קרנות פנסיה
הראל פנסיה כללית - בסיסי למקבלי קצבה
Returns, performance and investment exposure
Fund / track number 12140 · Data as of 08/2026
Cumulative return · 12 months10.48%Back to comparison
Last month0.68%
Year to date5.00%
3 years34.20%
5 years33.96%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.53% | 1.53% |
| 10/2024 | 0.18% | 1.71% |
| 11/2024 | 2.01% | 3.76% |
| 12/2024 | 0.52% | 4.30% |
| 01/2025 | 1.24% | 5.59% |
| 02/2025 | 0.12% | 5.72% |
| 03/2025 | -0.78% | 4.89% |
| 04/2025 | 0.77% | 5.70% |
| 05/2025 | 1.25% | 7.02% |
| 06/2025 | 2.63% | 9.84% |
| 07/2025 | 0.66% | 10.56% |
| 08/2025 | 0.88% | 11.53% |
| 09/2025 | 1.75% | 13.49% |
| 10/2025 | 1.67% | 15.38% |
| 11/2025 | 0.97% | 16.50% |
| 12/2025 | 0.73% | 17.35% |
| 01/2026 | 1.70% | 19.35% |
| 02/2026 | 0.59% | 20.05% |
| 03/2026 | -2.21% | 17.40% |
| 04/2026 | 3.22% | 21.18% |
| 05/2026 | 1.92% | 23.50% |
| 06/2026 | 0.07% | 23.59% |
| 07/2026 | -0.97% | 22.39% |
| 08/2026 | 0.68% | 23.22% |
Calendar-year returns
202411.95%
202512.52%
Investment exposure
- Equity exposure
- 26.46%
- Overseas exposure
- 28.42%
- Foreign currency exposure
- 11.48%
— 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.