קרנות השתלמות

מנורה מבטחים השתלמות מסלול כללי

Returns, performance and investment exposure

Fund / track number 828 · Data as of 08/2026

Cumulative return · 12 months14.00%Back to comparison
Last month1.30%
Year to date6.94%
3 years40.69%
5 years44.47%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.63%1.63%
10/20240.33%1.97%
11/20241.79%3.79%
12/20240.88%4.70%
01/20251.48%6.25%
02/2025-0.37%5.86%
03/2025-1.08%4.72%
04/20251.04%5.81%
05/20252.39%8.33%
06/20253.28%11.89%
07/20250.92%12.92%
08/20251.17%14.24%
09/20252.43%17.01%
10/20251.44%18.70%
11/20251.42%20.39%
12/20251.16%21.78%
01/20262.26%24.53%
02/20260.85%25.59%
03/2026-2.58%22.35%
04/20263.84%27.05%
05/20262.18%29.82%
06/2026-0.63%29.00%
07/2026-0.34%28.56%
08/20261.30%30.24%

Calendar-year returns

202412.09%
202516.31%

Investment exposure

Equity exposure
51.50%
Overseas exposure
46.04%
Foreign currency exposure
17.96%

— 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.