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English
Englishעבריתالعربية
English
Englishעבריתالعربية
Data updated through August 2026
Investment policy — Specialist Managed Active — Equities
Asset allocation based on the reported data.
| Asset type | Rate | Amount (₪ millions) |
|---|---|---|
| Tradable government bonds | 5.32% | 64.93 |
| Tradable corporate bonds and bond ETFs | 4.62% | 56.34 |
| Non-tradable corporate bonds | 0% | 0 |
| Equities, options and equity ETFs | 74.39% | 907.43 |
| Deposits | 0.13% | 1.64 |
| Loans | 0% | 0 |
| Cash and cash equivalents | 8.77% | 106.92 |
| Mutual funds | 4.22% | 51.5 |
| Other assets | 2.55% | 31.05 |
The selected fund compared with other funds in the same category.
Showing 1–10 of 12 funds
| Fund name | 12 months | 3 years | 5 years | Rating | Management fees | Plan membership |
|---|---|---|---|---|---|---|
| Harel Investment Provident Fund Equitiesהראל פנסיה וגמל בע"מ | No data | 88.03% | 96.84% | No data | 0.55% | No data |
| Altshuler Shaham Savings Plus Equitiesאלטשולר שחם גמל ופנסיה בע"מ | No data | 65.62% | 56.86% | No data | 0.59% | No data |
| Meitav Investment Provident Fund Equitiesמיטב גמל ופנסיה בע"מ | No data | 77.51% | 78.26% | No data | 0.59% | No data |
| Migdal Investment Provident Fund Equitiesמגדל מקפת קרנות פנסיה וקופות גמל בע"מ | No data | 75.85% | 77.11% | No data | 0.59% | No data |
| Phoenix Investment Provident Fund Equitiesהפניקס פנסיה וגמל בע"מ | No data | 76.15% | 75.75% | No data | 0.59% | No data |
| Infinity Investment Provident Fund Equitiesאינפיניטי השתלמות, גמל ופנסיה בע"מ | No data | 69.63% | 92.52% | No data | 0.60% | No data |
| Analyst Track-based — Investment Provident Fund Equitiesאנליסט קופות גמל בע"מ | No data | 69.97% | 75.92% | No data | 0.61% | No data |
| Clal Gemel Atid EquitiesSelected Fund · כלל פנסיה וגמל בע"מ | No data | 78.86% | 72.17% | No data | 0.64% | No data |
| Yelin Lapidot Investment Provident Fund Equity Trackילין לפידות ניהול קופות גמל בע"מ | No data | 68.44% | 77.41% | No data | 0.67% | No data |
| More Investment Provident Fund — Equitiesמור גמל ופנסיה בע"מ | No data | 78.81% | 78.11% | No data | 0.73% | No data |
| Market average | No data | 74.89% | 78.10% | No data | 0.62% |
