Training Funds
Found 3 recent publications
July Training Fund Ranking: Funds That Shielded Investors from Declines
July was a quiet month in the markets, with the Tel Aviv 35 index adding about 2% while US indices closed with slight declines. In the yield tables, this translated into tiny movements where fractions of a percent determined the leaders and laggards.
The investment house that surprised for the better after two difficult years: what did your training fund do in July?
July was positive in the local market, but the strengthening of the shekel boosted foreign-oriented bodies and S&P 500 trackers. After difficult years, Altshuler Shaham and Yelin Lapidot had another good month, outperforming their competitors despite negative returns.
Training funds (Keren Hishtalmut): July performance and investment insights
The return forecast for training funds in July is approximately -0.5% for the general track and -0.9% for the stock track. Meanwhile, the S&P 500 track is expected to rise by about 2.4% due to the strengthening of the dollar. We analyze fund performance and the significant tax advantages of this savings instrument.