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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 | 17.13% | 23.94 |
| Tradable corporate bonds and bond ETFs | 30.55% | 42.68 |
| Non-tradable corporate bonds | 1.20% | 1.67 |
| Equities, options and equity ETFs | 15.24% | 21.29 |
| Deposits | 0% | 0 |
| Loans | 17.86% | 24.95 |
| Cash and cash equivalents | 10.70% | 14.95 |
| Mutual funds | 0.34% | 0.47 |
| Other assets | 6.98% | 9.75 |
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% Equitiesהפניקס 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% |
