Phoenix Provident Fund Ages 50–60 Track

Data updated through August 2026

Investment policy — mdrgvt — 50-60

Fund details

Fund number: 9529
Track type: 50-60
Savings type: Kupat Gemel (קופת גמל)
Managing institution: הפניקס פנסיה וגמל בע"מ
Inception date: 17/12/2015

Assets and exposures

Total assets managed in this fund (₪ millions): 9,754.02
Liquid-asset share: 82.20%
Total equity exposure: 49.17%
Foreign exposure: 54.06%
Foreign-currency exposure: 20.35%
Equity exposure from asset allocation: 33.27%
Standard deviation: 5.90%
Sharpe ratio: 1.06

Returns and management fees

Return in the last month: 1.20%
12-month return: 12.63%
36-month cumulative return: 42.9%
60-month cumulative return: 45.1%
Average annual return over the last 3 years: 12.65%
Average annual return over the last 5 years: 7.74%
Average management fees paid by fund members: 0.60%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	17.67%	1,724.01
Tradable corporate bonds and bond ETFs	12.88%	1,256.01
Non-tradable corporate bonds	0.86%	83.54
Equities, options and equity ETFs	33.27%	3,245.34
Deposits	-2.26%	-220.1
Loans	6.49%	632.78
Cash and cash equivalents	18.57%	1,811.78
Mutual funds	2.09%	204.2
Other assets	10.42%	1,016.46

Asset allocation

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

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
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
Phoenix Provident Fund Ages 50–60 TrackSelected Fund · הפניקס פנסיה וגמל בע"מ	12.63%	42.94%	45.15%		0.60%	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
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
Meitav Provident Fund — Ages 50–60 Trackמיטב גמל ופנסיה בע"מ	13.05%	42.96%	47.42%		0.53%	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
Harel Provident Fund Ages 50–60 Trackהראל פנסיה וגמל בע"מ	12.90%	36.66%	41.08%		0.41%	Visit institution website
Clal Tamar 50-60כלל פנסיה וגמל בע"מ	14.93%	43.27%	43.75%		0.49%	Visit institution website
Ayalon Savings Provident Fund — Ages 50–60 Trackאיילון קופות גמל בע"מ	No data	No data	No data	No data**	No data	No data
Analyst Track-based Provident Fund — Ages 50–60 Trackאנליסט קופות גמל בע"מ	11.76%	40.56%	45.22%		0.60%	Visit institution website
Market average	12.54%	40.26%	43.98%	No data	0.57%

** Not enough data for a rating yet

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	17.67%	1,724.01
Tradable corporate bonds and bond ETFs	12.88%	1,256.01
Non-tradable corporate bonds	0.86%	83.54
Equities, options and equity ETFs	33.27%	3,245.34
Deposits	-2.26%	-220.1
Loans	6.49%	632.78
Cash and cash equivalents	18.57%	1,811.78
Mutual funds	2.09%	204.2
Other assets	10.42%	1,016.46