The public's financial assets portfolio in the second quarter of 2024

The public's financial assets portfolio in the second quarter of 2024

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• In the second quarter of 2024, the balance of the public's financial assets portfolio increased by approximately NIS 65 billion (1.15 percent), to about NIS 5.75 trillion.
• The increase in the portfolio's value in the second quarter was mainly due to increases in the balance of investments abroad (6.1 percent), and in the balance of government bonds and Makam (3.5 percent). In contrast, there were declines in the balance of equities in Israel (8.5 percent), and in the balance of corporate bonds (2.1 percent).
• The balance of the asset portfolio managed by institutional investors increased in the second quarter by approximately NIS 41 billion (1.6 percent), to NIS 2.66 trillion at the end of the quarter.
• Institutional investors' rate of exposure to foreign assets and to foreign currency increased by about 2.3 percentage points and by 1 percentage point, respectively, to approximately 47 percent and 23.6 percent, respectively, at the end of the quarter.

The value of the portfolio managed by mutual funds in Israel increased by approximately NIS 22.5 billion (4.5 percent) in the second quarter, to NIS 518.2 billion. There were net new investments, mainly in funds specializing in foreign equities and in shekel money market funds