קרנות השתלמות
כלל השתלמות אשראי ואג"ח עם מניות(עד 25% מניות)
Returns, performance and investment exposure
Fund / track number 12599 · Data as of 08/2026
Cumulative return · 12 months9.05%Back to comparison
Last month0.85%
Year to date4.99%
3 years27.41%
5 years24.60%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.09% | 1.09% |
| 10/2024 | 0.35% | 1.44% |
| 11/2024 | 1.29% | 2.75% |
| 12/2024 | 0.71% | 3.48% |
| 01/2025 | 0.71% | 4.22% |
| 02/2025 | 0.49% | 4.73% |
| 03/2025 | -0.56% | 4.14% |
| 04/2025 | 0.56% | 4.72% |
| 05/2025 | 0.82% | 5.58% |
| 06/2025 | 2.44% | 8.16% |
| 07/2025 | 0.45% | 8.65% |
| 08/2025 | 0.82% | 9.54% |
| 09/2025 | 1.34% | 11.00% |
| 10/2025 | 1.00% | 12.11% |
| 11/2025 | 0.84% | 13.06% |
| 12/2025 | 0.63% | 13.77% |
| 01/2026 | 1.21% | 15.15% |
| 02/2026 | 0.38% | 15.58% |
| 03/2026 | -1.04% | 14.38% |
| 04/2026 | 1.91% | 16.57% |
| 05/2026 | 1.51% | 18.33% |
| 06/2026 | 0.37% | 18.76% |
| 07/2026 | -0.27% | 18.44% |
| 08/2026 | 0.85% | 19.45% |
Calendar-year returns
20248.44%
20259.94%
Investment exposure
- Equity exposure
- 20.63%
- Overseas exposure
- 34.33%
- Foreign currency exposure
- 13.93%
— 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.