Phoenix Provident Fund
Overview
Phoenix Provident Fund is a prominent Israeli pension fund that provides a variety of investment products and services, including provident funds and pension plans. The fund is part of Phoenix Financial Ltd., a leading Israeli financial services company managing over $180 billion in assets. Phoenix Financial Ltd. operates across various sectors, including asset management, insurance, and credit origination, serving millions of clients across Israel. The fund's investment strategy focuses on a diversified portfolio encompassing fixed income, equity, real estate, infrastructure, private equity, and venture capital. It targets investments in growth, late-stage, pre-IPO, buyout, turnaround, and distressed opportunities, primarily within Israel. The fund aims to deliver steady returns to its beneficiaries by leveraging its extensive market knowledge and investment expertise. Phoenix Provident Fund's investment philosophy emphasizes prudent risk management, long-term value creation, and a commitment to ethical governance. The fund's track record reflects its dedication to providing secure and profitable investment solutions for its members, contributing to the financial well-being of Israeli households.
Investment Focus
- Investments primarily in Israel
- Focus on growth, late-stage, pre-IPO, buyout, turnaround, and distressed opportunities
- Diversified portfolio across fixed income, equity, real estate, infrastructure, private equity, and venture capital
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Phoenix Provident Fund
What sectors does Phoenix Provident Fund invest in?
Phoenix Provident Fund invests in Financial Services, Real Estate, Infrastructure, Insurance, Asset Management and Private Equity, and is based in Hamerkaz, Israel. Phoenix Provident Fund is listed as a pension fund in the ConnectSafely investor database.
What stage does Phoenix Provident Fund invest at?
Phoenix Provident Fund backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Phoenix Provident Fund invest in?
Phoenix Provident Fund invests across Israel.
What companies has Phoenix Provident Fund invested in?
Phoenix Provident Fund's portfolio includes Bank Hapoalim, Teva Pharmaceutical Industries, Azrieli Group, Netafim, Cellcom Israel, Elbit Systems, Shufersal and Delek Group.
Last updated · Source: ConnectSafely investor database
