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מחוג חיסכון פלוס מניות
Returns, performance and investment exposure
Fund / track number 15444 · Data as of 08/2026
Cumulative return · 12 months17.35%Back to comparison
Last month2.04%
Year to date8.40%
3 years—
5 years—
Performance over time
Monthly compounded returns over the last 12 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2025 | 2.77% | 2.77% |
| 10/2025 | 2.91% | 5.76% |
| 11/2025 | 0.85% | 6.66% |
| 12/2025 | 1.50% | 8.26% |
| 01/2026 | 3.04% | 11.55% |
| 02/2026 | 0.81% | 12.45% |
| 03/2026 | -4.78% | 7.08% |
| 04/2026 | 7.64% | 15.26% |
| 05/2026 | 2.84% | 18.53% |
| 06/2026 | -2.94% | 15.05% |
| 07/2026 | -0.04% | 15.00% |
| 08/2026 | 2.04% | 17.35% |
Calendar-year returns
2024—
2025—
Investment exposure
- Equity exposure
- 97.63%
- Overseas exposure
- 65.65%
- Foreign currency exposure
- 29.01%
— 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.