איילון קופות גמל בע"מ

Ayalon 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: 15989
Track type: Credit and Bond Track
Savings type: Keren Hishtalmut (קרן השתלמות)
Managing institution: איילון קופות גמל בע"מ
Inception date: 27/05/2026

Assets and exposures

Total assets managed in this fund (₪ millions): 4.43
Liquid-asset share: 90.40%
Total equity exposure: 23.11%
Foreign exposure: 19.15%
Foreign-currency exposure: 9.80%
Equity exposure from asset allocation: 24.35%
Standard deviation: No data
Sharpe ratio: No data

Returns and management fees

Return in the last month: No data
12-month return: No data
36-month cumulative return: No data
60-month cumulative return: No data
Average annual return over the last 3 years: No data
Average annual return over the last 5 years: No data
Average management fees paid by fund members: No data

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	29.20%	1.29
Tradable corporate bonds and bond ETFs	41.17%	1.82
Non-tradable corporate bonds	0%	0
Equities, options and equity ETFs	24.35%	1.08
Deposits	0%	0
Loans	0%	0
Cash and cash equivalents	4.27%	0.19
Mutual funds	0%	0
Other assets	1.01%	0.04

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 1–10 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
Infinity Training Fund Credit and Bond Trackאינפיניטי השתלמות, גמל ופנסיה בע"מ	6.76%	22.06%	22.15%		0.68%	Visit institution website
More Training Fund for Employees and the Self-Employed — Credit and Bond Track with up to 25% Equitiesמור גמל ופנסיה בע"מ	7.37%	27.44%	33.60%		0.68%	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
Altshuler Shaham Training Fund Credit and Bond Trackאלטשולר שחם גמל ופנסיה בע"מ	4.34%	14.88%	15.51%		0.66%	Visit institution website
More Training Fund for Employees and the Self-Employed — Credit and Bond Trackמור גמל ופנסיה בע"מ	6.95%	29.17%	No data		0.64%	Visit institution website
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
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
Market average	6.46%	21.38%	21.61%	No data	0.59%

* Rating based on three years of data

איילון קופות גמל בע"מ

Ayalon 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: 15989
Track type: Credit and Bond Track
Savings type: Keren Hishtalmut (קרן השתלמות)
Managing institution: איילון קופות גמל בע"מ
Inception date: 27/05/2026

Assets and exposures

Total assets managed in this fund (₪ millions): 4.43
Liquid-asset share: 90.40%
Total equity exposure: 23.11%
Foreign exposure: 19.15%
Foreign-currency exposure: 9.80%
Equity exposure from asset allocation: 24.35%
Standard deviation: No data
Sharpe ratio: No data

Returns and management fees

Return in the last month: No data
12-month return: No data
36-month cumulative return: No data
60-month cumulative return: No data
Average annual return over the last 3 years: No data
Average annual return over the last 5 years: No data
Average management fees paid by fund members: No data

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	29.20%	1.29
Tradable corporate bonds and bond ETFs	41.17%	1.82
Non-tradable corporate bonds	0%	0
Equities, options and equity ETFs	24.35%	1.08
Deposits	0%	0
Loans	0%	0
Cash and cash equivalents	4.27%	0.19
Mutual funds	0%	0
Other assets	1.01%	0.04

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 1–10 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
Infinity Training Fund Credit and Bond Trackאינפיניטי השתלמות, גמל ופנסיה בע"מ	6.76%	22.06%	22.15%		0.68%	Visit institution website
More Training Fund for Employees and the Self-Employed — Credit and Bond Track with up to 25% Equitiesמור גמל ופנסיה בע"מ	7.37%	27.44%	33.60%		0.68%	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
Altshuler Shaham Training Fund Credit and Bond Trackאלטשולר שחם גמל ופנסיה בע"מ	4.34%	14.88%	15.51%		0.66%	Visit institution website
More Training Fund for Employees and the Self-Employed — Credit and Bond Trackמור גמל ופנסיה בע"מ	6.95%	29.17%	No data		0.64%	Visit institution website
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
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
Market average	6.46%	21.38%	21.61%	No data	0.59%

* Rating based on three years of data

Ayalon 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

Ayalon 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