Israel Stock Portfolio

The Israeli economy, admirably called the Startup Nation, was ranked 4th in the world in 2022 according to The Economist. At the same time, investment in local stock indices has yielded higher returns than most comparable markets worldwide. We see here an investment opportunity in leading companies in Israel, while leveraging the home advantage of Meitav’s research and analysis department. Our focus on the local market improves the ability to analyze and identify investment opportunities, while primarily exposed to the local currency, the Israeli shekel.

The holdings in the portfolio are controlled and monitored on an ongoing basis by Meitav experienced and highly professional investment managers.

We invite you to open an investment portfolio that is entirely blue and white so that you can benefit from the returns of the Israeli industry in high-tech, real estate, finance and other industries.

• An attractive investment option for Israeli residents with US citizenship, who are signed with banks on W9 – the portfolio will consist solely of direct holdings in bonds and stocks of companies incorporated in Israel and traded on the Tel Aviv Stock Exchange.
• Advantages of scale – Meitav Investment House is one of the largest and most established companies in the Israeli capital market with managed assets in financial and pension products of approximately ILS 361 billion *.
• Transparency – the portfolio is managed in the client’s bank account, and the portfolio manager receives a power of attorney solely for executing buy and sell transactions of securities.
• Personal customization – the investment mix of the portfolio is tailored to each client’s needs.
• Full liquidity – the investment funds can be withdrawn at any time.