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Data updated through August 2026
Investment policy — mdrgvt — Ages 60 and over
Asset allocation based on the reported data.
| Asset type | Rate | Amount (₪ millions) |
|---|---|---|
| Tradable government bonds | 28.26% | 4,802.77 |
| Tradable corporate bonds and bond ETFs | 22.09% | 3,753.89 |
| Non-tradable corporate bonds | 3.27% | 555.67 |
| Equities, options and equity ETFs | 22.21% | 3,774.33 |
| Deposits | 0% | 0 |
| Loans | 5.09% | 865.54 |
| Cash and cash equivalents | 2.71% | 461.13 |
| Mutual funds | 2.90% | 492.41 |
| Other assets | 13.46% | 2,286.61 |
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 |
|---|---|---|---|---|---|---|
| Alpha More Savings Provident Fund, Benefits Provident Fund and Individual Severance Provident Fund — Ages 60 and over Trackמור גמל ופנסיה בע"מ | 8.58% | 27.46% | 34.43% | 0.66% | Visit institution website | |
| Ayalon Savings Provident Fund — Ages 60 and over Trackאיילון קופות גמל בע"מ | No data | No data | No data | No data** | No data | No data |
| Market average | 9.56% | 29.52% | 31.06% | No data | 0.57% |
** Not enough data for a rating yet