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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 | 30.30% | 136.74 |
| Tradable corporate bonds and bond ETFs | 27.86% | 125.74 |
| Non-tradable corporate bonds | 2.95% | 13.34 |
| Equities, options and equity ETFs | 18.48% | 83.42 |
| Deposits | 0% | 0 |
| Loans | 5.56% | 25.11 |
| Cash and cash equivalents | 4.38% | 19.78 |
| Mutual funds | 3.01% | 13.57 |
| Other assets | 7.46% | 33.65 |
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% |
Current comparison of displayed tracks against the market average
