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English
Englishעבריתالعربية
English
Englishעבריתالعربية
Data updated through August 2026
Investment policy — Specialist Managed Active — Credit and Bond Track
Asset allocation based on the reported data.
| Asset type | Rate | Amount (₪ millions) |
|---|---|---|
| Tradable government bonds | 44.80% | 141.4 |
| Tradable corporate bonds and bond ETFs | 25.93% | 81.86 |
| Non-tradable corporate bonds | 1.87% | 5.89 |
| Equities, options and equity ETFs | 8.51% | 26.87 |
| Deposits | 4.03% | 12.73 |
| Loans | 0% | 0 |
| Cash and cash equivalents | 11.46% | 36.17 |
| Mutual funds | 0.35% | 1.11 |
| Other assets | 3.04% | 9.6 |
The selected fund compared with other funds in the same category.
Showing 21–23 of 23 funds
| Fund name | 12 months | 3 years | 5 years | Rating | Management fees | Plan membership |
|---|---|---|---|---|---|---|
| Phoenix Investment Provident Fund Credit and Bond Track with up to 25% Equitiesהפניקס פנסיה וגמל בע"מ | No data | 25.60% | 24.24% | No data | 0.62% | No data |
| Yelin Lapidot Investment Provident Fund Credit and Bond Trackילין לפידות ניהול קופות גמל בע"מ | No data | 18.40% | 19.64% | No data | 0.67% | No data |
| Yelin Lapidot Investment Provident Fund Credit and Bond Track with up to 25% EquitiesSelected Fund · ילין לפידות ניהול קופות גמל בע"מ | No data | 23.77% | 25.38% | No data | 0.68% | No data |
| Market average | No data | 23.19% | 22.70% | No data | 0.62% |
Current comparison of displayed tracks against the market average
