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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 | 18.17% | 46.07 |
| Tradable corporate bonds and bond ETFs | 33.23% | 84.24 |
| Non-tradable corporate bonds | 1.17% | 2.97 |
| Equities, options and equity ETFs | 15.05% | 38.15 |
| Deposits | 0% | 0 |
| Loans | 11.85% | 30.05 |
| Cash and cash equivalents | 13.35% | 33.83 |
| Mutual funds | 0.33% | 0.85 |
| Other assets | 6.84% | 17.34 |
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 |
|---|---|---|---|---|---|---|
| Menora Mivtachim Training Fund Credit and Bond Track with up to 25% Equitiesמנורה מבטחים פנסיה וגמל בע"מ | 5.04% | 14.55% | 13.51% | 0.62% | 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 |
| Migdal Training Fund Credit and Bond Track with up to 25% EquitiesSelected Fund · מגדל מקפת קרנות פנסיה וקופות גמל בע"מ | 8.58% | No data | No data | No data** | 0.46% | Visit institution website |
| Market average | 6.46% | 21.38% | 21.61% | No data | 0.59% |
** Not enough data for a rating yet
Current comparison of displayed tracks against the market average