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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 | 21.79% | 753.93 |
| Tradable corporate bonds and bond ETFs | 22.24% | 769.71 |
| Non-tradable corporate bonds | 0.38% | 13 |
| Equities, options and equity ETFs | 24.16% | 835.95 |
| Deposits | 0.01% | 0.21 |
| Loans | 5.93% | 205.2 |
| Cash and cash equivalents | 12.92% | 447.25 |
| Mutual funds | 2.07% | 71.51 |
| Other assets | 10.52% | 364 |
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 |
|---|---|---|---|---|---|---|
| Infinity Provident Fund Ages 60 and over Trackאינפיניטי השתלמות, גמל ופנסיה בע"מ | 12.12% | 38.03% | 40.71% | 0.58% | Visit institution website | |
| Ayalon Savings Provident Fund — Ages 60 and over Trackאיילון קופות גמל בע"מ | No data | No data | No data | No data** | No data | No data |
| Market average | 9.56% | 29.52% | 31.06% | No data | 0.57% |
** Not enough data for a rating yet