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

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

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	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