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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 | 19.83% | 54.96 |
| Tradable corporate bonds and bond ETFs | 36.87% | 102.17 |
| Non-tradable corporate bonds | 2.42% | 6.71 |
| Equities, options and equity ETFs | 13.67% | 37.88 |
| Deposits | -0.97% | -2.69 |
| Loans | 12.08% | 33.49 |
| Cash and cash equivalents | 10.40% | 28.84 |
| Mutual funds | 1.62% | 4.5 |
| Other assets | 4.07% | 11.28 |
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 21–23 of 23 funds
| Fund name | 12 months | 3 years | 5 years | Rating | Management fees | Plan membership |
|---|---|---|---|---|---|---|
| Phoenix Investment Provident Fund Credit and Bond Track with up to 25% EquitiesSelected Fund · הפניקס פנסיה וגמל בע"מ | No data | 25.60% | 24.24% | No data | 0.62% | No data |
| Yelin Lapidot Investment Provident Fund Credit and Bond Trackילין לפידות ניהול קופות גמל בע"מ | No data | 18.40% | 19.64% | No data | 0.67% | No data |
| Yelin Lapidot Investment Provident Fund Credit and Bond Track with up to 25% Equitiesילין לפידות ניהול קופות גמל בע"מ | No data | 23.77% | 25.38% | No data | 0.68% | No data |
| Market average | No data | 23.19% | 22.70% | No data | 0.62% |
Current comparison of displayed tracks against the market average
