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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 | 25.02% | 635.28 |
| Tradable corporate bonds and bond ETFs | 27.15% | 689.51 |
| Non-tradable corporate bonds | 0.29% | 7.38 |
| Equities, options and equity ETFs | 10.56% | 268.18 |
| Deposits | 0% | 0.03 |
| Loans | 15.91% | 404.02 |
| Cash and cash equivalents | 5.36% | 136.22 |
| Mutual funds | 3.41% | 86.69 |
| Other assets | 12.29% | 312.15 |
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 |
|---|---|---|---|---|---|---|
| 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 Trackאלטשולר 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% |
