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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 | 19.64% | 34.49 |
| Tradable corporate bonds and bond ETFs | 39.71% | 69.74 |
| Non-tradable corporate bonds | 0.52% | 0.92 |
| Equities, options and equity ETFs | 14.62% | 25.68 |
| Deposits | 1.43% | 2.52 |
| Loans | 2.82% | 4.95 |
| Cash and cash equivalents | 7.61% | 13.36 |
| Mutual funds | 5.00% | 8.77 |
| Other assets | 8.65% | 15.19 |
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 |
|---|---|---|---|---|---|---|
| Harel Investment Provident Fund Credit and Bond Trackהראל 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 |
| More Investment Provident Fund — Credit and Bond Trackמור גמל ופנסיה בע"מ | No data | 29.35% | No data | No data | 0.70% | No data |
| Market average | No data | 23.19% | 22.70% | No data | 0.62% |