קרנות השתלמות

הראל השתלמות מסלול סחיר- אג"ח עם מניות (עד 25% מניות)

Returns, performance and investment exposure

Fund / track number 15303 · Data as of 08/2026

Cumulative return · 12 months9.05%Back to comparison
Last month0.58%
Year to date4.58%
3 years—
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.22%1.22%
10/20240.23%1.45%
11/20241.57%3.05%
12/20240.60%3.66%
01/20250.89%4.59%
02/20250.43%5.04%
03/2025-0.83%4.16%
04/20250.94%5.14%
05/20251.10%6.30%
06/20252.59%9.05%
07/20250.47%9.57%
08/20251.01%10.67%
09/20251.61%12.45%
10/20251.38%14.01%
11/20250.71%14.82%
12/20250.51%15.40%
01/20261.42%17.04%
02/20260.61%17.75%
03/2026-1.79%15.65%
04/20262.68%18.75%
05/20261.59%20.63%
06/20260.29%20.98%
07/2026-0.82%19.99%
08/20260.58%20.69%

Calendar-year returns

2024—
202511.32%

Investment exposure

Equity exposure
23.52%
Overseas exposure
33.96%
Foreign currency exposure
10.50%

— 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.