Menora Mivtachim Benefits and Severance Ages 50–60 Track

Data updated through August 2026

Investment policy — mdrgvt — 50-60

Fund details

Asset allocation based on the reported data.

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	11.59%	633.61
Tradable corporate bonds and bond ETFs	14.09%	770.42
Non-tradable corporate bonds	0.25%	13.89
Equities, options and equity ETFs	39.25%	2,145.55
Deposits	-0.01%	-0.64
Loans	6.88%	376.09
Cash and cash equivalents	14.60%	798.24
Mutual funds	2.03%	110.75
Other assets	11.32%	618.74

Asset allocation

The chart shows positive values only; the complete source data appears in the table.

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
Altshuler Shaham Provident Fund — Ages 50–60 Trackאלטשולר שחם גמל ופנסיה בע"מ	10.78%	36.19%	32.65%		0.64%	Visit institution website
Ayalon Savings Provident Fund — Ages 50–60 Trackאיילון קופות גמל בע"מ	No data	No data	No data	No data**	No data	No data
Market average	12.54%	40.26%	43.98%	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	11.59%	633.61
Tradable corporate bonds and bond ETFs	14.09%	770.42
Non-tradable corporate bonds	0.25%	13.89
Equities, options and equity ETFs	39.25%	2,145.55
Deposits	-0.01%	-0.64
Loans	6.88%	376.09
Cash and cash equivalents	14.60%	798.24
Mutual funds	2.03%	110.75
Other assets	11.32%	618.74