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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 | 17.00% | 17.63 |
| Tradable corporate bonds and bond ETFs | 76.37% | 79.19 |
| Non-tradable corporate bonds | 0% | 0 |
| Equities, options and equity ETFs | 4.77% | 4.95 |
| Deposits | 0% | 0 |
| Loans | 0% | 0 |
| Cash and cash equivalents | 1.75% | 1.81 |
| Mutual funds | 0% | 0 |
| Other assets | 0.12% | 0.12 |
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 TrackSelected Fund · הראל 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% |