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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 | 30.88% | 224.8 |
| Tradable corporate bonds and bond ETFs | 44.99% | 327.56 |
| Non-tradable corporate bonds | 3.02% | 21.97 |
| Equities, options and equity ETFs | 0.22% | 1.63 |
| Deposits | 0% | 0 |
| Loans | 11.75% | 85.51 |
| Cash and cash equivalents | 4.65% | 33.87 |
| Mutual funds | 1.20% | 8.75 |
| Other assets | 3.28% | 23.91 |
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 |
|---|---|---|---|---|---|---|
| Migdal Training Fund Credit and Bond Track with up to 25% Equitiesמגדל מקפת קרנות פנסיה וקופות גמל בע"מ | 8.58% | No data | No data | No data** | 0.46% | Visit institution website |
| Infinity Training Fund Credit and Bond Track with up to 25% Equitiesאינפיניטי השתלמות, גמל ופנסיה בע"מ | 7.94% | 26.84% | 27.17% | 0.34% | 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