Meitav's Mutual Funds Division Soars: Surge in Market Share Driven by Record-Breaking Inflows

TEL AVIV, Israel, Nov. 4, 2026 /PRNewswire/ -- Meitav Investment House (TASE: MTAV) announces that Meitav's mutual funds division continues to strengthen its position in the Israeli market, with exceptional net inflows and steady market share gains. The latest industry data show Meitav capturing net inflows well above its share of assets under management, reinforcing its leading position in the industry.

Managing approximately NIS 124 billion or $40 Billion across all fund categories as of the end of September, Meitav has captured NIS 9.9 billion in net inflows year-to-date across all fund categories, ranking first in the industry in net inflows.

Within its actively managed fixed income and equity funds alone ("traditional funds") Meitav has generated a remarkable NIS 5.9 billion or $1.9 billion in net inflows year-to-date, while managing approximately NIS 30 billion or $9.7 billion in these funds.

Meitav entered 2026 with a 10.3% share of Israel's traditional mutual fund market. Since then, it has captured a substantially larger share of industry net inflows, consistently ranking first in the industry in net inflows.

Key results include:

• July Inflow Share: Reached 36.8% of total industry inflows.
• August Record Surge: Increase to an unprecedented 53.5% of total industry inflows.
• September Strong Momentum: Continued at an impressive 44.2% of total industry inflows, maintaining Meitav's fundraising momentum.

This outperformance drove a rapid expansion in Meitav's traditional funds market share, rising from 10.3% to 11.7% by the end of September. These significant above-market-share inflows contributed to an increase in Meitav's overall share across the mutual funds industry climbed from 14.2% to 14.6%.

About Meitav Investment House:

Meitav Investment House (TASE: MTAV) is Israel's largest investment house, managing financial assets of approximately NIS 484.8 billion for over 1.7 million clients as of September 2026. Established in 1979, the firm specializes in provident and pension funds, mutual funds, and tailored portfolio management, offering advanced, technology-driven financial solutions. In addition, Meitav has a large retail brokerage platform, institutional brokerage activity, credit activities and alternative asset management.

Company Contact

Einat Rom, CFO
[email protected] 

Investor Relations Contact:

Miri Segal
MS-IR
[email protected]   

The USD/ILS exchange rate as of 24.10.2026 was 3.10

This publication does not constitute an offer to purchase units in mutual funds. Nothing stated above should be construed as a commitment by the Fund Manager to achieve any particular return, including excess returns, nor does it constitute a substitute for investment advice or investment marketing provided by a duly licensed professional in accordance with applicable law, taking into account the circumstances and needs of each individual, or a substitute for tax advice.

Past performance and rankings of mutual funds are not indicative of their future performance or rankings.

SOURCE Meitav Investment House