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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 | 41.33% | 1,466.11 |
| Tradable corporate bonds and bond ETFs | 5.95% | 211.07 |
| Non-tradable corporate bonds | 2.01% | 71.39 |
| Equities, options and equity ETFs | 11.84% | 420.09 |
| Deposits | 0.16% | 5.54 |
| Loans | 10.21% | 362.14 |
| Cash and cash equivalents | 9.33% | 330.88 |
| Mutual funds | 1.68% | 59.58 |
| Other assets | 17.48% | 620.12 |
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 |
|---|---|---|---|---|---|---|
| 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% |
