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Yelin Lapidot Tops July Returns in Israeli Provident Funds Despite Negative Yearly Trends

איך 2 חדרי חדשות ישראליים סיפרו את הסיפור הזה, זה לצד זה.

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דווח לראשונה בMako · Aug 6, 2026

מה קרה

Israeli provident funds saw negative returns in July, with Yelin Lapidot leading the general track despite poor yearly performance. The S&P 500 track rose due to a stronger dollar. Clal leads year-to-date returns, and provident funds continue to offer substantial tax benefits for employees and self-employed savers.

  • 01July saw negative returns of 0.5% in general and 0.9% in equity provident fund tracks.
  • 02Yelin Lapidot led July's general track but ranks last for the year so far.
  • 03Altshuler Shaham tops the equity track for July with improving returns.
  • 04S&P 500 track rose 2.4% in July due to a stronger US dollar against the shekel.
  • 05Clal leads year-to-date returns with 6.8% in the general track and 11.2% in equity.
  • 06Provident funds offer significant tax benefits and liquidity after six years for savers.

התקציר תורגם וסוכם מהמקורות למטה על ידי baba. לקריאה המלאה פתחו כל מקור.

In this story
People
OrganizationsYelin Lapidot, Altshuler Shaham, Harel, Clal, Mor, Bizportal
PlacesIsrael, Tel Aviv

סיקור מלא · 2 מקורות

אותו אירוע, כפי שכל חדר חדשות דיווח עליו בנפרד. פתחו כמה כדי להשוות במה כל אחד מדגיש ומה הוא משמיט.

סיפורים קשורים

Yelin Lapidot Leads Israeli Provident Funds Despite July Losses Amid Market VolatilityAug 16, 2026Israeli Provident Funds Show Resilience Despite June Market DeclinesJul 15, 2026S&P 500 Fund Outperforms Amid Market Declines in JulyJul 31, 2026Israeli Pension Funds See Strong August Returns After Weak Months6 days agoMay Was a Strong Month for Provident Funds, Led by Technology and Asia BetsJun 16, 2026June Decline in Tel Aviv Pulls Down Pension Fund Returns While S&P 500 OutperformsJul 1, 2026