Altshuler Shaham Training Fund Credit and Bond Track

Data updated through August 2026

Investment policy — Specialist Managed Active — Credit and Bond Track

Fund details

Asset allocation based on the reported data.

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	59.46%	302.67
Tradable corporate bonds and bond ETFs	7.33%	37.32
Non-tradable corporate bonds	1.86%	9.47
Equities, options and equity ETFs	3.02%	15.37
Deposits	0.07%	0.36
Loans	11.33%	57.69
Cash and cash equivalents	10.55%	53.72
Mutual funds	1.28%	6.52
Other assets	5.10%	25.94

Asset allocation

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

Show sector-specific funds

Showing 21–24 of 24 funds

Fund name	12 months	3 years	5 years	Rating	Management fees	Plan membership
Analyst Training Fund Credit and Bond Trackאנליסט קופות גמל בע"מ	5.64%	17.02%	14.27%		0.61%	Visit institution website
Analyst Training Fund — Credit and Bond Track with up to 25% Equitiesאנליסט קופות גמל בע"מ	7.68%	26.72%	25.69%		0.50%	Visit institution website
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
Altshuler Shaham Training Fund Credit and Bond TrackSelected Fund · אלטשולר שחם גמל ופנסיה בע"מ	4.34%	14.88%	15.51%		0.66%	Visit institution website
Market average	6.46%	21.38%	21.61%	No data	0.59%

Asset allocation

Asset allocation based on the reported data.

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	59.46%	302.67
Tradable corporate bonds and bond ETFs	7.33%	37.32
Non-tradable corporate bonds	1.86%	9.47
Equities, options and equity ETFs	3.02%	15.37
Deposits	0.07%	0.36
Loans	11.33%	57.69
Cash and cash equivalents	10.55%	53.72
Mutual funds	1.28%	6.52
Other assets	5.10%	25.94