קרנות השתלמות

מנורה מבטחים השתלמות מסלול מניות סחיר

Returns, performance and investment exposure

Fund / track number 1409 · Data as of 08/2026

Cumulative return · 12 months16.12%Back to comparison
Last month2.12%
Year to date9.55%
3 years46.84%
5 years57.31%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20243.54%3.54%
10/2024-1.54%1.95%
11/20241.58%3.56%
12/2024-1.64%1.86%
01/20252.65%4.56%
02/2025-2.99%1.43%
03/2025-0.65%0.77%
04/2025-1.41%-0.65%
05/20253.74%3.07%
06/20251.66%4.78%
07/20252.11%6.99%
08/20251.53%8.63%
09/20254.11%13.09%
10/20251.35%14.62%
11/20250.91%15.66%
12/2025-0.45%15.14%
01/20261.53%16.90%
02/20261.52%18.68%
03/2026-7.28%10.04%
04/20265.46%16.05%
05/20262.69%19.17%
06/20264.07%24.02%
07/2026-0.40%23.52%
08/20262.12%26.14%

Calendar-year returns

202416.94%
202513.04%

Investment exposure

Equity exposure
100.00%
Overseas exposure
104.79%
Foreign currency exposure
68.69%

— 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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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.