Short Term Savings


Finances and investments – to realize dreams and meet objectives. The capital market offers a wide range of solutions suitable for those with varying needs, risk-inclined investors or those who prefer more conservative investments.

Join us in benefiting from a range of solutions offered by the Psagot Investment House and from our considerable experience and proven professional and responsible investment management founded on deep-rooted and qualified research.

Mutual Funds

A mutual fund is a popular investment instrument in Israel allowing investors to purchase a product that invests in a range of securities in accordance with investment policies, made known to the public in advance.  Mutual funds allow Psagot to invest on the stock exchange in a variety of tracks - bonds, Israeli securities, overseas securities and foreign currency.  Psagot’s mutual funds demonstrate prominent performance over time, based on a coherent investment policy, a top-quality team of professionals and after thorough market research.

Investment Portfolio Management

Psagot Securities is Israel's largest portfolio management company.  The company’s clients benefit from the knowledge accumulated over approximately - 50 years of operations and from a team of investment managers, analysts and professional traders boasting extensive experience in their field.

The company benefits from proven advantages and from professional skills which led to  leading establishments in the economy expressing their confidence in Psagot by choosing it as the manager of their investment portfolio over many years. Our clients include institutional investors, leading corporations, public institutions and thousands of private clients.

Why is it worthwhile that Psagot Securities manage your investment portfolio?

• Psagot’s economies of scale allows us to base our investment on a comprehensive and professional analysis of companies in Israel and abroad.
• Investment management is conducted as per the client’s profile (private, company or financial institution), while understanding their needs and providing long-term solutions.
• Psagot Securities’ clients benefit from personal guidance and attention from a customer service manager licensed by the Israel Securities’ Authority.
• Investment activity is carried out in full transparency in the client’s personal bank account or through his designated account at Psagot Securities.
• Psagot Securities’ operations are regularly audited by objective and independent internal enforcement factors, as well as by the Israel Securities’ Authority and the Tel Aviv Stock Exchange.


Brokerage services to clients in Israel and abroad.

Psagot Securities, the investment portfolio management company of the Psagot Investment House Group, is a member of the stock exchange since 1968, operating the brokerage services department (trading), one of the most senior and leading brokerage departments in Israel. The company and its team of traders, have gained extensive experience in providing brokerage services to institutional clients, investors and investment firms from Israel and abroad.

The company’s clients benefit from the advantages of Psagot’s extensive volume of operations in trading and service. The company has a sophisticated and advanced trading room equipped with trading systems, communication and up to date information, to be found in leading global trading rooms.

Psagot Securities has a long-standing reputation in executing complex and strategic deals on Israel’s Stock Exchange. Our clients include investors from first rate corporations in Israel and abroad, who are provided advanced research and performance services.


Psagot Trade

Psagot places at your disposal an advanced autonomous trading system, personally customized as well as professional service and support in the account opening process and use of the system during trading hours. Psagot Trade provides you with an attractive alternative in performing independent trading activity, at a low fee with “interest on your money” (the shekel balance in the account is fluid and accrues interest daily).
Psagot Trade clients receive the latest economic review from the research department of Israel's largest investment house, which will assist you in managing your investments professionally. Psagot’s autonomous trading system allows you to be confident that financial assets and securities are deposited in the TASE Clearance House and registered in your name in the books of Psagot Securities.

For further details please dial *6707