קרנות השתלמות
מנורה מבטחים השתלמות מסלול אשראי ואג"ח עם מניות (עד 25% מניות)
Returns, performance and investment exposure
Fund / track number 9662 · Data as of 08/2026
Cumulative return · 12 months5.04%Back to comparison
Last month0.55%
Year to date2.63%
3 years14.55%
5 years13.51%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.71% | 0.71% |
| 10/2024 | 0.24% | 0.95% |
| 11/2024 | 0.86% | 1.82% |
| 12/2024 | 0.76% | 2.59% |
| 01/2025 | 0.05% | 2.65% |
| 02/2025 | 0.65% | 3.31% |
| 03/2025 | 0.65% | 3.98% |
| 04/2025 | 0.62% | 4.63% |
| 05/2025 | -0.48% | 4.13% |
| 06/2025 | 1.01% | 5.18% |
| 07/2025 | -0.01% | 5.17% |
| 08/2025 | 0.60% | 5.80% |
| 09/2025 | 0.81% | 6.66% |
| 10/2025 | 0.56% | 7.25% |
| 11/2025 | 0.73% | 8.04% |
| 12/2025 | 0.23% | 8.28% |
| 01/2026 | -0.14% | 8.13% |
| 02/2026 | 0.44% | 8.61% |
| 03/2026 | -0.17% | 8.42% |
| 04/2026 | -0.12% | 8.29% |
| 05/2026 | 0.48% | 8.81% |
| 06/2026 | 1.35% | 10.28% |
| 07/2026 | 0.22% | 10.52% |
| 08/2026 | 0.55% | 11.13% |
Calendar-year returns
20245.29%
20255.55%
Investment exposure
- Equity exposure
- 0.18%
- Overseas exposure
- 28.94%
- Foreign currency exposure
- 15.32%
— 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.
Free initial review
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.