קרנות השתלמות
מנורה מבטחים השתלמות הלכה
Returns, performance and investment exposure
Fund / track number 13869 · Data as of 08/2026
Cumulative return · 12 months11.08%Back to comparison
Last month0.92%
Year to date5.79%
3 years29.87%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.34% | 1.34% |
| 10/2024 | 0.10% | 1.44% |
| 11/2024 | 2.50% | 3.98% |
| 12/2024 | 0.56% | 4.56% |
| 01/2025 | 1.29% | 5.91% |
| 02/2025 | 0.00% | 5.91% |
| 03/2025 | -1.32% | 4.51% |
| 04/2025 | 1.17% | 5.73% |
| 05/2025 | 1.27% | 7.08% |
| 06/2025 | 3.52% | 10.85% |
| 07/2025 | 0.44% | 11.33% |
| 08/2025 | 1.10% | 12.56% |
| 09/2025 | 2.11% | 14.93% |
| 10/2025 | 1.40% | 16.54% |
| 11/2025 | 0.78% | 17.45% |
| 12/2025 | 0.63% | 18.19% |
| 01/2026 | 2.17% | 20.76% |
| 02/2026 | 0.82% | 21.75% |
| 03/2026 | -2.67% | 18.49% |
| 04/2026 | 3.17% | 22.25% |
| 05/2026 | 1.89% | 24.56% |
| 06/2026 | -0.41% | 24.05% |
| 07/2026 | -0.13% | 23.89% |
| 08/2026 | 0.92% | 25.03% |
Calendar-year returns
20248.38%
202513.04%
Investment exposure
- Equity exposure
- 48.30%
- Overseas exposure
- 43.09%
- Foreign currency exposure
- 17.03%
— 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.