Phoenix 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	22.41%	2,418.33
Tradable corporate bonds and bond ETFs	20.35%	2,196.16
Non-tradable corporate bonds	1.63%	175.53
Equities, options and equity ETFs	20.33%	2,194.57
Deposits	-1.35%	-145.2
Loans	8.50%	916.95
Cash and cash equivalents	13.36%	1,441.38
Mutual funds	1.43%	154.16
Other assets	13.35%	1,440.76

Asset allocation

The chart shows positive values only; the complete source data appears in the table.

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 TrackSelected Fund · הפניקס 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	22.41%	2,418.33
Tradable corporate bonds and bond ETFs	20.35%	2,196.16
Non-tradable corporate bonds	1.63%	175.53
Equities, options and equity ETFs	20.33%	2,194.57
Deposits	-1.35%	-145.2
Loans	8.50%	916.95
Cash and cash equivalents	13.36%	1,441.38
Mutual funds	1.43%	154.16
Other assets	13.35%	1,440.76