Phoenix Child Savings — Medium-Risk Track

Data updated through August 2026

Investment policy — mvdl hk"m Other — Child savings – medium risk

Fund details

Asset allocation based on the reported data.

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	13.62%	28.38
Tradable corporate bonds and bond ETFs	23.58%	49.14
Non-tradable corporate bonds	1.23%	2.55
Equities, options and equity ETFs	33.49%	69.79
Deposits	-2.34%	-4.88
Loans	5.94%	12.37
Cash and cash equivalents	19.71%	41.08
Mutual funds	1.73%	3.61
Other assets	3.05%	6.35

Asset allocation

The chart shows positive values only; the complete source data appears in the table.

The selected fund compared with other funds in the same category.

Showing 1–9 of 9 funds

Fund name	12 months	3 years	5 years	Rating	Management fees	Plan membership
Harel Child Savings — Medium-Risk Trackהראל פנסיה וגמל בע"מ	13.13%	37.55%	39.41%		0.01%	Visit institution website
Altshuler Shaham Child Savings Medium Riskאלטשולר שחם גמל ופנסיה בע"מ	11.02%	38.74%	35.60%		0.02%	Visit institution website
Menora Mivtachim Child Savings Program — Medium-Risk Trackמנורה מבטחים פנסיה וגמל בע"מ	13.65%	40.56%	43.11%		0.01%	Visit institution website
Migdal Child Savings — Medium-Risk Trackמגדל מקפת קרנות פנסיה וקופות גמל בע"מ	13.14%	40.59%	41.04%		0.01%	Visit institution website
Phoenix Child Savings — Medium-Risk TrackSelected Fund · הפניקס פנסיה וגמל בע"מ	12.04%	42.40%	41.94%		0.02%	Visit institution website
Analyst Track-based — Long-Term Child Savings Provident Fund — Medium-Risk Trackאנליסט קופות גמל בע"מ	10.81%	42.97%	49.10%		0.02%	Visit institution website
Meitav Child Savings Program Provident Fund — Medium-Risk Trackמיטב גמל ופנסיה בע"מ	13.40%	43.97%	46.12%		0.02%	Visit institution website
Infinity Child Savings — Medium-Risk Trackאינפיניטי השתלמות, גמל ופנסיה בע"מ	14.26%	47.55%	52.19%		0.02%	Visit institution website
Clal Child Savings Program Medium-Risk Trackכלל פנסיה וגמל בע"מ	No data	No data	No data	No data**	No data	Visit institution website
Market average	12.68%	41.79%	43.56%	No data	0.02%

** Not enough data for a rating yet

Asset allocation

Asset allocation based on the reported data.

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	13.62%	28.38
Tradable corporate bonds and bond ETFs	23.58%	49.14
Non-tradable corporate bonds	1.23%	2.55
Equities, options and equity ETFs	33.49%	69.79
Deposits	-2.34%	-4.88
Loans	5.94%	12.37
Cash and cash equivalents	19.71%	41.08
Mutual funds	1.73%	3.61
Other assets	3.05%	6.35