20 pension funds on the existing pension recipients track report today, and they hold 13.2 billion shekels between them.
These are the returns, fees and assets of the pension funds on the existing pension recipients 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.
- מנורה מבטחים פנסיה מקבלי קצבה קיימים4.7 billion shekels
- מגדל מקפת אישית למקבלי קצבה קיימים2.8 billion shekels
- כלל פנסיה למקבלי קצבה קיימים16.3%
- הראל פנסיה - מקבלי קצבה קיימים14.0%
- הפניקס פנסיה מקיפה - מסלול מקבלי קצבה קיימים 505 million shekels
- מנורה מבטחים פנסיה קצבה לזכאים קיימים 360 million shekels
- The other 9 funds 229 million shekels
- מיטב פנסיה מקיפה מקבלי קצבה קיימים 225 million shekels
- כלל פנסיה משלימה למקבלי קצבה קיימים 127 million shekels
- מנורה מבטחים משלימה - מקבלי קצבה קיימים 77.6 million shekels
- מגדל מקפת אישית קצבה לזכאים קיימים 76.5 million shekels
- מגדל מקפת משלימה למקבלי קצבה קיימים 76.1 million shekels
Each dot is one fund, and the large dot is the average of them all.
Since the start of the year+3.15%
Average of 20 funds
Lowest fund: הראל פנסיה כללית - מקבלי קצבה קיימיםHighest fund: כלל פנסיה קצבה לזכאים קיימים
3 years, yearly average+5.39%
Average of 20 funds
Lowest fund: מנורה מבטחים משלימה - מקבלי קצבה קיימיםHighest fund: אלטשולר שחם פנסיה מקיפה למקבלי קצבה קיימים
5 years, yearly average+3.93%
Average of 20 funds
Lowest fund: מיטב פנסיה כללית מקבלי קצבה קיימיםHighest fund: אלטשולר שחם פנסיה מקיפה למקבלי קצבה קיימים
Fee on savings0.15%
Average of 20 funds
Lowest fund: מיטב פנסיה מקיפה מקבלי קצבה קיימיםHighest fund: מנורה מבטחים משלימה - מקבלי קצבה קיימים
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 pension funds on the existing pension recipients track in each full year.
A year is shown when at least three funds reported all twelve months of it.
The 20 pension funds on the existing pension recipients track that reported for September 2026 are listed here.
- מנורה מבטחים פנסיה מקבלי קצבה קיימיםMenora Mivtachim
4.7 billion shekels
Fee 0.15%This year +3.64%5 years +4.51%
2.8 billion shekels
Fee 0.14%This year +3.62%5 years +5.12%
2.2 billion shekels
Fee 0.14%This year +3.80%5 years +5.10%
1.8 billion shekels
Fee 0.16%This year +3.58%5 years +5.13%
505 million shekels
Fee 0.14%This year +3.52%5 years +4.88%
- מנורה מבטחים פנסיה קצבה לזכאים קיימיםMenora Mivtachim
360 million shekels
Fee 0.15%This year +4.63%5 years +7.05%
225 million shekels
Fee 0.11%This year +3.40%5 years +4.93%
127 million shekels
Fee 0.19%This year +1.60%5 years +0.19%
- מנורה מבטחים משלימה - מקבלי קצבה קיימיםMenora Mivtachim
77.6 million shekels
Fee 0.26%This year +0.76%5 years -0.19%
76.5 million shekels
Fee 0.14%This year +4.63%5 years +6.37%
76.1 million shekels
Fee 0.18%This year +2.03%5 years +1.11%
61.9 million shekels
Fee 0.15%This year +0.40%5 years +0.39%
49.8 million shekels
Fee 0.14%This year +4.99%5 years +6.96%
39.6 million shekels
Fee 0.14%This year +0.63%5 years -0.34%
30.7 million shekels
Fee 0.13%This year +1.12%5 years +0.32%
25.2 million shekels
Fee 0.16%This year +4.59%5 years +6.12%
- אלטשולר שחם פנסיה מקיפה למקבלי קצבה קיימיםAltshuler Shaham
9.3 million shekels
Fee 0.15%This year +4.56%5 years +8.12%
9.0 million shekels
Fee 0.11%This year +4.00%5 years +5.61%
- מסלול קצבה לזכאים קיימיםPhoenix
3.7 million shekels
Fee 0.14%This year +4.77%5 years +6.08%
- אלטשולר שחם פנסיה כללית למקבלי קצבה קיימיםAltshuler Shaham
0.3 million shekels
Fee 0.18%This year +2.83%5 years +1.09%
These are the other tracks of the pension funds.
- age up to 50327 billion shekels18 funds
- general300 billion shekels8 funds
- stocks144 billion shekels18 funds
- age 50 to 60144 billion shekels18 funds
- S&P 500 index135 billion shekels18 funds
- pension recipients, basic110 billion shekels18 funds
- age 60 and over65.2 billion shekels18 funds
- stock index tracking24.2 billion shekels18 funds
- Jewish law15.1 billion shekels16 funds
- traded stocks13.5 billion shekels16 funds
- mixed traded assets5.2 billion shekels18 funds
- flexible index tracking2.6 billion shekels18 funds
These are the questions people ask about these funds.
How many pension funds on the existing pension recipients track are there?
20 pension funds on the existing pension recipients track reported for September 2026. Together they hold 13.2 billion shekels, and none has stopped reporting in the last three years.
What is the average fee of the pension funds on the existing pension recipients track?
The average fee on savings is 0.15% a year, over the 20 pension funds on the existing pension recipients track that report one. Every fund counts once, whatever its size.
Which of the pension funds on the existing pension recipients track has the highest return over 5 years?
אלטשולר שחם פנסיה מקיפה למקבלי קצבה קיימים has the highest average yearly return over 5 years, +8.12%, of the 20 pension funds on the existing pension recipients track with a 5-year figure. The lowest is מיטב פנסיה כללית מקבלי קצבה קיימים, with -0.34%. 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.