[For an analysis of developments in 2020 overall, see “The public's financial assets portfolio” in Part A of Statistical Bulletin for 2020 (translation forthcoming).]

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  • In the fourth quarter of 2020, the balance of the public’s financial assets portfolio increased by about NIS 244 billion (5.9 percent). For the year overall, despite the volatility in the markets, the portfolio value increased by approximately 8 percent, to about NIS 4.4 trillion.
  • In the fourth quarter of 2020, the balance of Israeli equities increased markedly, and by year end it returned to its level of the end of 2019.
  • As a result of these developments, there were increases in the share of risk assets and the share of tradable assets in the portfolio.
  • The balance of the asset portfolio managed by institutional investors increased in the fourth quarter by approximately NIS 118 billion (6 percent), to about NIS 2.05 trillion. This is further to an increase that began in the second quarter, and for the full year it increased by 7.4 percent.
  • Institutional investors’ rate of exposure to foreign assets increased by about 1.8 percentage points during the quarter, and their exposure to foreign currency increased by 1.1 percentage points.
  • The value of the asset portfolio managed by mutual funds in Israel increased by about NIS 25 billion (8.2 percent) in the fourth quarter, reaching about NIS 330 billion, lower than its pre-crisis level (about NIS 355 billion in January 2020).

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