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Data updated through August 2026
Investment policy — Specialist Managed Active — Equities
Asset allocation based on the reported data.
| Asset type | Rate | Amount (₪ millions) |
|---|---|---|
| Tradable government bonds | 24.75% | 836.27 |
| Tradable corporate bonds and bond ETFs | 0.56% | 19.03 |
| Non-tradable corporate bonds | 0% | 0 |
| Equities, options and equity ETFs | 37.33% | 1,261.46 |
| Deposits | 1.43% | 48.49 |
| Loans | 0% | 0 |
| Cash and cash equivalents | 34.70% | 1,172.6 |
| Mutual funds | 0.82% | 27.84 |
| Other assets | 0.41% | 13.71 |
The selected fund compared with other funds in the same category.
Showing 11–12 of 12 funds
| Fund name | 12 months | 3 years | 5 years | Rating | Management fees | Plan membership |
|---|---|---|---|---|---|---|
| Ayalon Investment Provident Fund Equitiesאיילון קופות גמל בע"מ | No data | No data | No data | No data | No data | No data |
| Menora Mivtachim Investment Provident Fund Equity Trackמנורה מבטחים פנסיה וגמל בע"מ | No data | No data | No data | No data | No data | No data |
| Market average | No data | 74.89% | 78.10% | No data | 0.62% |
Current comparison of displayed tracks against the market average