Harel

Harel Provident Over 60

הראל גמל מסלול לגילאי 60 ומעלה

ProvidentAge-gradedGeneral PopulationEst. 2016

Kupa ID: 9745 · Reporting period: February 2026

Returns: February 2026

Monthly+0.55%February 2026

Year to date+2.11%2026

3-Year avg+8.50%Annualized

5-Year avg+5.50%Annualized

Performance — monthly returns

Risk metrics: February 2026

Alpha (annual)+0.12%

Std deviation (36m)0.84

Sharpe (all funds)-1.42

Sharpe (sector)-1.42

Sharpe (risk-free)—

Liquidity ratio75%

Fees: February 2026

Management fee (assets)0.56%Annual rate on AUM

Management fee (deposits)0.25%One-time on new deposits

AUM & money flows: February 2026

Total AUM₪13.4BEnd of period

Inflow

Outflow

Deposits₪16MExcl. transfers

Withdrawals₪49MExcl. transfers

Net accumulation₪-121MNet 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