קרנות פנסיה
כלל פנסיה מסלול הלכה למקבלי קצבה
Returns, performance and investment exposure
Fund / track number 12176 · Data as of 08/2026
Cumulative return · 12 months8.50%Back to comparison
Last month0.58%
Year to date5.16%
3 years29.47%
5 years46.16%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.57% | 1.57% |
| 10/2024 | 0.19% | 1.76% |
| 11/2024 | 1.14% | 2.92% |
| 12/2024 | 0.09% | 3.02% |
| 01/2025 | 0.52% | 3.55% |
| 02/2025 | 0.75% | 4.33% |
| 03/2025 | -0.09% | 4.23% |
| 04/2025 | 0.79% | 5.06% |
| 05/2025 | 1.61% | 6.75% |
| 06/2025 | 1.18% | 8.01% |
| 07/2025 | 0.84% | 8.92% |
| 08/2025 | 0.69% | 9.67% |
| 09/2025 | 1.49% | 11.30% |
| 10/2025 | 0.27% | 11.60% |
| 11/2025 | 1.05% | 12.77% |
| 12/2025 | 0.33% | 13.15% |
| 01/2026 | 1.14% | 14.44% |
| 02/2026 | 0.40% | 14.89% |
| 03/2026 | -0.68% | 14.11% |
| 04/2026 | 1.77% | 16.13% |
| 05/2026 | 1.33% | 17.68% |
| 06/2026 | -0.12% | 17.54% |
| 07/2026 | 0.65% | 18.30% |
| 08/2026 | 0.58% | 18.99% |
Calendar-year returns
202410.18%
20259.83%
Investment exposure
- Equity exposure
- 22.08%
- Overseas exposure
- 17.02%
- Foreign currency exposure
- 13.46%
— 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.