איילון קופות גמל בע"מ

Ayalon Savings Provident Fund — Ages 50–60 Track

Data updated through August 2026

Investment policy — mdrgvt — 50-60

Fund details

Fund number: 15944
Track type: 50-60
Savings type: Kupat Gemel (קופת גמל)
Managing institution: איילון קופות גמל בע"מ
Inception date: 27/05/2026

Assets and exposures

Total assets managed in this fund (₪ millions): 179.48
Liquid-asset share: 89.60%
Total equity exposure: 56.73%
Foreign exposure: 35.76%
Foreign-currency exposure: 22.38%
Equity exposure from asset allocation: 51.79%
Standard deviation: No data
Sharpe ratio: No data

Returns and management fees

Return in the last month: 0.13%
12-month return: No data
36-month cumulative return: No data
60-month cumulative return: No data
Average annual return over the last 3 years: No data
Average annual return over the last 5 years: No data
Average management fees paid by fund members: No data

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

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

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 Trackמור 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
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
Analyst Track-based Provident Fund — Ages 50–60 Trackאנליסט קופות גמל בע"מ	11.76%	40.56%	45.22%		0.60%	Visit institution website
Phoenix Provident Fund Ages 50–60 Trackהפניקס פנסיה וגמל בע"מ	12.63%	42.94%	45.15%		0.60%	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
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
Clal Tamar 50-60כלל פנסיה וגמל בע"מ	14.93%	43.27%	43.75%		0.49%	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%

איילון קופות גמל בע"מ

Ayalon Savings Provident Fund — Ages 50–60 Track

Data updated through August 2026

Investment policy — mdrgvt — 50-60

Fund details

Fund number: 15944
Track type: 50-60
Savings type: Kupat Gemel (קופת גמל)
Managing institution: איילון קופות גמל בע"מ
Inception date: 27/05/2026

Assets and exposures

Total assets managed in this fund (₪ millions): 179.48
Liquid-asset share: 89.60%
Total equity exposure: 56.73%
Foreign exposure: 35.76%
Foreign-currency exposure: 22.38%
Equity exposure from asset allocation: 51.79%
Standard deviation: No data
Sharpe ratio: No data

Returns and management fees

Return in the last month: 0.13%
12-month return: No data
36-month cumulative return: No data
60-month cumulative return: No data
Average annual return over the last 3 years: No data
Average annual return over the last 5 years: No data
Average management fees paid by fund members: No data

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

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

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 Trackמור 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
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
Analyst Track-based Provident Fund — Ages 50–60 Trackאנליסט קופות גמל בע"מ	11.76%	40.56%	45.22%		0.60%	Visit institution website
Phoenix Provident Fund Ages 50–60 Trackהפניקס פנסיה וגמל בע"מ	12.63%	42.94%	45.15%		0.60%	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
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
Clal Tamar 50-60כלל פנסיה וגמל בע"מ	14.93%	43.27%	43.75%		0.49%	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%

Ayalon Savings 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

Ayalon Savings 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