- In the third quarter of 2024, the balance of the public’s financial assets portfolio increased by approximately NIS 221.7 billion (3.9 percent), to about NIS 6 trillion.
- The increase in the portfolio’s value in the third quarter was mainly due to increases in the balance of equities in Israel (10.5 percent), and in the balance of corporate bonds (5 percent).
- The balance of the asset portfolio managed by institutional investors increased in the third quarter by approximately NIS 114 billion (4.3 percent), to NIS 2.77 trillion at the end of the quarter.
- Institutional investors’ rate of exposure to foreign assets declined by about 0.3 percentage points to approximately 46.7 percent, and their rate of exposure to foreign currency increased by about 0.5 percentage points to about 24.1 percent at the end of the quarter.
- The value of the portfolio managed by mutual funds in Israel increased by approximately NIS 39.6 billion (7.6 percent) in the third quarter, to NIS 557.8 billion. There were net new investments, mainly in funds specializing in foreign equities and in shekel money market funds.
Full press release, including graphs and data