קרנות השתלמות
הפניקס השתלמות משולב סחיר
Returns, performance and investment exposure
Fund / track number 15211 · Data as of 08/2026
Cumulative return · 12 months12.88%Back to comparison
Last month1.38%
Year to date6.65%
3 years—
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.69% | 1.69% |
| 10/2024 | 0.57% | 2.27% |
| 11/2024 | 2.39% | 4.71% |
| 12/2024 | 0.99% | 5.75% |
| 01/2025 | 1.71% | 7.56% |
| 02/2025 | 0.01% | 7.57% |
| 03/2025 | -1.79% | 5.64% |
| 04/2025 | 0.93% | 6.63% |
| 05/2025 | 2.49% | 9.28% |
| 06/2025 | 3.76% | 13.39% |
| 07/2025 | 1.15% | 14.69% |
| 08/2025 | 0.95% | 15.78% |
| 09/2025 | 2.18% | 18.31% |
| 10/2025 | 1.51% | 20.09% |
| 11/2025 | 0.96% | 21.25% |
| 12/2025 | 1.07% | 22.55% |
| 01/2026 | 2.58% | 25.71% |
| 02/2026 | 0.44% | 26.26% |
| 03/2026 | -3.14% | 22.30% |
| 04/2026 | 4.51% | 27.81% |
| 05/2026 | 2.10% | 30.49% |
| 06/2026 | -0.80% | 29.45% |
| 07/2026 | -0.41% | 28.92% |
| 08/2026 | 1.38% | 30.70% |
Calendar-year returns
2024—
202515.88%
Investment exposure
- Equity exposure
- 51.96%
- Overseas exposure
- 48.94%
- Foreign currency exposure
- 18.42%
— 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.