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English
Englishעבריתالعربية
English
Englishעבריתالعربية
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 | 25.07% | 119.23 |
| Tradable corporate bonds and bond ETFs | 42.79% | 203.52 |
| Non-tradable corporate bonds | 1.21% | 5.78 |
| Equities, options and equity ETFs | 2.96% | 14.09 |
| Deposits | 0% | 0 |
| Loans | 12.43% | 59.1 |
| Cash and cash equivalents | 7.94% | 37.77 |
| Mutual funds | 0.53% | 2.54 |
| Other assets | 7.06% | 33.58 |
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 |
|---|---|---|---|---|---|---|
| Meitav Training Fund Credit and Bond Track with up to 25% Equitiesמיטב גמל ופנסיה בע"מ | 8.94% | 30.53% | 31.35% | 0.57% | Visit institution website | |
| Clal Training Fund Credit and Bond Track with up to 25% Equitiesכלל פנסיה וגמל בע"מ | 9.05% | 27.41% | 24.60% | 0.51% | 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
