The public's financial assets portfolio in the first quarter of 2021
§ In the quarter, the equities components increased, mainly equities abroad (by about 15 percent). In contrast, the corporate bonds components in Israel and abroad remained unchanged, while the government bonds in Israel and the makam component declined.
§ As a result of the developments during the quarter, there were increases in the share of foreign currency assets and the share of foreign assets in the portfolio.
§ The balance of the asset portfolio managed by institutional investors increased in the first quarter by approximately NIS 78 billion (3.8 percent), to about NIS 2.13 trillion at the end of the quarter.
§ Institutional investors’ rate of exposure to foreign assets increased by about 1.4 percentage points during the quarter, while their exposure to foreign currency decreased by 0.1 percentage points.
§ The value of the portfolio managed by mutual funds in Israel increased by about NIS 21 billion (6.3 percent) in the first quarter, to about NIS 351 billion.