Clal

Clal Tamar Over 60

כלל תמר 60 ומעלה

ProvidentAge-gradedGeneral PopulationEst. 2015

Kupa ID: 9653 · Reporting period: February 2026

Returns: February 2026

Monthly+0.56%February 2026

Year to date+2.11%2026

3-Year avg+9.53%Annualized

5-Year avg+5.85%Annualized

Performance — monthly returns

Risk metrics: February 2026

Alpha (annual)-0.60%

Std deviation (36m)1.04

Sharpe (all funds)-1.48

Sharpe (sector)-1.42

Sharpe (risk-free)—

Liquidity ratio73%

Fees: February 2026

Management fee (assets)0.56%Annual rate on AUM

Management fee (deposits)0.09%One-time on new deposits

AUM & money flows: February 2026

Total AUM₪11.3BEnd of period

Inflow

Outflow

Deposits₪20MExcl. transfers

Withdrawals₪37MExcl. transfers

Net accumulation₪-61MNet 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