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

Fund number: 12533
Track type: 50-60
Savings type: Kupat Gemel (קופת גמל)
Managing institution: מור גמל ופנסיה בע"מ
Inception date: 27/12/2018

Assets and exposures

Total assets managed in this fund (₪ millions): 17,494.42
Liquid-asset share: 75.70%
Total equity exposure: 52.23%
Foreign exposure: 50.85%
Foreign-currency exposure: 18.68%
Equity exposure from asset allocation: 22.54%
Standard deviation: 5.08%
Sharpe ratio: 1.16

Returns and management fees

Return in the last month: 1.46%
12-month return: 11.67%
36-month cumulative return: 38.6%
60-month cumulative return: 45.5%
Average annual return over the last 3 years: 11.49%
Average annual return over the last 5 years: 7.79%
Average management fees paid by fund members: 0.66%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

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

Comparison in the 50-60 track

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

Table Chart

Show sector-specific funds

Showing 1–10 of 12 funds

Fund name	12 months	3 years	5 years	Rating	Management fees	Plan membership
Alpha More Savings Provident Fund, Benefits Provident Fund and Individual Severance Provident Fund — Ages 50–60 TrackSelected Fund · מור גמל ופנסיה בע"מ	11.67%	38.60%	45.54%		0.66%	Visit institution website
Altshuler Shaham Provident Fund — Ages 50–60 Trackאלטשולר שחם גמל ופנסיה בע"מ	10.78%	36.19%	32.65%		0.64%	Visit institution website
Analyst Track-based Provident Fund — Ages 50–60 Trackאנליסט קופות גמל בע"מ	11.76%	40.56%	45.22%		0.60%	Visit institution website
Ayalon Savings Provident Fund — Ages 50–60 Trackאיילון קופות גמל בע"מ	No data	No data	No data	No data**	No data	No data
Clal Tamar 50-60כלל פנסיה וגמל בע"מ	14.93%	43.27%	43.75%		0.49%	Visit institution website
Harel Provident Fund Ages 50–60 Trackהראל פנסיה וגמל בע"מ	12.90%	36.66%	41.08%		0.41%	Visit institution website
Infinity Provident Fund Ages 50–60 Trackאינפיניטי השתלמות, גמל ופנסיה בע"מ	13.06%	44.48%	53.61%		0.58%	Visit institution website
Meitav Provident Fund — Ages 50–60 Trackמיטב גמל ופנסיה בע"מ	13.05%	42.96%	47.42%		0.53%	Visit institution website
Menora Mivtachim Benefits and Severance Ages 50–60 Trackמנורה מבטחים פנסיה וגמל בע"מ	13.31%	38.62%	41.41%		0.59%	Visit institution website
Migdal Benefits and Severance Ages 50–60 Trackמגדל מקפת קרנות פנסיה וקופות גמל בע"מ	13.16%	40.56%	44.14%		0.49%	Visit institution website
Market average	12.54%	40.26%	43.98%	No data	0.57%

** Not enough data for a rating yet

12-month return

Current comparison of displayed tracks against the market average

Selected trackTracks to compareMarket average

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

Fund number: 12533
Track type: 50-60
Savings type: Kupat Gemel (קופת גמל)
Managing institution: מור גמל ופנסיה בע"מ
Inception date: 27/12/2018

Assets and exposures

Total assets managed in this fund (₪ millions): 17,494.42
Liquid-asset share: 75.70%
Total equity exposure: 52.23%
Foreign exposure: 50.85%
Foreign-currency exposure: 18.68%
Equity exposure from asset allocation: 22.54%
Standard deviation: 5.08%
Sharpe ratio: 1.16

Returns and management fees

Return in the last month: 1.46%
12-month return: 11.67%
36-month cumulative return: 38.6%
60-month cumulative return: 45.5%
Average annual return over the last 3 years: 11.49%
Average annual return over the last 5 years: 7.79%
Average management fees paid by fund members: 0.66%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

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

Comparison in the 50-60 track

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

Table Chart

Show sector-specific funds

Showing 1–10 of 12 funds

Fund name	12 months	3 years	5 years	Rating	Management fees	Plan membership
Alpha More Savings Provident Fund, Benefits Provident Fund and Individual Severance Provident Fund — Ages 50–60 TrackSelected Fund · מור גמל ופנסיה בע"מ	11.67%	38.60%	45.54%		0.66%	Visit institution website
Altshuler Shaham Provident Fund — Ages 50–60 Trackאלטשולר שחם גמל ופנסיה בע"מ	10.78%	36.19%	32.65%		0.64%	Visit institution website
Analyst Track-based Provident Fund — Ages 50–60 Trackאנליסט קופות גמל בע"מ	11.76%	40.56%	45.22%		0.60%	Visit institution website
Ayalon Savings Provident Fund — Ages 50–60 Trackאיילון קופות גמל בע"מ	No data	No data	No data	No data**	No data	No data
Clal Tamar 50-60כלל פנסיה וגמל בע"מ	14.93%	43.27%	43.75%		0.49%	Visit institution website
Harel Provident Fund Ages 50–60 Trackהראל פנסיה וגמל בע"מ	12.90%	36.66%	41.08%		0.41%	Visit institution website
Infinity Provident Fund Ages 50–60 Trackאינפיניטי השתלמות, גמל ופנסיה בע"מ	13.06%	44.48%	53.61%		0.58%	Visit institution website
Meitav Provident Fund — Ages 50–60 Trackמיטב גמל ופנסיה בע"מ	13.05%	42.96%	47.42%		0.53%	Visit institution website
Menora Mivtachim Benefits and Severance Ages 50–60 Trackמנורה מבטחים פנסיה וגמל בע"מ	13.31%	38.62%	41.41%		0.59%	Visit institution website
Migdal Benefits and Severance Ages 50–60 Trackמגדל מקפת קרנות פנסיה וקופות גמל בע"מ	13.16%	40.56%	44.14%		0.49%	Visit institution website
Market average	12.54%	40.26%	43.98%	No data	0.57%

** Not enough data for a rating yet

12-month return

Current comparison of displayed tracks against the market average

Selected trackTracks to compareMarket average

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

Fund details

Fund data

Assets and exposures

Returns and management fees

Asset allocation

Asset details from the source

Comparison in the 50-60 track

12-month return

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

Fund details

Fund data

Assets and exposures

Returns and management fees

Asset allocation

Asset details from the source

Comparison in the 50-60 track

12-month return