קרנות השתלמות

מגדל השתלמות משולב סחיר

Returns, performance and investment exposure

Fund / track number 15448 · Data as of 08/2026

Cumulative return · 12 months13.78%Back to comparison
Last month1.24%
Year to date7.07%
3 years—
5 years—

Performance over time

Monthly compounded returns over the last 12 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20252.48%2.48%
10/20251.67%4.19%
11/20250.95%5.18%
12/20251.03%6.26%
01/20262.68%9.11%
02/20260.72%9.90%
03/2026-3.15%6.44%
04/20264.83%11.58%
05/20262.53%14.40%
06/2026-1.05%13.20%
07/2026-0.72%12.38%
08/20261.24%13.78%

Calendar-year returns

2024—
202515.72%

Investment exposure

Equity exposure
57.51%
Overseas exposure
41.36%
Foreign currency exposure
18.30%

— 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.