Clal Tamar 50-60

Data updated through August 2026

Investment policy — mdrgvt — 50-60

Fund details

Fund number: 9652
Track type: 50-60
Savings type: Kupat Gemel (קופת גמל)
Managing institution: כלל פנסיה וגמל בע"מ
Inception date: 13/10/2015

Assets and exposures

Total assets managed in this fund (₪ millions): 5,900.9
Liquid-asset share: 79.30%
Total equity exposure: 49.53%
Foreign exposure: 48.05%
Foreign-currency exposure: 19.62%
Equity exposure from asset allocation: 37.22%
Standard deviation: 6.05%
Sharpe ratio: 1.04

Returns and management fees

Return in the last month: 1.34%
12-month return: 14.93%
36-month cumulative return: 43.3%
60-month cumulative return: 43.8%
Average annual return over the last 3 years: 12.73%
Average annual return over the last 5 years: 7.53%
Average management fees paid by fund members: 0.49%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	11.17%	659.07
Tradable corporate bonds and bond ETFs	20.35%	1,200.96
Non-tradable corporate bonds	0.61%	36.25
Equities, options and equity ETFs	37.22%	2,196.29
Deposits	0.75%	44.33
Loans	4.30%	253.46
Cash and cash equivalents	5.85%	345.41
Mutual funds	4.92%	290.32
Other assets	14.82%	874.8

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 11–12 of 12 funds

Fund name	12 months	3 years	5 years	Rating	Management fees	Plan membership
Infinity Provident Fund Ages 50–60 Trackאינפיניטי השתלמות, גמל ופנסיה בע"מ	13.06%	44.48%	53.61%		0.58%	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
Market average	12.54%	40.26%	43.98%	No data	0.57%

** Not enough data for a rating yet

Clal Tamar 50-60

Data updated through August 2026

Investment policy — mdrgvt — 50-60

Fund details

Fund number: 9652
Track type: 50-60
Savings type: Kupat Gemel (קופת גמל)
Managing institution: כלל פנסיה וגמל בע"מ
Inception date: 13/10/2015

Assets and exposures

Total assets managed in this fund (₪ millions): 5,900.9
Liquid-asset share: 79.30%
Total equity exposure: 49.53%
Foreign exposure: 48.05%
Foreign-currency exposure: 19.62%
Equity exposure from asset allocation: 37.22%
Standard deviation: 6.05%
Sharpe ratio: 1.04

Returns and management fees

Return in the last month: 1.34%
12-month return: 14.93%
36-month cumulative return: 43.3%
60-month cumulative return: 43.8%
Average annual return over the last 3 years: 12.73%
Average annual return over the last 5 years: 7.53%
Average management fees paid by fund members: 0.49%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	11.17%	659.07
Tradable corporate bonds and bond ETFs	20.35%	1,200.96
Non-tradable corporate bonds	0.61%	36.25
Equities, options and equity ETFs	37.22%	2,196.29
Deposits	0.75%	44.33
Loans	4.30%	253.46
Cash and cash equivalents	5.85%	345.41
Mutual funds	4.92%	290.32
Other assets	14.82%	874.8

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 11–12 of 12 funds

Fund name	12 months	3 years	5 years	Rating	Management fees	Plan membership
Infinity Provident Fund Ages 50–60 Trackאינפיניטי השתלמות, גמל ופנסיה בע"מ	13.06%	44.48%	53.61%		0.58%	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
Market average	12.54%	40.26%	43.98%	No data	0.57%

** Not enough data for a rating yet

Clal Tamar 50-60

Fund details

Fund data

Assets and exposures

Returns and management fees

Asset allocation

Asset details from the source

Comparison in the 50-60 track

Clal Tamar 50-60

Fund details

Fund data

Assets and exposures

Returns and management fees

Asset allocation

Asset details from the source

Comparison in the 50-60 track