קרנות השתלמות
מגדל השתלמות אשראי ואג"ח עם מניות (עד 25% מניות)
Returns, performance and investment exposure
Fund / track number 15340 · Data as of 08/2026
Cumulative return · 12 months8.58%Back to comparison
Last month0.70%
Year to date4.60%
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 | 1.18% | 1.18% |
| 10/2024 | 0.19% | 1.37% |
| 11/2024 | 1.43% | 2.82% |
| 12/2024 | 0.80% | 3.64% |
| 01/2025 | 0.82% | 4.49% |
| 02/2025 | 0.29% | 4.80% |
| 03/2025 | -0.69% | 4.07% |
| 04/2025 | 0.95% | 5.06% |
| 05/2025 | 1.12% | 6.24% |
| 06/2025 | 2.53% | 8.93% |
| 07/2025 | 0.53% | 9.50% |
| 08/2025 | 0.87% | 10.46% |
| 09/2025 | 1.32% | 11.92% |
| 10/2025 | 1.15% | 13.20% |
| 11/2025 | 0.69% | 13.98% |
| 12/2025 | 0.59% | 14.66% |
| 01/2026 | 1.35% | 16.20% |
| 02/2026 | 0.36% | 16.62% |
| 03/2026 | -1.49% | 14.88% |
| 04/2026 | 2.36% | 17.60% |
| 05/2026 | 1.56% | 19.43% |
| 06/2026 | -0.08% | 19.34% |
| 07/2026 | -0.20% | 19.10% |
| 08/2026 | 0.70% | 19.93% |
Calendar-year returns
2024—
202510.62%
Investment exposure
- Equity exposure
- 24.30%
- Overseas exposure
- 25.77%
- Foreign currency exposure
- 12.49%
— 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.