קרנות השתלמות
מנורה מבטחים השתלמות עוקב מדדים - אג"ח עם מניות (עד 25% מניות)
Returns, performance and investment exposure
Fund / track number 11409 · Data as of 08/2026
Cumulative return · 12 months6.76%Back to comparison
Last month0.69%
Year to date3.23%
3 years23.01%
5 years18.46%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.97% | 0.97% |
| 10/2024 | 0.32% | 1.29% |
| 11/2024 | 1.16% | 2.47% |
| 12/2024 | 0.64% | 3.12% |
| 01/2025 | 0.69% | 3.84% |
| 02/2025 | 0.98% | 4.85% |
| 03/2025 | -0.89% | 3.92% |
| 04/2025 | 0.75% | 4.70% |
| 05/2025 | 0.94% | 5.68% |
| 06/2025 | 2.46% | 8.28% |
| 07/2025 | 0.60% | 8.93% |
| 08/2025 | 0.61% | 9.60% |
| 09/2025 | 0.92% | 10.61% |
| 10/2025 | 1.14% | 11.87% |
| 11/2025 | 0.57% | 12.50% |
| 12/2025 | 0.74% | 13.34% |
| 01/2026 | 1.21% | 14.71% |
| 02/2026 | 0.17% | 14.90% |
| 03/2026 | -1.27% | 13.44% |
| 04/2026 | 1.91% | 15.61% |
| 05/2026 | 0.59% | 16.29% |
| 06/2026 | -0.11% | 16.16% |
| 07/2026 | 0.03% | 16.20% |
| 08/2026 | 0.69% | 17.00% |
Calendar-year returns
20246.94%
20259.90%
Investment exposure
- Equity exposure
- 23.12%
- Overseas exposure
- 16.21%
- Foreign currency exposure
- 13.72%
— means complete data is unavailable. Missing data is not treated as a zero return.
The chart compounds monthly returns. Three- and five-year returns are cumulative. 2024 and 2025 each cover a full calendar year.
Source: Capital Market, Insurance and Savings Authority reports held in the Gemelnet database.
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Free initial review ←Returns are nominal and gross. Past performance does not guarantee future returns. This information does not replace personal advice. Gemelnet is a private website, not the government service.