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
Phoenix Training Fund Credit and Bond Trackהפניקס פנסיה וגמל בע"מ	4.31%	15.98%	14.83%		0.64%	Visit institution website
Phoenix Training Fund Credit and Bond Track with up to 25% Equitiesהפניקס פנסיה וגמל בע"מ	5.92%	21.91%	21.70%		0.63%	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
Yelin Lapidot Training Fund Credit and Bond Trackילין לפידות ניהול קופות גמל בע"מ	5.10%	16.42%	18.93%		0.68%	Visit institution website
Market average	6.46%	21.38%	21.61%	No data	0.59%

Current comparison of displayed tracks against the market average

Selected trackTracks to compareMarket average

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