מיטב פנסיה מקיפה מניות סחיר holds 551 million shekels and charges 0.11% 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
₪11,867+18.7%
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.
Among the 16 pension funds on the traded stocks 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 6 of 16 by assets.
Since the start of the year+12.52%
Place 4 of 12 from the highest, and the funds' average is +10.99%.
Fee on savings0.11%
Place 1 of 14 from the lowest, and the funds' average is 0.16%.
The fund's assets have changed like this since July 2024.
This is how the fund's money was invested in September 2026.
- Exposure to shares
- 70.9%
- Exposure abroad
- 70.9%
- Exposure to foreign currency
- 69.4%
- Liquid assets
- 96.7%
Over the last 12 months the fund received 41.3 million shekels in deposits and paid out 2.7 million shekels in withdrawals.
- Deposits41.3 million shekels
- Withdrawals2.7 million shekels
- Transfers between funds, in less out+147 million shekels
- Net inflow after withdrawals and transfers+185 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 | +3.57% | – |
| Since the start of 2026 | +12.52% | – |
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
- traded stocks
- Managed by
- Meitav
- Fee on deposits
- 1.25%
- Class in the Authority's reports
- New pension fund
- In the Authority's reports since
- July 2024
- Started on
- 1 July 2024
- Number in the Authority's reports
- 15360
These funds are close to this one in size.
- מיטב פנסיה כללית מניות534 million shekels
- הראל פנסיה כללית מניות סחיר377 million shekels
- מור פנסיה מקיפה מתמחים באפיקי השקעה סחירים מניות סחיר943 million shekels
- מנורה מבטחים פנסיה מניות סחיר299 million shekels
- כלל פנסיה מניות סחיר1.5 billion shekels
- הפניקס פנסיה משלימה מניות סחיר218 million shekels
Meitav has more pension funds.
These are the questions people ask about this fund.
What are the management fees of מיטב פנסיה מקיפה מניות סחיר?
In the Authority's report for September 2026, the fee on the savings is 0.11% a year and the fee on deposits is 1.25%.
What were the returns of מיטב פנסיה מקיפה מניות סחיר?
In September 2026, the return since the start of 2026 was +12.52%, and the average yearly return over 5 years was –. These returns are before management fees.
How much money does מיטב פנסיה מקיפה מניות סחיר hold?
The fund held 551 million shekels at the end of September 2026, in the Authority's report.
Who may join מיטב פנסיה מקיפה מניות 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.