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Altshuler Shaham's Investment Fund Posts Positive Return Amid June Market Turmoil

איך 5 חדרי חדשות ישראליים סיפרו את הסיפור הזה, זה לצד זה.

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דווח לראשונה בMako · Jul 15, 2026

מה קרה

Altshuler Shaham's provident fund was the only one to post a positive return in June amid global market turmoil, benefiting from geographic diversification and low exposure to major U.S. tech stocks. The fund ended June with a 0.04% return despite sharp declines in Israeli and U.S. markets caused by Middle East tensions and AI investment uncertainties.

01Altshuler Shaham's provident fund posted a 0.04% positive return in June amid market volatility.
02The fund's success stemmed from global diversification and low exposure to major U.S. tech stocks.
03Israeli indices fell sharply in June, with TA-125 down 9.5%, while U.S. markets declined modestly.
04The fund reduced currency hedging as the dollar fell to about 2.9 shekels, increasing dollar exposure.
05Altshuler Shaham favors short-duration bonds, expecting continued interest rate declines.
06Other provident funds posted negative returns, with Analyst leading over three years despite June losses.

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