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English
Englishעבריתالعربية
English
Englishעבריתالعربية
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 | 44.50% | 3,904.98 |
| Tradable corporate bonds and bond ETFs | 4.75% | 416.87 |
| Non-tradable corporate bonds | 1.44% | 126.27 |
| Equities, options and equity ETFs | 18.37% | 1,611.64 |
| Deposits | 0.05% | 4.62 |
| Loans | 6.37% | 558.84 |
| Cash and cash equivalents | 9.90% | 868.37 |
| Mutual funds | 2.26% | 198.21 |
| Other assets | 12.36% | 1,084.63 |
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 |
|---|---|---|---|---|---|---|
| Phoenix Provident Fund — Ages 60 and over Trackהפניקס פנסיה וגמל בע"מ | 9.44% | 30.88% | 32.42% | 0.60% | Visit institution website | |
| Yelin Lapidot Provident Fund Ages 60 and over Trackילין לפידות ניהול קופות גמל בע"מ | 7.81% | 26.65% | 28.39% | 0.63% | Visit institution website | |
| Market average | 9.56% | 29.52% | 31.06% | No data | 0.57% |
