כלל פנסיה עוקב מדדים למקבלי קצבה holds 36.4 million shekels and charges 0.14% 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.
Among the 12 pension funds on the pension recipients, index tracking 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 4 of 12 by assets.
Fee on savings0.14%
Place 2 of 10 from the lowest, and the funds' average is 0.17%.
All the pension funds on the pension recipients, index tracking track
This is how the fund's money was invested in September 2026.
- Exposure to shares
- 39.5%
- Exposure abroad
- 23.8%
- Exposure to foreign currency
- 12.5%
- Liquid assets
- 95.6%
Over the last 5 months the fund received 0.0 million shekels in deposits and paid out 0.7 million shekels in withdrawals.
- Deposits0.0 million shekels
- Withdrawals0.7 million shekels
- Transfers between funds, in less out+36.3 million shekels
- Net inflow after withdrawals and transfers+35.7 million shekels
These amounts cover the 5 months of the last twelve for which the fund reported.
These are the returns the fund has reported.
| Period | Return in all | Average a year |
|---|---|---|
| Last month, September 2026 | +0.84% | – |
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
- Managed by
- Clal
- Fee on deposits
- 1.52%
- Class in the Authority's reports
- New pension fund
- In the Authority's reports since
- May 2026
- Started on
- 26 January 2026
- Number in the Authority's reports
- 15813
These funds are close to this one in size.
- הראל פנסיה כללית הלכה34.6 million shekels
- מור פנסיה מקיפה עוקבי מדדים עוקב מדדים - למקבלי קצבה30.1 million shekels
- מיטב פנסיה מקיפה עוקב מדדים למקבלי קצבה187 million shekels
- אלטשולר שחם פנסיה מקיפה עוקב מדדים למקבלי קצבה14.4 million shekels
- מנורה מבטחים פנסיה עוקב מדדים למקבלי קצבה319 million shekels
- מיטב פנסיה כללית עוקב מדדים למקבלי קצבה9.5 million shekels
Clal has more pension funds.
These are the questions people ask about this fund.
What are the management fees of כלל פנסיה עוקב מדדים למקבלי קצבה?
In the Authority's report for September 2026, the fee on the savings is 0.14% a year and the fee on deposits is 1.52%.
What were the returns of כלל פנסיה עוקב מדדים למקבלי קצבה?
The Authority's report for September 2026 gives no return for the year so far or for 5 years.
How much money does כלל פנסיה עוקב מדדים למקבלי קצבה hold?
The fund held 36.4 million shekels at the end of September 2026, in the Authority's report.
Who may join כלל פנסיה עוקב מדדים למקבלי קצבה?
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.