Meitav Manager

Meitav Manager is a Meitav financial product that allows you to manage a digital investment portfolio with an entry threshold of just ILS 25,000. The portfolio is managed by Meitav’s professional investment managers and is fully invested in mutual funds. This is an innovative product that provides an excellent alternative to bank deposits and savings plans.

Until recently, access to capital market investments through a bank investment advisor or portfolio manager was available only for individuals with hundreds of thousands of shekels. Today, Meitav Manager makes it easy, convenient and fully digital for everyone to invest in the capital market.

The purpose of Meitav Manager is to achieve optimal returns while maintaining broad risk diversification through investments in mutual funds, each containing hundreds of securities, to reduce the risk. In addition, Meitav Manager offers an especially attractive package of benefits:

• Professional Investment Management: Meitav Manager portfolios are managed by Meitav’s professional investment managers.
• Cost Savings: Thanks to the engagement with Meitav Manager being digital, you pay no portfolio management fees, and you are exempt from securities buy/sell commissions and custody fees. You only pay the management fees of the mutual funds included in your portfolio.
• Tax Advantage: Investing with Meitav Manager allows for tax deferral (read more in the following questions).
• High Liquidity: Funds can be withdrawn at any time and be transferred to your bank account within seven business days.

In investment management, there is no substitute for professionalism, stability of the management entity, and, of course, experience. Meitav is one of Israel’s oldest, most professional and largest portfolio management companies, operating in the field for decades. Our professional investment managers have years of experience in the capital market, navigating all extreme scenarios, from crises to sharp rises. They are experts in identifying real-time opportunities while maintaining responsible risk management.

Under the management of our experts, your money will finally start working for you. Investment decisions at Meitav are closely supported by our research department, considered one of the largest and most experienced in Israel, providing our investment managers with a high-quality, 24/7 feed of economic event analysis and market trend forecasts.

Mutual funds are a financial product that allows groups of people to invest together in tradable securities under the management of professional investment managers, aiming to maximize the fund’s returns in line with its investment policy. Essentially, each mutual fund functions as a large, multi-participant investment portfolio, with the fund managers acting as investment managers. Investing through mutual funds has four key advantages:

1. Skilled, active management by investment managers who strive to achieve significant returns.
2. Broad diversification: A broad range of securities diversifies the portfolio and reduces risk compared to direct investments in individual stocks.
3. Cost savings: Mutual funds do not charge separate buy and sell commissions. The cost of all operations in securities by the fund manager are included in the fund’s management fees.
4. Tax deferral: No tax is paid on the purchase and sale of securities within the fund. A tax event occurs only when the investor redeems the mutual fund itself, which allows the tax to be deferred for years. This is a significant advantage compared to standard managed portfolios, where a tax payment is required each time a security is bought or sold.

Meitav Manager’s solution allows everyone to enjoy the benefits of investment portfolio management with an initial investment of just ILS 25,000.

Thanks to this revolutionary Meitav Manager product, you can invest modest amounts while knowing your money is managed by top-notch investment managers who combine decades of experience and are assisted by valuable insights from our research and analysis team.

You can easily join digitally from any device, at any time, and open a Meitav Manager account. Click here to join >>

All Meitav investment portfolios, large and small, are closely managed by our investment managers, aiming to achieve optimal returns. Our investment managers bring decades of experience across all market scenarios and rely on analysis from Meitav’s research department, as well as market reviews from external research bodies in Israel and abroad.

All managed investment portfolios (including, of course, Manager portfolios) benefit from Meitav’s scale as one of Israel’s largest portfolio management firms, with investment portfolios totaling approximately ILS 73 billion.

This means better terms, stability and a significant scale advantage in all market scenarios.

High liquidity is a key advantage of Meitav Manager. The funds managed in the investment portfolios can be withdrawn at any time at the client’s request. The withdrawal process is conducted through the Personal Zone on the Meitav website via the digital platform. Funds will be transferred to the client’s account within seven business days from the submission of the request.

We’ve already explained about the professionalism, experience and research support of our investment managers in the previous answer. Beyond that, we emphasize that Meitav Manager is a revolutionary product due to its low entry threshold of just ILS 25,000. Until recently, managed investment portfolios in Israel were the domain of the wealthy, with entry thresholds of hundreds of thousands of shekels. Meitav Manager opens the door to this field to virtually everyone, while maintaining professional and high-quality portfolio management, just like the larger portfolios.

What else is different? Meitav Manager is a fully digital financial product. This means you don’t have to visit our offices to get started (though you’re welcome to and the coffee’s on us!). It also means that you enjoy full transparency and can check your portfolio’s status at any time through your personal area on the Meitav Manager website. In the personal area, you can perform many actions online, including updating your preferred investment policy, depositing or withdrawing funds to your regular bank account, and updating your contact details.

After joining Meitav Manager, you can access your personal area on our website to check your portfolio’s status at any time, from any device, 24/7. That’s transparency.

Our commitment to full transparency doesn’t end there: As a company regulated by the Israel Securities Authority, we will provide you with periodic reports detailing your portfolio’s composition, costs and returns.

Of course, we’re happy to address any questions, comments, or insights you may have. Contact us by phone at *3366.

All managed investment portfolios in Meitav Manager are handled by top investment managers experienced in every possible market scenario. We offer one general track, and to accommodate investors who prefer focus and the ability to set a specific direction for their portfolio, we offer four specialized tracks, and two combined tracks:

• General Track: This portfolio leaves full discretion to our investment managers in selecting investment channels while ensuring sector and geographic diversification in Israel and abroad for the stock and bond components, and adhering to the risk exposure limits you select.

Specialized and Combined Investment Tracks:

• Global-Focused Track: A portfolio with a 100% overseas investment policy, meaning all holdings are in foreign bonds and stocks, primarily in the US market. The currency exposure in the portfolio will be to the US dollar.
• Technology-AI Focused Track: Equity exposure to technology, accounting for one-third to one-half of your portfolio – higher than the industry’s relative weight in leading indices. You’ll still be invested in stocks from other sectors, but the focus will be on technology.
• Real Estate and Infrastructure Focused Track: Equity exposure to real estate, accounting for one-third to one-half of your portfolio – higher than the industry’s relative weight in leading indices.
• Money Market Fund Focused Track: Suitable for investors seeking an alternative to bank deposits. The portfolio is invested solely in a money market fund, with no equity exposure. Investing in a money market fund is preferable to a bank deposit in terms of liquidity (the fund is traded every trading day of the week) and interest rate terms influenced by economies of scale (billions of shekels are managed in the funds).
• General Track: This track leaves full discretion to our investment managers in selecting investment channels while adhering to the risk exposure limits you selected, ensuring industry and geographic diversification in Israel and abroad for the stock and bond components.

Combined Investment Tracks:

• Gold Combined Track: This portfolio directs our investment managers to invest in the gold sector. This track is suitable for investors (including those with tens, not hundreds, of thousands of shekels in capital) who believe that investing in gold may preserve their capital’s purchasing power and seek diversification in their investment portfolio.
• Crypto Combined Track: This track may suit investors with a high risk tolerance who wish to include exposure to digital currencies as part of their investment portfolio for diversification purposes.

Learn more about the investment tracks offered by Meitav Manager >>

Your money, sitting idle in bank deposits or savings plans isn’t working for you. Worse, it’s slowly and gradually losing value, in a word, it is being eroded.

Meitav Manager offers a prudent and professional alternative, with direct investment in the capital market based on your pre-defined preferences. In deposits, you earn almost nothing (if at all), while with Meitav Manager, our professional investment managers work for you, aiming to achieve optimal returns in the capital market.

Risk levels for Meitav Manager portfolios are determined after clients answer a short set of specific questions about their financial situation, liquidity needs and risk appetite. In other words, each investment portfolio is tailored to its owner based on their responses. This starting point is crucial, as it provides important information for determining the investor’s risk profile, but of course, adjustments, improvements and refinements can be made along the way.

No. There is no need for conversion. Our investment managers handle this for you as part of the investment in international funds within Manager.