Alpha More Savings Provident Fund, Benefits Provident Fund and Individual Severance Provident Fund — Ages 50–60 Track

Data updated through August 2026

Investment policy — mdrgvt — 50-60

Fund details

Asset allocation based on the reported data.

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	17.86%	3,123.76
Tradable corporate bonds and bond ETFs	21.13%	3,696.31
Non-tradable corporate bonds	1.97%	344.37
Equities, options and equity ETFs	22.54%	3,942.97
Deposits	0%	0
Loans	11.03%	1,928.99
Cash and cash equivalents	13.21%	2,311.25
Mutual funds	0%	0
Other assets	12.27%	2,146.78

Asset allocation

The selected fund compared with other funds in the same category.

Show sector-specific funds

Showing 11–12 of 12 funds

Fund name	12 months	3 years	5 years	Rating	Management fees	Plan membership
Phoenix Provident Fund Ages 50–60 Trackהפניקס פנסיה וגמל בע"מ	12.63%	42.94%	45.15%		0.60%	Visit institution website
Yelin Lapidot Provident Fund Ages 50–60 Trackילין לפידות ניהול קופות גמל בע"מ	10.72%	38.04%	43.84%		0.63%	Visit institution website
Market average	12.54%	40.26%	43.98%	No data	0.57%

Asset allocation

Asset allocation based on the reported data.

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	17.86%	3,123.76
Tradable corporate bonds and bond ETFs	21.13%	3,696.31
Non-tradable corporate bonds	1.97%	344.37
Equities, options and equity ETFs	22.54%	3,942.97
Deposits	0%	0
Loans	11.03%	1,928.99
Cash and cash equivalents	13.21%	2,311.25
Mutual funds	0%	0
Other assets	12.27%	2,146.78