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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 | 23.22% | 99.14 |
| Tradable corporate bonds and bond ETFs | 50.13% | 214.07 |
| Non-tradable corporate bonds | 0.09% | 0.4 |
| Equities, options and equity ETFs | 17.55% | 74.93 |
| Deposits | 0% | 0 |
| Loans | 2.13% | 9.1 |
| Cash and cash equivalents | 1.89% | 8.08 |
| Mutual funds | 0.59% | 2.53 |
| Other assets | 4.40% | 18.8 |
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 |
|---|---|---|---|---|---|---|
| Ayalon Investment Provident Fund Credit and Bond Track with up to 25% Equitiesאיילון קופות גמל בע"מ | No data | No data | No data | No data | No data | No data |
| 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 |
| Market average | No data | 23.19% | 22.70% | No data | 0.62% |
Current comparison of displayed tracks against the market average
