Phoenix

Phoenix Provident Over 60

הפניקס גמל לבני 60 ומעלה

ProvidentAge-gradedGeneral PopulationEst. 1980

Kupa ID: 401 · Reporting period: February 2026

Returns: February 2026

Monthly+0.40%February 2026

Year to date+1.69%2026

3-Year avg+10.11%Annualized

5-Year avg+6.38%Annualized

Performance — monthly returns

Risk metrics: February 2026

Alpha (annual)+0.12%

Std deviation (36m)0.98

Sharpe (all funds)-0.99

Sharpe (sector)-0.91

Sharpe (risk-free)—

Liquidity ratio78%

Fees: February 2026

Management fee (assets)0.60%Annual rate on AUM

Management fee (deposits)0.08%One-time on new deposits

AUM & money flows: February 2026

Total AUM₪10.2BEnd of period

Inflow

Outflow

Deposits₪27MExcl. transfers

Withdrawals₪34MExcl. transfers

Net accumulation₪131MNet of all flows

Transfers—Not available

Benchmark comparison

Coming soon — benchmark comparison vs S&P 500, TA-125

Asset allocation

Coming soon — equity & foreign exposure breakdown