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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 | 3.20% | 13.31 |
| Tradable corporate bonds and bond ETFs | 0% | 0 |
| Non-tradable corporate bonds | 0% | 0 |
| Equities, options and equity ETFs | 94.70% | 393.99 |
| Deposits | 0% | 0 |
| Loans | 0.11% | 0.45 |
| Cash and cash equivalents | 2.06% | 8.56 |
| Mutual funds | 0% | 0 |
| Other assets | -0.06% | -0.27 |
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 11–12 of 12 funds
| Fund name | 12 months | 3 years | 5 years | Rating | Management fees | Plan membership |
|---|---|---|---|---|---|---|
| Phoenix Investment Provident Fund Equitiesהפניקס פנסיה וגמל בע"מ | No data | 76.15% | 75.75% | No data | 0.59% | No data |
| Yelin Lapidot Investment Provident Fund Equity Trackילין לפידות ניהול קופות גמל בע"מ | No data | 68.44% | 77.41% | No data | 0.67% | No data |
| Market average | No data | 74.89% | 78.10% | No data | 0.62% |
