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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 | 8.01% | 23.93 |
| Tradable corporate bonds and bond ETFs | 74.15% | 221.63 |
| Non-tradable corporate bonds | 6.60% | 19.74 |
| Equities, options and equity ETFs | 2.83% | 8.45 |
| Deposits | 0% | 0 |
| Loans | 1.14% | 3.41 |
| Cash and cash equivalents | 5.53% | 16.53 |
| Mutual funds | 0% | 0 |
| Other assets | 1.74% | 5.2 |
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 |
|---|---|---|---|---|---|---|
| Ayalon Investment Provident Fund Credit and Bond Track with up to 25% Equitiesאיילון קופות גמל בע"מ | No data | No data | No data | No data | No data | No data |
| 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 |
| Market average | No data | 23.19% | 22.70% | No data | 0.62% |
