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English
Englishעבריתالعربية
English
Englishעבריתالعربية
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 | 25.18% | 3,338.75 |
| Tradable corporate bonds and bond ETFs | 13.33% | 1,766.97 |
| Non-tradable corporate bonds | 0.84% | 111.18 |
| Equities, options and equity ETFs | 22.14% | 2,935.23 |
| Deposits | 0.01% | 1.32 |
| Loans | 15.74% | 2,087.43 |
| Cash and cash equivalents | 6.04% | 800.8 |
| Mutual funds | 2.18% | 288.75 |
| Other assets | 14.55% | 1,929.14 |
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 |
|---|---|---|---|---|---|---|
| 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% |
Current comparison of displayed tracks against the market average
