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English
Englishעבריתالعربية
English
Englishעבריתالعربية
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 1–10 of 12 funds
| Fund name | 12 months | 3 years | 5 years | Rating | Management fees | Plan membership |
|---|---|---|---|---|---|---|
| Harel Investment Provident Fund Equitiesהראל פנסיה וגמל בע"מ | No data | 88.03% | 96.84% | No data | 0.55% | No data |
| Clal Gemel Atid Equitiesכלל פנסיה וגמל בע"מ | No data | 78.86% | 72.17% | No data | 0.64% | No data |
| More Investment Provident Fund — Equitiesמור גמל ופנסיה בע"מ | No data | 78.81% | 78.11% | No data | 0.73% | No data |
| Meitav Investment Provident Fund Equitiesמיטב גמל ופנסיה בע"מ | No data | 77.51% | 78.26% | No data | 0.59% | No data |
| Phoenix Investment Provident Fund Equitiesהפניקס פנסיה וגמל בע"מ | No data | 76.15% | 75.75% | No data | 0.59% | No data |
| Migdal Investment Provident Fund Equitiesמגדל מקפת קרנות פנסיה וקופות גמל בע"מ | No data | 75.85% | 77.11% | No data | 0.59% | No data |
| Analyst Track-based — Investment Provident Fund Equitiesאנליסט קופות גמל בע"מ | No data | 69.97% | 75.92% | No data | 0.61% | No data |
| Infinity Investment Provident Fund Equitiesאינפיניטי השתלמות, גמל ופנסיה בע"מ | No data | 69.63% | 92.52% | No data | 0.60% | No data |
| Yelin Lapidot Investment Provident Fund Equity TrackSelected Fund · ילין לפידות ניהול קופות גמל בע"מ | No data | 68.44% | 77.41% | No data | 0.67% | No data |
| Altshuler Shaham Savings Plus Equitiesאלטשולר שחם גמל ופנסיה בע"מ | No data | 65.62% | 56.86% | No data | 0.59% | No data |
| Market average | No data | 74.89% | 78.10% | No data | 0.62% |
Current comparison of displayed tracks against the market average
