Meitav

Meitav Provident Over 60

מיטב גמל לבני 60 ומעלה

ProvidentAge-gradedGeneral PopulationEst. 1994

Kupa ID: 551 · Reporting period: February 2026

Returns: February 2026

Monthly+0.52%February 2026

Year to date+1.90%2026

3-Year avg+10.31%Annualized

5-Year avg+6.92%Annualized

Performance — monthly returns

Risk metrics: February 2026

Alpha (annual)+1.20%

Std deviation (36m)0.90

Sharpe (all funds)-0.85

Sharpe (sector)-0.74

Sharpe (risk-free)—

Liquidity ratio82%

Fees: February 2026

Management fee (assets)0.56%Annual rate on AUM

Management fee (deposits)0.05%One-time on new deposits

AUM & money flows: February 2026

Total AUM₪15.7BEnd of period

Inflow

Outflow

Deposits₪40MExcl. transfers

Withdrawals₪41MExcl. transfers

Net accumulation₪206MNet 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