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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 | 33.82% | 20.3 |
| Tradable corporate bonds and bond ETFs | 34.90% | 20.96 |
| Non-tradable corporate bonds | 0.21% | 0.13 |
| Equities, options and equity ETFs | 15.32% | 9.2 |
| Deposits | 0% | 0 |
| Loans | 3.03% | 1.82 |
| Cash and cash equivalents | 10.02% | 6.02 |
| Mutual funds | 2.53% | 1.52 |
| Other assets | 0.17% | 0.1 |
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
