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Do you have a training fund? You may have lost a lot of money Israel today

2022-09-18T13:26:24.692Z


The rising inflation in the USA and the expectation that the central bank will raise the interest rate, crashed the stock markets • In Israel the indices actually went up • So which fund earned the most? • Eyal Siani, VP at Quality Insurance and Finance "Before switching between funds, you must consult a professional"


The rising inflation in the US and the expectation that the central bank will raise interest rates brought the stock markets down. In contrast, in Israel the main indices actually rose, the TA 35 index rose by 3.8% during the month of August.

In the FUNDER range, in the last month, the investment site is longer and a negative return was recorded for all entities.

So which training fund recorded the highest return?

The Analyst training fund (-0.53%) has the highest yield, immediately followed by the Fenix ​​(-0.65%), Moore (-0.89%) and Meitav (-0.99%) funds.

In last place is the largest training fund in Israel and by a considerable margin from its competitors - Altshuler Shaham, which recorded a return of -1.58% and is located at the bottom of the funder range.

The high inflation brought down the stock market, photo: AP

Since the beginning of the year, Altshuler is placed at the bottom of the table with a return of -8.62%, while the average return of all training funds was -5.4%.

Altshuler Shaham's low return is due to its high exposure to shares in the American market.

We will remind you that thanks to the high exposure to the stock market in the USA, Altshuler's training fund recorded the highest return in July. Moore's training fund is the leader in 3-year returns with 34.04%, a significant gap from the competitors. (20.4-20.8). It is important to note that Despite the ease with which it is now possible to move from POS to POS, it is always worthwhile to check the performance over time and not over a month or several months.  

Siani.

You must consult before moving from fund to fund,


Eyal Siani, VP at Quality Insurance and Finance and member of the finance committee at the Chamber of Insurance Agents: "You can transfer to any company by contacting the company you want to transfer to or through a pension license holder.

Since there is a great difference between the internal characteristics of each investment path, it is recommended to consult a professional before making a decision on the matter in order to examine the compatibility of the managing company and the investment path with personal needs, the desired level of risk and the investment range. 

The analyst training fund with the highest return,

In this context, it is important to note that naturally the investment managers of those companies have better and worse times, so it is recommended to check the quality of the results of the investment managers over the years and not be tempted to check it over short periods."

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Source: israelhayom

All news articles on 2022-09-18

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