קופת גמל להשקעה
הפניקס גמל להשקעה משולב סחיר
Returns, performance and investment exposure
Fund / track number 15214 · Data as of 08/2026
Cumulative return · 12 months12.91%Back to comparison
Last month1.38%
Year to date6.70%
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 | 1.68% | 1.68% |
| 10/2024 | 0.54% | 2.23% |
| 11/2024 | 2.33% | 4.61% |
| 12/2024 | 0.89% | 5.54% |
| 01/2025 | 1.64% | 7.27% |
| 02/2025 | -0.01% | 7.26% |
| 03/2025 | -1.63% | 5.51% |
| 04/2025 | 1.11% | 6.69% |
| 05/2025 | 2.57% | 9.43% |
| 06/2025 | 3.72% | 13.50% |
| 07/2025 | 1.16% | 14.81% |
| 08/2025 | 0.96% | 15.92% |
| 09/2025 | 2.20% | 18.47% |
| 10/2025 | 1.52% | 20.27% |
| 11/2025 | 0.95% | 21.41% |
| 12/2025 | 1.03% | 22.66% |
| 01/2026 | 2.53% | 25.76% |
| 02/2026 | 0.45% | 26.33% |
| 03/2026 | -3.14% | 22.36% |
| 04/2026 | 4.52% | 27.89% |
| 05/2026 | 2.12% | 30.60% |
| 06/2026 | -0.73% | 29.65% |
| 07/2026 | -0.43% | 29.09% |
| 08/2026 | 1.38% | 30.88% |
Calendar-year returns
2024—
202516.22%
Investment exposure
- Equity exposure
- 52.04%
- Overseas exposure
- 49.27%
- Foreign currency exposure
- 18.59%
— 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.