Phoenix — Self-Managed Investment Track

Data updated through August 2026

Investment policy — Policies issued since 2004

Track details

Asset allocation based on the reported data.

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	0.79%	112.86
Tradable corporate bonds and bond ETFs	6.44%	920.7
Non-tradable corporate bonds	0%	0.09
Equities, options and equity ETFs	27.03%	3,864.69
Cash and cash equivalents	4.34%	620.78
Mutual funds	6.55%	937.34
Other assets	54.85%	7,843.37

Asset allocation

Data updated through August 2026

Investment policy — Policies issued since 2004

Asset allocation based on the reported data.

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	0.79%	112.86
Tradable corporate bonds and bond ETFs	6.44%	920.7
Non-tradable corporate bonds	0%	0.09
Equities, options and equity ETFs	27.03%	3,864.69
Cash and cash equivalents	4.34%	620.78
Mutual funds	6.55%	937.34
Other assets	54.85%	7,843.37

Asset allocation