Meitav Child Savings Program Provident Fund — Medium-Risk Track

Data updated through August 2026

Investment policy — mvdl hk"m Other — Child savings – medium risk

Fund details

Fund number: 11386
Track type: Child savings – medium risk
Savings type: Hisachon LeKol Yeled (חיסכון לכל ילד)
Managing institution: מיטב גמל ופנסיה בע"מ
Inception date: 28/11/2016

Assets and exposures

Total assets managed in this fund (₪ millions): 308.25
Liquid-asset share: 82.80%
Total equity exposure: 47.72%
Foreign exposure: 46.56%
Foreign-currency exposure: 19.70%
Equity exposure from asset allocation: 37.07%
Standard deviation: 6.19%
Sharpe ratio: 1.07

Returns and management fees

Return in the last month: 1.77%
12-month return: 13.40%
36-month cumulative return: 44.0%
60-month cumulative return: 46.1%
Average annual return over the last 3 years: 12.92%
Average annual return over the last 5 years: 7.88%
Average management fees paid by fund members: 0.02%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	22.06%	68.01
Tradable corporate bonds and bond ETFs	17.05%	52.55
Non-tradable corporate bonds	2.85%	8.8
Equities, options and equity ETFs	37.07%	114.27
Deposits	0%	0
Loans	3.25%	10.01
Cash and cash equivalents	2.70%	8.31
Mutual funds	2.83%	8.73
Other assets	12.19%	37.57

Asset allocation

Comparison in the Child savings – medium risk track

The selected fund compared with other funds in the same category.

Table Chart

Showing 1–9 of 9 funds

Fund name	12 months	3 years	5 years	Rating	Management fees	Plan membership
Infinity Child Savings — Medium-Risk Trackאינפיניטי השתלמות, גמל ופנסיה בע"מ	14.26%	47.55%	52.19%		0.02%	Visit institution website
Analyst Track-based — Long-Term Child Savings Provident Fund — Medium-Risk Trackאנליסט קופות גמל בע"מ	10.81%	42.97%	49.10%		0.02%	Visit institution website
Meitav Child Savings Program Provident Fund — Medium-Risk TrackSelected Fund · מיטב גמל ופנסיה בע"מ	13.40%	43.97%	46.12%		0.02%	Visit institution website
Menora Mivtachim Child Savings Program — Medium-Risk Trackמנורה מבטחים פנסיה וגמל בע"מ	13.65%	40.56%	43.11%		0.01%	Visit institution website
Phoenix Child Savings — Medium-Risk Trackהפניקס פנסיה וגמל בע"מ	12.04%	42.40%	41.94%		0.02%	Visit institution website
Migdal Child Savings — Medium-Risk Trackמגדל מקפת קרנות פנסיה וקופות גמל בע"מ	13.14%	40.59%	41.04%		0.01%	Visit institution website
Harel Child Savings — Medium-Risk Trackהראל פנסיה וגמל בע"מ	13.13%	37.55%	39.41%		0.01%	Visit institution website
Altshuler Shaham Child Savings Medium Riskאלטשולר שחם גמל ופנסיה בע"מ	11.02%	38.74%	35.60%		0.02%	Visit institution website
Clal Child Savings Program Medium-Risk Trackכלל פנסיה וגמל בע"מ	No data	No data	No data	No data**	No data	Visit institution website
Market average	12.68%	41.79%	43.56%	No data	0.02%

** Not enough data for a rating yet

12-month return

Current comparison of displayed tracks against the market average

Selected trackTracks to compareMarket average

Infinity Child Savings — Medium-Risk Track14.26%
Analyst Track-based — Long-Term Child Savings Provident Fund — Medium-Risk Track10.81%
Meitav Child Savings Program Provident Fund — Medium-Risk Track13.40%
Menora Mivtachim Child Savings Program — Medium-Risk Track13.65%
Phoenix Child Savings — Medium-Risk Track12.04%
Migdal Child Savings — Medium-Risk Track13.14%
Harel Child Savings — Medium-Risk Track13.13%
Altshuler Shaham Child Savings Medium Risk11.02%
Clal Child Savings Program Medium-Risk TrackNo data
Market average12.68%

Meitav Child Savings Program Provident Fund — Medium-Risk Track

Data updated through August 2026

Investment policy — mvdl hk"m Other — Child savings – medium risk

Fund details

Fund number: 11386
Track type: Child savings – medium risk
Savings type: Hisachon LeKol Yeled (חיסכון לכל ילד)
Managing institution: מיטב גמל ופנסיה בע"מ
Inception date: 28/11/2016

Assets and exposures

Total assets managed in this fund (₪ millions): 308.25
Liquid-asset share: 82.80%
Total equity exposure: 47.72%
Foreign exposure: 46.56%
Foreign-currency exposure: 19.70%
Equity exposure from asset allocation: 37.07%
Standard deviation: 6.19%
Sharpe ratio: 1.07

Returns and management fees

Return in the last month: 1.77%
12-month return: 13.40%
36-month cumulative return: 44.0%
60-month cumulative return: 46.1%
Average annual return over the last 3 years: 12.92%
Average annual return over the last 5 years: 7.88%
Average management fees paid by fund members: 0.02%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	22.06%	68.01
Tradable corporate bonds and bond ETFs	17.05%	52.55
Non-tradable corporate bonds	2.85%	8.8
Equities, options and equity ETFs	37.07%	114.27
Deposits	0%	0
Loans	3.25%	10.01
Cash and cash equivalents	2.70%	8.31
Mutual funds	2.83%	8.73
Other assets	12.19%	37.57

Asset allocation

Comparison in the Child savings – medium risk track

The selected fund compared with other funds in the same category.

Table Chart

Showing 1–9 of 9 funds

Fund name	12 months	3 years	5 years	Rating	Management fees	Plan membership
Infinity Child Savings — Medium-Risk Trackאינפיניטי השתלמות, גמל ופנסיה בע"מ	14.26%	47.55%	52.19%		0.02%	Visit institution website
Analyst Track-based — Long-Term Child Savings Provident Fund — Medium-Risk Trackאנליסט קופות גמל בע"מ	10.81%	42.97%	49.10%		0.02%	Visit institution website
Meitav Child Savings Program Provident Fund — Medium-Risk TrackSelected Fund · מיטב גמל ופנסיה בע"מ	13.40%	43.97%	46.12%		0.02%	Visit institution website
Menora Mivtachim Child Savings Program — Medium-Risk Trackמנורה מבטחים פנסיה וגמל בע"מ	13.65%	40.56%	43.11%		0.01%	Visit institution website
Phoenix Child Savings — Medium-Risk Trackהפניקס פנסיה וגמל בע"מ	12.04%	42.40%	41.94%		0.02%	Visit institution website
Migdal Child Savings — Medium-Risk Trackמגדל מקפת קרנות פנסיה וקופות גמל בע"מ	13.14%	40.59%	41.04%		0.01%	Visit institution website
Harel Child Savings — Medium-Risk Trackהראל פנסיה וגמל בע"מ	13.13%	37.55%	39.41%		0.01%	Visit institution website
Altshuler Shaham Child Savings Medium Riskאלטשולר שחם גמל ופנסיה בע"מ	11.02%	38.74%	35.60%		0.02%	Visit institution website
Clal Child Savings Program Medium-Risk Trackכלל פנסיה וגמל בע"מ	No data	No data	No data	No data**	No data	Visit institution website
Market average	12.68%	41.79%	43.56%	No data	0.02%

** Not enough data for a rating yet

12-month return

Current comparison of displayed tracks against the market average

Selected trackTracks to compareMarket average

Infinity Child Savings — Medium-Risk Track14.26%
Analyst Track-based — Long-Term Child Savings Provident Fund — Medium-Risk Track10.81%
Meitav Child Savings Program Provident Fund — Medium-Risk Track13.40%
Menora Mivtachim Child Savings Program — Medium-Risk Track13.65%
Phoenix Child Savings — Medium-Risk Track12.04%
Migdal Child Savings — Medium-Risk Track13.14%
Harel Child Savings — Medium-Risk Track13.13%
Altshuler Shaham Child Savings Medium Risk11.02%
Clal Child Savings Program Medium-Risk TrackNo data
Market average12.68%

Meitav Child Savings Program Provident Fund — Medium-Risk Track

Fund details

Fund data

Assets and exposures

Returns and management fees

Asset allocation

Asset details from the source

Comparison in the Child savings – medium risk track

12-month return

Meitav Child Savings Program Provident Fund — Medium-Risk Track

Fund details

Fund data

Assets and exposures

Returns and management fees

Asset allocation

Asset details from the source

Comparison in the Child savings – medium risk track

12-month return