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October pays off: the month that painted the study funds green

The table does not lie: American technology companies pulled up the yields of Israeli study funds in October, led by 'analyst' Willin-Lapidot.

Noam Rokach, VP of Investment at Analyst: "What helped in October: the high exposure to the tradable stock market, while overweighting technology companies"

Tags

• Study funds

• technology

• stock

• Analyst

• Altshuler Shaham

• Yellin Lapidot

Roast Greenberg

Wednesday, 17 November 2021, 16:06 Updated: Thursday, 18 November 2021, 09:12

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Taurus month: The US capital market returned the green color to the cheeks of Israeli study funds, which returned to a positive trend last October with an average return of 2.42%, compared to a negative average return of 0.63% in September before.

Improving global employment trends, against the backdrop of good business results from companies in various fields, which were higher than analysts surveying the companies, led to sharp rises in US and European stock markets, led mainly by technology stocks in the US.

The study fund that achieved the highest return in the autumn month was that of the analyst investment house - 2.87%, which is 0.8% higher than the study fund of the Migdal insurance company, which seals the table below.

The relatively high return led the Analyst training fund to a cumulative return of 13.19% since the beginning of the year, which is second only to the 13.34% return achieved by the training fund of the Meitav Dash investment house.Leading the table for this period.

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(Photo: PR)

Noam pharmacist, chief investment officer at investment, analyst, told L'ooalh! Money and Maariv that "October was characterized by excess return to the US market in general, and in particular the Nasdaq index, with a rise of 7.3% in the index.

Side, too The indices on the local stock exchange rose, such as the Tel Aviv 125 index, which rose by 3.7%, while the sector that excelled in the local market was reflected in the banks index.

It is also a month that has continued the increases in the corporate bond market, with an excess return to the linked channels, in light of the continued rise in inflation expectations.

In doing so, October continues the positive trend of most months of the year, and investment channels reflect the sharp economic improvement after the year of the crisis, both globally and more so in Israel.

Keep in mind that all of this happens when the interest rate environment remains low, and expectations ahead for interest rate hikes next year are only moderate.

What helped the 'analyst' in yields during October is the relatively higher exposure of others to the tradable stock market, which is at the top end of the training funds in the domestic market, while overweighting technology companies.

For example, in the technology segment, the funds under our management held exposure to a share of Nvidia, which rose about 23% this month.

In the local market we hold, overweight, income-producing real estate stocks and banks.

The table does not lie: Analyst Willin-Lapidot is the leader of October in the study funds (Photo: None)

Altshuler-Shaham continue to lead the return for 5 years

The positive trend described by Rokach led the Dow Jones index - an index that weights the shares of 30 American giant companies traded on the New York Stock Exchange (up 5.8%, the S & P500 index) which weights the shares of 500 companies the largest US), an increase of 6.9%, and the Nasdaq 100 rise of about -7.9%.

the US market is expected to remain bullish even in November, but rather markets Asia - the continent in many polices, celebrating the 'year of the ox, discovered a weakness during October and offset sharp increases in reductions 'black September'.

It should be noted that the Training fund may be redeemed after 6 years, and the investment continues to believe that Asian markets - Altshuler Shaham, continues to lead the standings cumulative yield for 5 years with yield of 45.56%.

who signed the table yields training funds for November from the bottom, is the educational fund of the insurance company Migdal,Which achieved a return of 2.07%.

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