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Data updated through August 2026
Investment policy — mdrgvt — 50-60
Asset allocation based on the reported data.
| Asset type | Rate | Amount (₪ millions) |
|---|---|---|
| Tradable government bonds | 10.00% | 17.96 |
| Tradable corporate bonds and bond ETFs | 32.63% | 58.56 |
| Non-tradable corporate bonds | 0% | 0 |
| Equities, options and equity ETFs | 51.79% | 92.95 |
| Deposits | 0% | 0 |
| Loans | 0% | 0 |
| Cash and cash equivalents | 2.91% | 5.22 |
| Mutual funds | 1.15% | 2.07 |
| Other assets | 1.52% | 2.73 |
The selected fund compared with other funds in the same category.
Showing 11–12 of 12 funds
| Fund name | 12 months | 3 years | 5 years | Rating | Management fees | Plan membership |
|---|---|---|---|---|---|---|
| Infinity Provident Fund Ages 50–60 Trackאינפיניטי השתלמות, גמל ופנסיה בע"מ | 13.06% | 44.48% | 53.61% | 0.58% | Visit institution website | |
| Ayalon Savings Provident Fund — Ages 50–60 TrackSelected Fund · איילון קופות גמל בע"מ | No data | No data | No data | No data** | No data | No data |
| Market average | 12.54% | 40.26% | 43.98% | No data | 0.57% |
** Not enough data for a rating yet