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Data updated through August 2026
Investment policy — Specialist Managed Active — Credit and Bond Track
Asset allocation based on the reported data.
| 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 |
The selected fund compared with other funds in the same category.
Showing 21–24 of 24 funds
| Fund name | 12 months | 3 years | 5 years | Rating | Management fees | Plan membership |
|---|---|---|---|---|---|---|
| Altshuler Shaham Training Fund Credit and Bond Track with up to 25% Equitiesאלטשולר שחם גמל ופנסיה בע"מ | 6.85% | 21.99% | 22.17% | 0.70% | Visit institution website | |
| Yelin Lapidot Training Fund Bond Track with up to 25% Equitiesילין לפידות ניהול קופות גמל בע"מ | 5.97% | 23.74% | 27.90% | 0.70% | Visit institution website | |
| Ayalon Training Fund Credit and Bond Trackאיילון קופות גמל בע"מ | No data | No data | No data | No data** | No data | No data |
| 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 |
| Market average | 6.46% | 21.38% | 21.61% | No data | 0.59% |
** Not enough data for a rating yet