Loading the page…
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 | 24.19% | 771.03 |
| Tradable corporate bonds and bond ETFs | 24.08% | 767.65 |
| Non-tradable corporate bonds | 0.60% | 19.12 |
| Equities, options and equity ETFs | 20.27% | 645.96 |
| Deposits | 0% | 0 |
| Loans | 6.21% | 197.9 |
| Cash and cash equivalents | 13.03% | 415.44 |
| Mutual funds | 0.30% | 9.47 |
| Other assets | 11.32% | 360.97 |
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 |
|---|---|---|---|---|---|---|
| Altshuler Shaham Provident Fund — Ages 60 and over Trackאלטשולר שחם גמל ופנסיה בע"מ | 7.58% | 25.14% | 23.76% | 0.61% | Visit institution website | |
| Alpha More Savings Provident Fund, Benefits Provident Fund and Individual Severance Provident Fund — Ages 60 and over Trackמור גמל ופנסיה בע"מ | 8.58% | 27.46% | 34.43% | 0.66% | Visit institution website | |
| Market average | 9.56% | 29.52% | 31.06% | No data | 0.57% |