תגמולים ואישית לפיצויים
הפניקס גמל מסלול משולב סחיר
Returns, performance and investment exposure
Fund / track number 14281 · Data as of 08/2026
Cumulative return · 12 months13.06%Back to comparison
Last month1.41%
Year to date6.74%
3 years43.73%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.74% | 1.74% |
| 10/2024 | 0.34% | 2.09% |
| 11/2024 | 2.45% | 4.59% |
| 12/2024 | 0.78% | 5.40% |
| 01/2025 | 1.68% | 7.17% |
| 02/2025 | -0.04% | 7.13% |
| 03/2025 | -1.79% | 5.21% |
| 04/2025 | 0.93% | 6.19% |
| 05/2025 | 2.51% | 8.86% |
| 06/2025 | 3.78% | 12.97% |
| 07/2025 | 1.14% | 14.26% |
| 08/2025 | 0.96% | 15.36% |
| 09/2025 | 2.18% | 17.87% |
| 10/2025 | 1.55% | 19.70% |
| 11/2025 | 0.97% | 20.86% |
| 12/2025 | 1.10% | 22.19% |
| 01/2026 | 2.65% | 25.43% |
| 02/2026 | 0.43% | 25.97% |
| 03/2026 | -3.17% | 21.97% |
| 04/2026 | 4.62% | 27.61% |
| 05/2026 | 2.13% | 30.33% |
| 06/2026 | -0.91% | 29.14% |
| 07/2026 | -0.41% | 28.61% |
| 08/2026 | 1.41% | 30.42% |
Calendar-year returns
202414.06%
202515.93%
Investment exposure
- Equity exposure
- 52.18%
- Overseas exposure
- 49.01%
- Foreign currency exposure
- 17.92%
— 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.