Loading the page…
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 | 25.41% | 130.97 |
| Tradable corporate bonds and bond ETFs | 32.96% | 169.91 |
| Non-tradable corporate bonds | 2.45% | 12.65 |
| Equities, options and equity ETFs | 12.26% | 63.22 |
| Deposits | 1.36% | 7.02 |
| Loans | 3.76% | 19.37 |
| Cash and cash equivalents | 11.52% | 59.39 |
| Mutual funds | 0.38% | 1.96 |
| Other assets | 9.90% | 51.03 |
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 |
|---|---|---|---|---|---|---|
| Harel Investment Provident Fund Credit and Bond Trackהראל פנסיה וגמל בע"מ | No data | No data | No data | No data | 0.54% | No data |
| Migdal Investment Provident Fund Credit and Bond Trackמגדל מקפת קרנות פנסיה וקופות גמל בע"מ | No data | No data | No data | No data | 0.62% | No data |
| More Investment Provident Fund — Credit and Bond Trackמור גמל ופנסיה בע"מ | No data | 29.35% | No data | No data | 0.70% | No data |
| Market average | No data | 23.19% | 22.70% | No data | 0.62% |