The public's financial assets portfolio in the second quarter of 2022

  •  In the second quarter of 2022, the balance of the public’s financial assets portfolio declined by approximately NIS 162 billion (3.3 percent), to about NIS 4.83 trillion, further to the decline in the previous quarter.
  • The decline in the second quarter was mainly due to declines in the balance of equities in Israel (12.7 percent), the balance of investments abroad (8.1 percent), and the balance of government bonds and makam (4.4 percent), in view of the price declines on bond indices and on equity indices in Israel and abroad.
  • The balance of the asset portfolio managed by institutional investors declined in the second quarter by approximately NIS 97 billion (4.1 percent), to about NIS 2.27 trillion at the end of the quarter.
  • Institutional investors’ rate of exposure to foreign assets declined by about 2.3 percentage points during the quarter, to about 15.2 percent, while their exposure to foreign currency declined by about 0.1 percentage points, to about 37.1 percent.
  • The value of the portfolio managed by mutual funds in Israel declined by about NIS 28 billion (7.3 percent) in the first quarter, to about NIS 359 billion.  There were withdrawals mainly from funds specializing in Israeli bonds.

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