Clal Tamar Ages 60 and over

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	20.13%	2,337.18
Tradable corporate bonds and bond ETFs	20.67%	2,399.56
Non-tradable corporate bonds	0.99%	115.47
Equities, options and equity ETFs	22.53%	2,616.07
Deposits	1.22%	142.19
Loans	7.52%	873.64
Cash and cash equivalents	3.90%	452.47
Mutual funds	4.12%	478.07
Other assets	18.92%	2,196.63

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
Menora Mivtachim Benefits and Severance Ages 60 and over Trackמנורה מבטחים פנסיה וגמל בע"מ	10.55%	29.70%	29.71%		0.45%	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

Asset allocation

Asset allocation based on the reported data.

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	20.13%	2,337.18
Tradable corporate bonds and bond ETFs	20.67%	2,399.56
Non-tradable corporate bonds	0.99%	115.47
Equities, options and equity ETFs	22.53%	2,616.07
Deposits	1.22%	142.19
Loans	7.52%	873.64
Cash and cash equivalents	3.90%	452.47
Mutual funds	4.12%	478.07
Other assets	18.92%	2,196.63