Migdal Benefits and Severance Ages 50–60 Track

Data updated through August 2026

Investment policy — mdrgvt — 50-60

Fund details

Fund number: 9780
Track type: 50-60
Savings type: Kupat Gemel (קופת גמל)
Managing institution: מגדל מקפת קרנות פנסיה וקופות גמל בע"מ
Inception date: 15/10/2015

Assets and exposures

Total assets managed in this fund (₪ millions): 5,228.79
Liquid-asset share: 80.10%
Total equity exposure: 50.59%
Foreign exposure: 44.37%
Foreign-currency exposure: 18.51%
Equity exposure from asset allocation: 32.63%
Standard deviation: 5.69%
Sharpe ratio: 1.05

Returns and management fees

Return in the last month: 1.29%
12-month return: 13.16%
36-month cumulative return: 40.6%
60-month cumulative return: 44.1%
Average annual return over the last 3 years: 12.02%
Average annual return over the last 5 years: 7.59%
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	12.77%	667.9
Tradable corporate bonds and bond ETFs	13.94%	729.04
Non-tradable corporate bonds	0.60%	31.16
Equities, options and equity ETFs	32.63%	1,706.11
Deposits	0%	0
Loans	7.98%	417.25
Cash and cash equivalents	19.02%	994.62
Mutual funds	0.32%	16.94
Other assets	12.73%	665.77

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 1–10 of 12 funds

Fund name	12 months	3 years	5 years	Rating	Management fees	Plan membership
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
Migdal Benefits and Severance Ages 50–60 TrackSelected Fund · מגדל מקפת קרנות פנסיה וקופות גמל בע"מ	13.16%	40.56%	44.14%		0.49%	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
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
Analyst Track-based Provident Fund — Ages 50–60 Trackאנליסט קופות גמל בע"מ	11.76%	40.56%	45.22%		0.60%	Visit institution website
Phoenix Provident Fund Ages 50–60 Trackהפניקס פנסיה וגמל בע"מ	12.63%	42.94%	45.15%		0.60%	Visit institution website
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
Altshuler Shaham Provident Fund — Ages 50–60 Trackאלטשולר שחם גמל ופנסיה בע"מ	10.78%	36.19%	32.65%		0.64%	Visit institution website
Market average	12.54%	40.26%	43.98%	No data	0.57%

12-month return

Current comparison of displayed tracks against the market average

Selected trackTracks to compareMarket average

Harel Provident Fund Ages 50–60 Track12.90%
Clal Tamar 50-6014.93%
Migdal Benefits and Severance Ages 50–60 Track13.16%
Meitav Provident Fund — Ages 50–60 Track13.05%
Infinity Provident Fund Ages 50–60 Track13.06%
Menora Mivtachim Benefits and Severance Ages 50–60 Track13.31%
Analyst Track-based Provident Fund — Ages 50–60 Track11.76%
Phoenix Provident Fund Ages 50–60 Track12.63%
Yelin Lapidot Provident Fund Ages 50–60 Track10.72%
Altshuler Shaham Provident Fund — Ages 50–60 Track10.78%
Market average12.54%

Migdal Benefits and Severance Ages 50–60 Track

Data updated through August 2026

Investment policy — mdrgvt — 50-60

Fund details

Fund number: 9780
Track type: 50-60
Savings type: Kupat Gemel (קופת גמל)
Managing institution: מגדל מקפת קרנות פנסיה וקופות גמל בע"מ
Inception date: 15/10/2015

Assets and exposures

Total assets managed in this fund (₪ millions): 5,228.79
Liquid-asset share: 80.10%
Total equity exposure: 50.59%
Foreign exposure: 44.37%
Foreign-currency exposure: 18.51%
Equity exposure from asset allocation: 32.63%
Standard deviation: 5.69%
Sharpe ratio: 1.05

Returns and management fees

Return in the last month: 1.29%
12-month return: 13.16%
36-month cumulative return: 40.6%
60-month cumulative return: 44.1%
Average annual return over the last 3 years: 12.02%
Average annual return over the last 5 years: 7.59%
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	12.77%	667.9
Tradable corporate bonds and bond ETFs	13.94%	729.04
Non-tradable corporate bonds	0.60%	31.16
Equities, options and equity ETFs	32.63%	1,706.11
Deposits	0%	0
Loans	7.98%	417.25
Cash and cash equivalents	19.02%	994.62
Mutual funds	0.32%	16.94
Other assets	12.73%	665.77

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 1–10 of 12 funds

Fund name	12 months	3 years	5 years	Rating	Management fees	Plan membership
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
Migdal Benefits and Severance Ages 50–60 TrackSelected Fund · מגדל מקפת קרנות פנסיה וקופות גמל בע"מ	13.16%	40.56%	44.14%		0.49%	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
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
Analyst Track-based Provident Fund — Ages 50–60 Trackאנליסט קופות גמל בע"מ	11.76%	40.56%	45.22%		0.60%	Visit institution website
Phoenix Provident Fund Ages 50–60 Trackהפניקס פנסיה וגמל בע"מ	12.63%	42.94%	45.15%		0.60%	Visit institution website
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
Altshuler Shaham Provident Fund — Ages 50–60 Trackאלטשולר שחם גמל ופנסיה בע"מ	10.78%	36.19%	32.65%		0.64%	Visit institution website
Market average	12.54%	40.26%	43.98%	No data	0.57%

12-month return

Current comparison of displayed tracks against the market average

Selected trackTracks to compareMarket average

Harel Provident Fund Ages 50–60 Track12.90%
Clal Tamar 50-6014.93%
Migdal Benefits and Severance Ages 50–60 Track13.16%
Meitav Provident Fund — Ages 50–60 Track13.05%
Infinity Provident Fund Ages 50–60 Track13.06%
Menora Mivtachim Benefits and Severance Ages 50–60 Track13.31%
Analyst Track-based Provident Fund — Ages 50–60 Track11.76%
Phoenix Provident Fund Ages 50–60 Track12.63%
Yelin Lapidot Provident Fund Ages 50–60 Track10.72%
Altshuler Shaham Provident Fund — Ages 50–60 Track10.78%
Market average12.54%

Migdal Benefits and Severance Ages 50–60 Track

Fund details

Fund data

Assets and exposures

Returns and management fees

Asset allocation

Asset details from the source

Comparison in the 50-60 track

12-month return

Migdal Benefits and Severance Ages 50–60 Track

Fund details

Fund data

Assets and exposures

Returns and management fees

Asset allocation

Asset details from the source

Comparison in the 50-60 track

12-month return