026 was +8.04%, and the average yearly return over 5 years was –. These returns are before management fees.
How much money does אינפיניטי כללית עוקב מדד S&P 500 hold?
The fund held 3.5 million shekels at the end of September 2026, in the Authority's report.
Who may join אינפיניטי כללית עוקב מדד S&P 500?
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.