הפניקס פנסיה משלימה- שריעה holds 1.1 billion shekels and charges 0.13% 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 September 2022 would have become, by the end of September 2026
₪18,078+80.8%
The dashed line is the amount put in.
September 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.
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 September 2022.
This is how the fund's money was invested in September 2026.
- Exposure to shares
- 89.4%
- Exposure abroad
- 96.9%
- Exposure to foreign currency
- 96.9%
- Liquid assets
- 91.1%
Over the last 12 months the fund received 109 million shekels in deposits and paid out 15.4 million shekels in withdrawals.
- Deposits109 million shekels
- Withdrawals15.4 million shekels
- Transfers between funds, in less out+482 million shekels
- Net inflow after withdrawals and transfers+575 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 | +3.81% | – |
| Since the start of 2026 | +12.51% | – |
| 3 years | +50.41% | +14.58% |
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
- Islamic law
- Managed by
- Phoenix
- Fee on deposits
- 1.28%
- Class in the Authority's reports
- General pension fund
- In the Authority's reports since
- September 2022
- Started on
- 26 June 2022
- Number in the Authority's reports
- 14082
These funds are close to this one in size.
- כלל פנסיה משלימה עוקב מדד S&P 5001.1 billion shekels
- אלטשולר שחם פנסיה מקיפה עוקב מדדי מניות1.2 billion shekels
- כלל פנסיה הלכה1.1 billion shekels
- מגדל מקפת משלימה כללי1.2 billion shekels
- הראל פנסיה כללית - כללי998 million shekels
- מנורה מבטחים משלימה - בסיסי למקבלי קצבה1.2 billion shekels
Phoenix has more pension funds.
- 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
- הפניקס פנסיה מקיפה - מסלול לבני 50 עד 6017.1 billion shekels
- הפניקס פנסיה מקיפה - מסלול לבני 60 ומעלה7.1 billion shekels
These are the questions people ask about this fund.
What are the management fees of הפניקס פנסיה משלימה- שריעה?
In the Authority's report for September 2026, the fee on the savings is 0.13% a year and the fee on deposits is 1.28%.
What were the returns of הפניקס פנסיה משלימה- שריעה?
In September 2026, the return since the start of 2026 was +12.51%, and the average yearly return over 5 years was –. These returns are before management fees.
How much money does הפניקס פנסיה משלימה- שריעה hold?
The fund held 1.1 billion shekels at the end of September 2026, in the Authority's report.
Who may join הפניקס פנסיה משלימה- שריעה?
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.