The public's financial assets portfolio in the fourth quarter of 2018

  • During the fourth quarter of 2018, the value of the public's financial assets portfolio decreased by approximately NIS 5 billion (0.1 percent), to about NIS 3.7 trillion at the end of the quarter.
  • The decrease in the portfolio’s value in the fourth quarter was mainly a result of a decline in the balance of investments abroad and in bonds in Israel.
  •  The balance of the asset portfolio managed by institutional investors declined in the fourth quarter of 2018 by approximately NIS 41.6 billion (2.5 percent), to NIS 1.64 trillion.
  •  Institutional investors’ rate of exposure to foreign assets increased by about 0.5 percentage points, while in contrast, their exposure to foreign currency declined by approximately 0.4 percentage points.
  •  The value of the asset portfolio managed by mutual funds in Israel declined by about NIS 23.6 billion in the fourth quarter of 2018.​

Full press release, including garphs and data