10 insurance savings tracks on the age 60 and over track report today, and they hold 16.7 billion shekels between them.
These are the returns, fees and assets of the insurance savings tracks on the age 60 and over track in the Authority's report for September 2026. The list starts with the largest by assets, and the buttons above it sort it by any figure.
Each block is a fund, and its size is the money it holds.
Each dot is one fund, and the large dot is the average of them all.
Since the start of the year+5.15%
Average of 10 funds
Lowest fund: הפניקס לבני 60 ומעלהHighest fund: כלל חברה לביטוח בע"מ מסלול לבני 60 ומעלה
3 years, yearly average+9.09%
Average of 10 funds
Lowest fund: הראל מסלול לבני 60 ומעלהHighest fund: איילון מסלול לבני 60 ומעלה
5 years, yearly average+5.39%
Average of 9 funds
Lowest fund: הראל מסלול לבני 60 ומעלהHighest fund: הפניקס לבני 60 ומעלה
Fee on savings0.74%
Average of 10 funds
Lowest fund: מנורה מבטחים ביטוח בע"מ לבני 60 ומעלה (משת)Highest fund: כלל חברה לביטוח בע"מ מסלול לבני 60 ומעלה פוליסות לפני 2004
An average counts every fund once, whatever its size. Returns are before management fees, and past returns say nothing about future ones.
This chart shows the average return of the insurance savings tracks on the age 60 and over track in each full year.
A year is shown when at least three funds reported all twelve months of it.
The 10 insurance savings tracks on the age 60 and over track that reported for September 2026 are listed here.
- מגדל מסלול לבני 60 ומעלהMigdal
3.9 billion shekels
Fee 0.75%This year +5.29%5 years +5.47%
- הפניקס לבני 60 ומעלהPhoenix
3.8 billion shekels
Fee 0.75%This year +4.51%5 years +6.05%
- הראל מסלול לבני 60 ומעלהHarel
3.5 billion shekels
Fee 0.62%This year +4.71%5 years +4.67%
2.4 billion shekels
Fee 0.69%This year +6.31%5 years +5.77%
- מנורה מבטחים ביטוח בע"מ לבני 60 ומעלהMenora Mivtachim
1.4 billion shekels
Fee 0.78%This year +4.98%5 years +5.36%
843 million shekels
Fee 1.05%This year +6.06%5 years +5.67%
- הראל מסלול לגילאי 60 ומעלהHarel
362 million shekels
Fee 0.83%This year +4.71%5 years +4.67%
- מנורה מבטחים ביטוח בע"מ לבני 60 ומעלה (משת)Menora Mivtachim
219 million shekels
Fee 0.61%This year +4.98%5 years –
- הכשרה חברה לביטוח בע"מ לבני 60 ומעלהHachshara
191 million shekels
Fee 0.74%This year +4.94%5 years +5.09%
- איילון מסלול לבני 60 ומעלהAyalon
109 million shekels
Fee 0.63%This year +5.04%5 years +5.80%
These are the other tracks of the insurance savings tracks.
- lettered funds (Het, Tet and Yod)240 billion shekels19 funds
- general144 billion shekels16 funds
- pension recipients, basic41.8 billion shekels12 funds
- stocks35.8 billion shekels18 funds
- age 50 to 6025.5 billion shekels10 funds
- age up to 5018.9 billion shekels10 funds
- S&P 500 index11.8 billion shekels9 funds
- credit and bonds11.3 billion shekels12 funds
- bonds with up to 25% stocks8.5 billion shekels8 funds
- traded stocks5.0 billion shekels7 funds
- flexible index tracking4.6 billion shekels11 funds
- stock index tracking4.1 billion shekels9 funds
1 fund stopped reporting in the last three years
These are the questions people ask about these funds.
How many insurance savings tracks on the age 60 and over track are there?
10 insurance savings tracks on the age 60 and over track reported for September 2026. Together they hold 16.7 billion shekels, and one more stopped reporting in the last three years.
What is the average fee of the insurance savings tracks on the age 60 and over track?
The average fee on savings is 0.74% a year, over the 10 insurance savings tracks on the age 60 and over track that report one. Every fund counts once, whatever its size.
Which of the insurance savings tracks on the age 60 and over track has the highest return over 5 years?
הפניקס לבני 60 ומעלה has the highest average yearly return over 5 years, +6.05%, of the 9 insurance savings tracks on the age 60 and over track with a 5-year figure. The lowest is הראל מסלול לגילאי 60 ומעלה, with +4.67%. These returns are before management fees.
Are these returns before or after management fees?
They are before. The Authority states that the returns it reports are before the fund's management fees, so a saver's own return is lower by the fee on savings.
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.