Altshuler Shaham Provident Fund — 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	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

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
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
Market average	12.54%	40.26%	43.98%	No data	0.57%

Current comparison of displayed tracks against the market average

Selected trackTracks to compareMarket average

Asset allocation

Asset allocation based on the reported data.

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