כלל פנסיה משלימה משולב סחיר holds 49.0 million shekels and charges 0.19% 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 April 2023 would have become, by the end of September 2026
₪17,908+79.1%
The dashed line is the amount put in.
April 2023September 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 mixed traded assets 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 10 of 18 by assets.
Since the start of the year+8.00%
Place 7 of 18 from the highest, and the funds' average is +7.44%.
3 years, yearly average+20.08%
Place 4 of 16 from the highest, and the funds' average is +14.55%.
Fee on savings0.19%
Place 16 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 April 2023.
This is how the fund's money was invested in September 2026.
- Exposure to shares
- 53.2%
- Exposure abroad
- 4.0%
- Exposure to foreign currency
- 5.2%
- Liquid assets
- 89.4%
Over the last 12 months the fund received 4.9 million shekels in deposits and paid out 1.5 million shekels in withdrawals.
- Deposits4.9 million shekels
- Withdrawals1.5 million shekels
- Transfers between funds, in less out+23.7 million shekels
- Net inflow after withdrawals and transfers+27.1 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 | -0.07% | – |
| Since the start of 2026 | +8.00% | – |
| 3 years | +73.15% | +20.08% |
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
- mixed traded assets
- Managed by
- Clal
- Fee on deposits
- 1.04%
- Class in the Authority's reports
- General pension fund
- In the Authority's reports since
- April 2023
- Started on
- 1 January 2023
- Number in the Authority's reports
- 14231
These funds are close to this one in size.
- מור פנסיה כללית - מסלול בסיסי למקבלי קצבה48.4 million shekels
- אלטשולר שחם פנסיה מקיפה משולב סחיר33.3 million shekels
- אינפיניטי פנסיה מקיפה משולב סחיר55.0 million shekels
- מנורה מבטחים משלימה משולב סחיר24.3 million shekels
- הפניקס פנסיה מקיפה משולב סחיר108 million shekels
- מגדל מקפת משלימה משולב סחיר16.4 million shekels
Clal has more pension funds.
These are the questions people ask about this fund.
What are the management fees of כלל פנסיה משלימה משולב סחיר?
In the Authority's report for September 2026, the fee on the savings is 0.19% a year and the fee on deposits is 1.04%.
What were the returns of כלל פנסיה משלימה משולב סחיר?
In September 2026, the return since the start of 2026 was +8.00%, and the average yearly return over 5 years was –. These returns are before management fees.
How much money does כלל פנסיה משלימה משולב סחיר hold?
The fund held 49.0 million shekels at the end of September 2026, in the Authority's report.
Who may join כלל פנסיה משלימה משולב סחיר?
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.