Meitav Child Savings Program Provident Fund — High-Risk Track

Data updated through August 2026

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

Fund details

Fund number: 11387
Track type: Child savings – high 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): 610.07
Liquid-asset share: 91.00%
Total equity exposure: 97.22%
Foreign exposure: 70.73%
Foreign-currency exposure: 29.34%
Equity exposure from asset allocation: 75.52%
Standard deviation: 11.90%
Sharpe ratio: 1.06

Returns and management fees

Return in the last month: 2.61%
12-month return: 22.41%
36-month cumulative return: 77.7%
60-month cumulative return: 79.2%
Average annual return over the last 3 years: 21.11%
Average annual return over the last 5 years: 12.37%
Average management fees paid by fund members: 0.01%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	9.75%	59.49
Tradable corporate bonds and bond ETFs	1.73%	10.57
Non-tradable corporate bonds	0%	0.01
Equities, options and equity ETFs	75.52%	460.7
Deposits	0%	0
Loans	0%	0
Cash and cash equivalents	7.21%	44.01
Mutual funds	1.89%	11.51
Other assets	3.90%	23.77

Asset allocation

Comparison in the Child savings – high 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
Meitav Child Savings Program Provident Fund — High-Risk TrackSelected Fund · מיטב גמל ופנסיה בע"מ	22.41%	77.66%	79.18%		0.01%	Visit institution website
Infinity Child Savings — High-Risk Trackאינפיניטי השתלמות, גמל ופנסיה בע"מ	18.66%	69.58%	92.15%		0.00%	Visit institution website
Phoenix Child Savings — High-Risk Trackהפניקס פנסיה וגמל בע"מ	21.45%	72.99%	77.34%		0.01%	Visit institution website
Menora Mivtachim Child Savings Program — High-Risk Trackמנורה מבטחים פנסיה וגמל בע"מ	23.59%	75.58%	75.42%		0.01%	Visit institution website
Migdal Child Savings — High-Risk Trackמגדל מקפת קרנות פנסיה וקופות גמל בע"מ	21.90%	74.14%	75.77%		0.01%	Visit institution website
Harel Child Savings — High-Risk Trackהראל פנסיה וגמל בע"מ	23.91%	73.83%	75.09%		0.01%	Visit institution website
Analyst Track-based — Long-Term Child Savings Provident Fund — High-Risk Trackאנליסט קופות גמל בע"מ	18.62%	69.68%	76.66%		0.01%	Visit institution website
Altshuler Shaham Child Savings High Riskאלטשולר שחם גמל ופנסיה בע"מ	17.66%	64.32%	56.14%		0.01%	Visit institution website
Clal Child Savings Program High-Risk Trackכלל פנסיה וגמל בע"מ	No data	No data	No data	No data**	No data	Visit institution website
Market average	21.03%	72.22%	75.97%	No data	0.01%

** Not enough data for a rating yet

12-month return

Current comparison of displayed tracks against the market average

Selected trackTracks to compareMarket average

Meitav Child Savings Program Provident Fund — High-Risk Track22.41%
Infinity Child Savings — High-Risk Track18.66%
Phoenix Child Savings — High-Risk Track21.45%
Menora Mivtachim Child Savings Program — High-Risk Track23.59%
Migdal Child Savings — High-Risk Track21.90%
Harel Child Savings — High-Risk Track23.91%
Analyst Track-based — Long-Term Child Savings Provident Fund — High-Risk Track18.62%
Altshuler Shaham Child Savings High Risk17.66%
Clal Child Savings Program High-Risk TrackNo data
Market average21.03%

Meitav Child Savings Program Provident Fund — High-Risk Track

Data updated through August 2026

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

Fund details

Fund number: 11387
Track type: Child savings – high 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): 610.07
Liquid-asset share: 91.00%
Total equity exposure: 97.22%
Foreign exposure: 70.73%
Foreign-currency exposure: 29.34%
Equity exposure from asset allocation: 75.52%
Standard deviation: 11.90%
Sharpe ratio: 1.06

Returns and management fees

Return in the last month: 2.61%
12-month return: 22.41%
36-month cumulative return: 77.7%
60-month cumulative return: 79.2%
Average annual return over the last 3 years: 21.11%
Average annual return over the last 5 years: 12.37%
Average management fees paid by fund members: 0.01%

Asset allocation

Asset allocation based on the reported data.

Asset details from the source

Asset type	Rate	Amount (₪ millions)
Tradable government bonds	9.75%	59.49
Tradable corporate bonds and bond ETFs	1.73%	10.57
Non-tradable corporate bonds	0%	0.01
Equities, options and equity ETFs	75.52%	460.7
Deposits	0%	0
Loans	0%	0
Cash and cash equivalents	7.21%	44.01
Mutual funds	1.89%	11.51
Other assets	3.90%	23.77

Asset allocation

Comparison in the Child savings – high 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
Meitav Child Savings Program Provident Fund — High-Risk TrackSelected Fund · מיטב גמל ופנסיה בע"מ	22.41%	77.66%	79.18%		0.01%	Visit institution website
Infinity Child Savings — High-Risk Trackאינפיניטי השתלמות, גמל ופנסיה בע"מ	18.66%	69.58%	92.15%		0.00%	Visit institution website
Phoenix Child Savings — High-Risk Trackהפניקס פנסיה וגמל בע"מ	21.45%	72.99%	77.34%		0.01%	Visit institution website
Menora Mivtachim Child Savings Program — High-Risk Trackמנורה מבטחים פנסיה וגמל בע"מ	23.59%	75.58%	75.42%		0.01%	Visit institution website
Migdal Child Savings — High-Risk Trackמגדל מקפת קרנות פנסיה וקופות גמל בע"מ	21.90%	74.14%	75.77%		0.01%	Visit institution website
Harel Child Savings — High-Risk Trackהראל פנסיה וגמל בע"מ	23.91%	73.83%	75.09%		0.01%	Visit institution website
Analyst Track-based — Long-Term Child Savings Provident Fund — High-Risk Trackאנליסט קופות גמל בע"מ	18.62%	69.68%	76.66%		0.01%	Visit institution website
Altshuler Shaham Child Savings High Riskאלטשולר שחם גמל ופנסיה בע"מ	17.66%	64.32%	56.14%		0.01%	Visit institution website
Clal Child Savings Program High-Risk Trackכלל פנסיה וגמל בע"מ	No data	No data	No data	No data**	No data	Visit institution website
Market average	21.03%	72.22%	75.97%	No data	0.01%

** Not enough data for a rating yet

12-month return

Current comparison of displayed tracks against the market average

Selected trackTracks to compareMarket average

Meitav Child Savings Program Provident Fund — High-Risk Track22.41%
Infinity Child Savings — High-Risk Track18.66%
Phoenix Child Savings — High-Risk Track21.45%
Menora Mivtachim Child Savings Program — High-Risk Track23.59%
Migdal Child Savings — High-Risk Track21.90%
Harel Child Savings — High-Risk Track23.91%
Analyst Track-based — Long-Term Child Savings Provident Fund — High-Risk Track18.62%
Altshuler Shaham Child Savings High Risk17.66%
Clal Child Savings Program High-Risk TrackNo data
Market average21.03%

Meitav Child Savings Program Provident Fund — High-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 – high risk track

12-month return

Meitav Child Savings Program Provident Fund — High-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 – high risk track

12-month return