Mutual Funds

Israel's mutual fund industry reached 849.4 billion shekels in managed assets following 6.4 billion shekels in net inflows in September 2026, driven by money market and local bond funds.

Altshuler Shaham recorded net outflows of nearly NIS 200 million in September, ending months of strong fundraising as the firm announced a major corporate restructuring and split of its provident and pension operations.

Hachshara Insurance is launching a credit broker platform for agents to intermediate loans, mortgages, and business credit, expanding beyond traditional insurance and pensions.

The Israeli mutual fund industry reached a record NIS 853 billion in assets under management. Driven by market rallies and high interest rates, money market funds surged by 914% over the past five and a half years.

In August 2026, the volume of assets in overseas stock funds reached parity with Israeli funds, totaling 167 billion shekels in each category, marking a significant shift in investor preferences.

A Calcalist review reveals that only a few flexible funds consistently outperform the TA-125 index. As more Israelis direct savings to the capital market, selecting a skilled manager has become a critical decision.