Altshuler Shaham

Altshuler Shaham Provident Age 50-60

אלטשולר שחם גמל לבני 50 עד 60

ProvidentAge-gradedGeneral PopulationEst. 2015

Kupa ID: 9951 · Reporting period: February 2026

Returns: February 2026

Monthly-0.11%February 2026

Year to date+1.54%2026

3-Year avg+11.17%Annualized

5-Year avg+6.15%Annualized

Performance — monthly returns

Risk metrics: February 2026

Alpha (annual)-2.64%

Std deviation (36m)1.24

Sharpe (all funds)-1.22

Sharpe (sector)-0.92

Sharpe (risk-free)—

Liquidity ratio81%

Fees: February 2026

Management fee (assets)0.64%Annual rate on AUM

Management fee (deposits)0.47%One-time on new deposits

AUM & money flows: February 2026

Total AUM₪27.1BEnd of period

Inflow

Outflow

Deposits₪18MExcl. transfers

Withdrawals₪84MExcl. transfers

Net accumulation₪-746MNet 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