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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 | 35.84% | 527.09 |
| Tradable corporate bonds and bond ETFs | 22.75% | 334.55 |
| Non-tradable corporate bonds | 0.50% | 7.32 |
| Equities, options and equity ETFs | 2.19% | 32.18 |
| Deposits | -0.73% | -10.74 |
| Loans | 11.50% | 169.18 |
| Cash and cash equivalents | 1.89% | 27.73 |
| Mutual funds | 1.74% | 25.63 |
| Other assets | 24.32% | 357.71 |
The chart shows positive values only; the complete source data appears in the table.
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% |
