Altshuler Shaham Provident Fund — Ages 50–60 Track

Data updated through August 2026

Investment policy — mdrgvt — 50-60

Fund details

Fund number: 9951
Track type: 50-60
Savings type: Kupat Gemel (קופת גמל)
Managing institution: אלטשולר שחם גמל ופנסיה בע"מ
Inception date: 21/12/2015

Assets and exposures

Total assets managed in this fund (₪ millions): 24,234.4
Liquid-asset share: 81.00%
Total equity exposure: 50.07%
Foreign exposure: 39.74%
Foreign-currency exposure: 21.12%
Equity exposure from asset allocation: 32.47%
Standard deviation: 6.21%
Sharpe ratio: 0.73

Returns and management fees

Return in the last month: 1.90%
12-month return: 10.78%
36-month cumulative return: 36.2%
60-month cumulative return: 32.6%
Average annual return over the last 3 years: 10.84%
Average annual return over the last 5 years: 5.81%
Average management fees paid by fund members: 0.64%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	35.65%	8,640.12
Tradable corporate bonds and bond ETFs	2.59%	628.59
Non-tradable corporate bonds	0.56%	134.68
Equities, options and equity ETFs	32.47%	7,868.5
Deposits	0.03%	6.18
Loans	4.69%	1,137.8
Cash and cash equivalents	10.17%	2,465.38
Mutual funds	3.06%	740.85
Other assets	10.78%	2,612.3

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
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
Phoenix Provident Fund Ages 50–60 Trackהפניקס פנסיה וגמל בע"מ	12.63%	42.94%	45.15%		0.60%	Visit institution website
Migdal Benefits and Severance Ages 50–60 Trackמגדל מקפת קרנות פנסיה וקופות גמל בע"מ	13.16%	40.56%	44.14%		0.49%	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
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
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
Ayalon Savings Provident Fund — Ages 50–60 Trackאיילון קופות גמל בע"מ	No data	No data	No data	No data**	No data	No data
Analyst Track-based Provident Fund — Ages 50–60 Trackאנליסט קופות גמל בע"מ	11.76%	40.56%	45.22%		0.60%	Visit institution website
Market average	12.54%	40.26%	43.98%	No data	0.57%

** Not enough data for a rating yet

12-month return

Current comparison of displayed tracks against the market average

Selected trackTracks to compareMarket average

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

Altshuler Shaham Provident Fund — Ages 50–60 Track

Data updated through August 2026

Investment policy — mdrgvt — 50-60

Fund details

Fund number: 9951
Track type: 50-60
Savings type: Kupat Gemel (קופת גמל)
Managing institution: אלטשולר שחם גמל ופנסיה בע"מ
Inception date: 21/12/2015

Assets and exposures

Total assets managed in this fund (₪ millions): 24,234.4
Liquid-asset share: 81.00%
Total equity exposure: 50.07%
Foreign exposure: 39.74%
Foreign-currency exposure: 21.12%
Equity exposure from asset allocation: 32.47%
Standard deviation: 6.21%
Sharpe ratio: 0.73

Returns and management fees

Return in the last month: 1.90%
12-month return: 10.78%
36-month cumulative return: 36.2%
60-month cumulative return: 32.6%
Average annual return over the last 3 years: 10.84%
Average annual return over the last 5 years: 5.81%
Average management fees paid by fund members: 0.64%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	35.65%	8,640.12
Tradable corporate bonds and bond ETFs	2.59%	628.59
Non-tradable corporate bonds	0.56%	134.68
Equities, options and equity ETFs	32.47%	7,868.5
Deposits	0.03%	6.18
Loans	4.69%	1,137.8
Cash and cash equivalents	10.17%	2,465.38
Mutual funds	3.06%	740.85
Other assets	10.78%	2,612.3

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
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
Phoenix Provident Fund Ages 50–60 Trackהפניקס פנסיה וגמל בע"מ	12.63%	42.94%	45.15%		0.60%	Visit institution website
Migdal Benefits and Severance Ages 50–60 Trackמגדל מקפת קרנות פנסיה וקופות גמל בע"מ	13.16%	40.56%	44.14%		0.49%	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
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
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
Ayalon Savings Provident Fund — Ages 50–60 Trackאיילון קופות גמל בע"מ	No data	No data	No data	No data**	No data	No data
Analyst Track-based Provident Fund — Ages 50–60 Trackאנליסט קופות גמל בע"מ	11.76%	40.56%	45.22%		0.60%	Visit institution website
Market average	12.54%	40.26%	43.98%	No data	0.57%

** Not enough data for a rating yet

12-month return

Current comparison of displayed tracks against the market average

Selected trackTracks to compareMarket average

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

Altshuler Shaham Provident Fund — 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

Altshuler Shaham Provident Fund — 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