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

Data updated through August 2026

Investment policy — mdrgvt — Ages 60 and over

Fund details

Asset allocation based on the reported data.

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	24.36%	2,520.18
Tradable corporate bonds and bond ETFs	27.05%	2,798.69
Non-tradable corporate bonds	2.55%	263.5
Equities, options and equity ETFs	14.01%	1,449.11
Deposits	2.33%	240.79
Loans	4.61%	477.39
Cash and cash equivalents	10.93%	1,130.5
Mutual funds	0%	0
Other assets	14.16%	1,465.11

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 60 and over Trackהפניקס פנסיה וגמל בע"מ	9.44%	30.88%	32.42%		0.60%	Visit institution website
Yelin Lapidot Provident Fund Ages 60 and over Trackילין לפידות ניהול קופות גמל בע"מ	7.81%	26.65%	28.39%		0.63%	Visit institution website
Market average	9.56%	29.52%	31.06%	No data	0.57%

Asset allocation

Asset allocation based on the reported data.

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	24.36%	2,520.18
Tradable corporate bonds and bond ETFs	27.05%	2,798.69
Non-tradable corporate bonds	2.55%	263.5
Equities, options and equity ETFs	14.01%	1,449.11
Deposits	2.33%	240.79
Loans	4.61%	477.39
Cash and cash equivalents	10.93%	1,130.5
Mutual funds	0%	0
Other assets	14.16%	1,465.11