קרנות השתלמות
מיטב השתלמות סחיר - אג"ח עם מניות (עד 25% מניות)
Returns, performance and investment exposure
Fund / track number 15354 · Data as of 08/2026
Cumulative return · 12 months10.66%Back to comparison
Last month0.85%
Year to date5.05%
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 | 1.30% | 1.30% |
| 10/2024 | -0.19% | 1.11% |
| 11/2024 | 1.48% | 2.60% |
| 12/2024 | 0.41% | 3.02% |
| 01/2025 | 0.59% | 3.63% |
| 02/2025 | 0.16% | 3.80% |
| 03/2025 | -1.24% | 2.51% |
| 04/2025 | 0.51% | 3.03% |
| 05/2025 | 1.19% | 4.26% |
| 06/2025 | 4.12% | 8.56% |
| 07/2025 | 0.96% | 9.60% |
| 08/2025 | 0.96% | 10.65% |
| 09/2025 | 1.57% | 12.39% |
| 10/2025 | 1.31% | 13.86% |
| 11/2025 | 1.14% | 15.16% |
| 12/2025 | 1.22% | 16.56% |
| 01/2026 | 2.13% | 19.05% |
| 02/2026 | 0.69% | 19.87% |
| 03/2026 | -1.02% | 18.64% |
| 04/2026 | 2.50% | 21.61% |
| 05/2026 | 1.41% | 23.32% |
| 06/2026 | -1.65% | 21.29% |
| 07/2026 | 0.10% | 21.41% |
| 08/2026 | 0.85% | 22.44% |
Calendar-year returns
2024—
202513.14%
Investment exposure
- Equity exposure
- 20.56%
- Overseas exposure
- 3.93%
- Foreign currency exposure
- 4.80%
— 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.