Infinity Training Fund Credit and Bond Track with up to 25% Equities

Data updated through August 2026

Investment policy — Specialist Managed Active — Credit and Bond Track

Fund details

Fund number: 11957
Track type: Credit and Bond Track
Savings type: Keren Hishtalmut (קרן השתלמות)
Managing institution: אינפיניטי השתלמות, גמל ופנסיה בע"מ
Inception date: 25/06/2017

Assets and exposures

Total assets managed in this fund (₪ millions): 90.54
Liquid-asset share: 94.60%
Total equity exposure: 23.96%
Foreign exposure: 14.10%
Foreign-currency exposure: 7.96%
Equity exposure from asset allocation: 23.96%
Standard deviation: 4.34%
Sharpe ratio: 0.64

Returns and management fees

Return in the last month: 0.84%
12-month return: 7.94%
36-month cumulative return: 26.8%
60-month cumulative return: 27.2%
Average annual return over the last 3 years: 8.25%
Average annual return over the last 5 years: 4.92%
Average management fees paid by fund members: 0.34%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	39.40%	35.68
Tradable corporate bonds and bond ETFs	35.13%	31.81
Non-tradable corporate bonds	0%	0
Equities, options and equity ETFs	23.96%	21.69
Deposits	0%	0
Loans	0.57%	0.52
Cash and cash equivalents	0.72%	0.66
Mutual funds	0%	0
Other assets	0.21%	0.19

Asset allocation

Comparison in the Credit and Bond Track

The selected fund compared with other funds in the same category.

Table Chart

Show sector-specific funds

Showing 11–20 of 24 funds

Fund name	12 months	3 years	5 years	Rating	Management fees	Plan membership
Meitav Training Fund Credit and Bond Track with up to 25% Equitiesמיטב גמל ופנסיה בע"מ	8.94%	30.53%	31.35%		0.57%	Visit institution website
Meitav Training Fund Credit and Bond Trackמיטב גמל ופנסיה בע"מ	5.66%	18.78%	23.30%		0.59%	Visit institution website
Infinity Training Fund Credit and Bond Track with up to 25% EquitiesSelected Fund · אינפיניטי השתלמות, גמל ופנסיה בע"מ	7.94%	26.84%	27.17%		0.34%	Visit institution website
Infinity Training Fund Credit and Bond Trackאינפיניטי השתלמות, גמל ופנסיה בע"מ	6.76%	22.06%	22.15%		0.68%	Visit institution website
Harel Training Fund Credit and Bond Track with up to 25% Equitiesהראל פנסיה וגמל בע"מ	5.83%	17.98%	20.43%		0.55%	Visit institution website
Harel Training Fund Credit and Bond Trackהראל פנסיה וגמל בע"מ	5.13%	16.98%	13.42%		0.60%	Visit institution website
Clal Training Fund Credit and Bond Track with up to 25% Equitiesכלל פנסיה וגמל בע"מ	9.05%	27.41%	24.60%		0.51%	Visit institution website
Clal Training Fund Credit and Bond Trackכלל פנסיה וגמל בע"מ	5.98%	19.48%	18.41%		0.54%	Visit institution website
Ayalon Training Fund Credit and Bond Track with up to 25% Equitiesאיילון קופות גמל בע"מ	No data	No data	No data	No data**	No data	No data
Ayalon Training Fund Credit and Bond Trackאיילון קופות גמל בע"מ	No data	No data	No data	No data**	No data	No data
Market average	6.46%	21.38%	21.61%	No data	0.59%

** Not enough data for a rating yet

Infinity Training Fund Credit and Bond Track with up to 25% Equities

Data updated through August 2026

Investment policy — Specialist Managed Active — Credit and Bond Track

Fund details

Fund number: 11957
Track type: Credit and Bond Track
Savings type: Keren Hishtalmut (קרן השתלמות)
Managing institution: אינפיניטי השתלמות, גמל ופנסיה בע"מ
Inception date: 25/06/2017

Assets and exposures

Total assets managed in this fund (₪ millions): 90.54
Liquid-asset share: 94.60%
Total equity exposure: 23.96%
Foreign exposure: 14.10%
Foreign-currency exposure: 7.96%
Equity exposure from asset allocation: 23.96%
Standard deviation: 4.34%
Sharpe ratio: 0.64

Returns and management fees

Return in the last month: 0.84%
12-month return: 7.94%
36-month cumulative return: 26.8%
60-month cumulative return: 27.2%
Average annual return over the last 3 years: 8.25%
Average annual return over the last 5 years: 4.92%
Average management fees paid by fund members: 0.34%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	39.40%	35.68
Tradable corporate bonds and bond ETFs	35.13%	31.81
Non-tradable corporate bonds	0%	0
Equities, options and equity ETFs	23.96%	21.69
Deposits	0%	0
Loans	0.57%	0.52
Cash and cash equivalents	0.72%	0.66
Mutual funds	0%	0
Other assets	0.21%	0.19

Asset allocation

Comparison in the Credit and Bond Track

The selected fund compared with other funds in the same category.

Table Chart

Show sector-specific funds

Showing 11–20 of 24 funds

Fund name	12 months	3 years	5 years	Rating	Management fees	Plan membership
Meitav Training Fund Credit and Bond Track with up to 25% Equitiesמיטב גמל ופנסיה בע"מ	8.94%	30.53%	31.35%		0.57%	Visit institution website
Meitav Training Fund Credit and Bond Trackמיטב גמל ופנסיה בע"מ	5.66%	18.78%	23.30%		0.59%	Visit institution website
Infinity Training Fund Credit and Bond Track with up to 25% EquitiesSelected Fund · אינפיניטי השתלמות, גמל ופנסיה בע"מ	7.94%	26.84%	27.17%		0.34%	Visit institution website
Infinity Training Fund Credit and Bond Trackאינפיניטי השתלמות, גמל ופנסיה בע"מ	6.76%	22.06%	22.15%		0.68%	Visit institution website
Harel Training Fund Credit and Bond Track with up to 25% Equitiesהראל פנסיה וגמל בע"מ	5.83%	17.98%	20.43%		0.55%	Visit institution website
Harel Training Fund Credit and Bond Trackהראל פנסיה וגמל בע"מ	5.13%	16.98%	13.42%		0.60%	Visit institution website
Clal Training Fund Credit and Bond Track with up to 25% Equitiesכלל פנסיה וגמל בע"מ	9.05%	27.41%	24.60%		0.51%	Visit institution website
Clal Training Fund Credit and Bond Trackכלל פנסיה וגמל בע"מ	5.98%	19.48%	18.41%		0.54%	Visit institution website
Ayalon Training Fund Credit and Bond Track with up to 25% Equitiesאיילון קופות גמל בע"מ	No data	No data	No data	No data**	No data	No data
Ayalon Training Fund Credit and Bond Trackאיילון קופות גמל בע"מ	No data	No data	No data	No data**	No data	No data
Market average	6.46%	21.38%	21.61%	No data	0.59%

** Not enough data for a rating yet

Infinity Training Fund Credit and Bond Track with up to 25% Equities

Fund details

Fund data

Assets and exposures

Returns and management fees

Asset allocation

Asset details from the source

Comparison in the Credit and Bond Track

Infinity Training Fund Credit and Bond Track with up to 25% Equities

Fund details

Fund data

Assets and exposures

Returns and management fees

Asset allocation

Asset details from the source

Comparison in the Credit and Bond Track