5 funds for another purpose reported for September 2026, and they hold 1.4 billion shekels between them.
These are provident funds that the Authority files under a purpose other than the main kinds. These are their returns, fees and assets in the Authority's report for September 2026.
Each block is a company, and its size is the money it manages in funds for another purpose.
- מבטחים מוסד לביטוח סוציאלי של העובדים991 million shekels
- Menora Mivtachim13.2%
- קרן ביטוח ופנסיה לפועלים חקלאים ובלתי מקצועיים בישראל אגודה שיתופית7.9%
- קרן מקפת מרכז לפנסיה ותגמולים אגודה שיתופית 53.5 million shekels
- קרן הביטוח והפנסיה של פועלי בנין ועבודות ציבוריות אגודה שיתופית 31.4 million shekels
Each dot is one fund, and the large dot is the average of them all.
Since the start of the year+7.30%
Average of 5 funds
Lowest fund: מבטחים קופת גמל למטרות חופשה, חגים והבראהHighest fund: מבטחים - קופת גמל למחלה ותאונה
3 years, yearly average+12.73%
Average of 5 funds
Lowest fund: מבטחים קופת גמל למטרות חופשה, חגים והבראהHighest fund: מבטחים - קופת גמל למחלה ותאונה
5 years, yearly average+7.32%
Average of 5 funds
Lowest fund: מבטחים קופת גמל למטרות חופשה, חגים והבראהHighest fund: מבטחים - קופת גמל למחלה ותאונה
Fee on savings1.70%
Average of 5 funds
Lowest fund: קרן הביטוח ופנסיה של פועלי בנין ועבודות ציבוריות אגודה שיתופית בע"מHighest fund: מבטחים - קופת גמל למחלה ותאונה
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 funds for another purpose in each full year.
A year is shown when at least three funds reported all twelve months of it.
The 5 funds for another purpose that reported for September 2026 are listed here.
991 million shekels
Fee 2.00%This year +7.97%5 years +7.70%
180 million shekels
Fee 1.84%This year +5.14%5 years +6.07%
- קרן בטוח ופנסיה לפועלים חקלאים ובלתי מקצועיים בישראל א.ש. בע"מgeneral · Closed to the public
108 million shekels
Fee 1.97%This year +7.87%5 years +7.62%
- קרן מקפת - קרנות למטרה אחרתgeneral
53.5 million shekels
Fee 1.93%This year +7.77%5 years +7.53%
- קרן הביטוח ופנסיה של פועלי בנין ועבודות ציבוריות אגודה שיתופית בע"מgeneral · Closed to the public
31.4 million shekels
Fee 0.75%This year +7.77%5 years +7.68%
Each track of the funds for another purpose has its own page.
These are the questions people ask about these funds.
How many funds for another purpose are there?
5 funds for another purpose reported for September 2026. Together they hold 1.4 billion shekels, and none has stopped reporting in the last three years.
What is the average fee of the funds for another purpose?
The average fee on savings is 1.70% a year, over the 5 funds for another purpose that report one. Every fund counts once, whatever its size.
Which of the funds for another purpose has the highest return over 5 years?
מבטחים - קופת גמל למחלה ותאונה has the highest average yearly return over 5 years, +7.70%, of the 5 funds for another purpose with a 5-year figure. The lowest is מבטחים קופת גמל למטרות חופשה, חגים והבראה, with +6.07%. 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.