Clal Tamar Ages 60 and over

Data updated through August 2026

Investment policy — mdrgvt — Ages 60 and over

Fund details

Fund number: 9653
Track type: Ages 60 and over
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): 11,611.26
Liquid-asset share: 74.30%
Total equity exposure: 32.74%
Foreign exposure: 39.66%
Foreign-currency exposure: 13.87%
Equity exposure from asset allocation: 22.53%
Standard deviation: 4.52%
Sharpe ratio: 0.80

Returns and management fees

Return in the last month: 1.03%
12-month return: 10.66%
36-month cumulative return: 30.1%
60-month cumulative return: 30.3%
Average annual return over the last 3 years: 9.15%
Average annual return over the last 5 years: 5.43%
Average management fees paid by fund members: 0.56%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

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

Comparison in the Ages 60 and over 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
Phoenix Provident Fund — Ages 60 and over Trackהפניקס 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%

Clal Tamar Ages 60 and over

Data updated through August 2026

Investment policy — mdrgvt — Ages 60 and over

Fund details

Fund number: 9653
Track type: Ages 60 and over
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): 11,611.26
Liquid-asset share: 74.30%
Total equity exposure: 32.74%
Foreign exposure: 39.66%
Foreign-currency exposure: 13.87%
Equity exposure from asset allocation: 22.53%
Standard deviation: 4.52%
Sharpe ratio: 0.80

Returns and management fees

Return in the last month: 1.03%
12-month return: 10.66%
36-month cumulative return: 30.1%
60-month cumulative return: 30.3%
Average annual return over the last 3 years: 9.15%
Average annual return over the last 5 years: 5.43%
Average management fees paid by fund members: 0.56%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

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

Comparison in the Ages 60 and over 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
Phoenix Provident Fund — Ages 60 and over Trackהפניקס 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%

Clal Tamar Ages 60 and over

Fund details

Fund data

Assets and exposures

Returns and management fees

Asset allocation

Asset details from the source

Comparison in the Ages 60 and over track

Clal Tamar Ages 60 and over

Fund details

Fund data

Assets and exposures

Returns and management fees

Asset allocation

Asset details from the source

Comparison in the Ages 60 and over track