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Advanced training: The increases in the capital market in March colored the funds green - Walla! Of money

2022-04-28T07:46:54.917Z


Continuing education: Increases in the capital markets have led advanced training funds to turn green for the first time since December 2021 and slightly correct the negative returns since the beginning of the year


Advanced training: The increases in the capital market in March colored the funds green

Continuing education: Increases in the capital markets have caused study funds to turn green for the first time since December 2021 and slightly correct the negative returns since the beginning of the year.

Roast Greenberg

28/04/2022

Thursday, 28 April 2022, 10:20 Updated: 10:37

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For

the first time since the beginning of the year, the Israeli study funds showed a positive return, in light of the increases experienced in the US and Israeli stock markets that month, and broke the loss trend of the first two months of the year.

3.5% and 3.4%, respectively, during March, and the selected indices on the Tel Aviv Stock Exchange, such as Tel Aviv 35 and Tel Aviv 125, rose by 2.4% and 2%, respectively, during the same period.



This is despite the Russia-Ukraine war Continued (and still continues) at that time, inflation was (and remains) high, and expectations of rising interest rates remained strong - as did the remnants of the corona, which continues to be present even in its decline.



The average return presented by the 10 study funds in the general track examined by Walla!

Money and Maariv Business, stood at 0.74% during the last March, and reduced the average negative return that the funds recorded for their colleagues since the beginning of the year to 1.49%.

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Study Fund Performance Table (Photo: Walla !, no)

In two words: Yellin Lapidot

The one that managed to achieve the highest return among the study funds examined in the table is the fund of the Yellin Lapidot Investment House, which is mainly exposed to the equity channel, and concluded last March with a return of 0.89%.



In this way, Yellin's continuing education fund reduced its negative return from the beginning of the year to 2.13%.

This is the second highest negative return among the study funds examined in the table.



Second from the bottom to the negative return achieved by the General Training Fund of Altshuler Investment House Shaham since the beginning of the year, which stands at 2.36% - after concluding the month of March with a 0.85% return.



Omar Degani, VP of Marketing at Yellin Lapidot Investment House

, explains: "The parameters that positively affected our return on the general track during March were the scattering of shares abroad, along with investment in indices that recorded higher returns than the rest of the market.



The selection of the shares we made on the Israel Stock Exchange allowed us to present a higher return than the indices and the rest of the market.

In addition, the short-term (average life expectancy) bonds and the tendency to stick to the government part (government bonds) did well in the investment portfolio.



We also conclude March by leading the equity track (an investment track that is mostly biased towards equities), the popularity of which is gaining momentum.

However, it is important to remember that provident and pension investment



portfolios are long-term financial products, so returns should be looked at in long-term terms, and the various players (financial product marketers) should be examined in the long term. "



During the last March, it reduced its negative return from the beginning of the year to 2.99%. Its cumulative return for 5 years stands at 73.02%.

Omer Degani, VP of Marketing at Yellin Lapidot Investment House (Photo: Maariv, Oded Karni)

Despite the gains in March, the losses of the first two months have not yet been written off

The one who summarizes from below the table of the 10 study funds we examined is that of the Phoenix-Excellence insurance company, with a return of 0.39% last March, which highlights a gap of 0.5% from the leader of the table.



The March return reduced the latter's negative return to - 1.46%, which is close to the average of all the funds examined.

Capital market sources estimate that most of the gap created in the March summary between Phoenix and the other large study funds is due to Phoenix's lower holding in tradable shares, which is more biased towards Israel than abroad



. Its negative return since the beginning of the year is 1.74% - the cumulative return of the fund in this 5-year track is 71.08%.

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Source: walla

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