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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 | 38.84% | 24.45 |
| Tradable corporate bonds and bond ETFs | 34.55% | 21.75 |
| Non-tradable corporate bonds | 0% | 0 |
| Equities, options and equity ETFs | 23.98% | 15.09 |
| Deposits | 0% | 0 |
| Loans | 1.19% | 0.75 |
| Cash and cash equivalents | 1.47% | 0.93 |
| Mutual funds | 0% | 0 |
| Other assets | -0.04% | -0.02 |
The chart shows positive values only; the complete source data appears in the table.
The selected fund compared with other funds in the same category.
Showing 11–20 of 23 funds
| Fund name | 12 months | 3 years | 5 years | Rating | Management fees | Plan membership |
|---|---|---|---|---|---|---|
| Migdal Investment Provident Fund Credit and Bond Track with up to 25% Equitiesמגדל מקפת קרנות פנסיה וקופות גמל בע"מ | No data | 28.02% | 24.63% | No data | 0.62% | No data |
| 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 |
| Clal Gemel Atid Credit and Bond Track with up to 25% Equitiesכלל פנסיה וגמל בע"מ | No data | 27.85% | 25.75% | No data | 0.63% | No data |
| Meitav Investment Provident Fund Credit and Bond Trackמיטב גמל ופנסיה בע"מ | No data | 18.65% | 18.68% | No data | 0.63% | No data |
| Altshuler Shaham Savings Plus Credit and Bond Track with up to 25% Equitiesאלטשולר שחם גמל ופנסיה בע"מ | No data | 23.85% | 23.32% | No data | 0.64% | No data |
| Clal Gemel Atid Credit and Bond Trackכלל פנסיה וגמל בע"מ | No data | 18.32% | 15.58% | No data | 0.64% | No data |
| Phoenix Investment Provident Fund Credit and Bond Trackהפניקס פנסיה וגמל בע"מ | No data | 16.31% | 15.00% | No data | 0.64% | 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 |
| 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% |
Current comparison of displayed tracks against the market average
