קרנות פנסיה
כלל פנסיה מסלול בסיסי למקבלי קצבה
Returns, performance and investment exposure
Fund / track number 12177 · Data as of 08/2026
Cumulative return · 12 months9.40%Back to comparison
Last month1.08%
Year to date6.13%
3 years29.52%
5 years47.30%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.47% | 1.47% |
| 10/2024 | 0.26% | 1.73% |
| 11/2024 | 1.12% | 2.87% |
| 12/2024 | 0.12% | 3.00% |
| 01/2025 | 0.39% | 3.40% |
| 02/2025 | 0.77% | 4.19% |
| 03/2025 | 0.16% | 4.36% |
| 04/2025 | 0.73% | 5.12% |
| 05/2025 | 1.48% | 6.68% |
| 06/2025 | 1.10% | 7.85% |
| 07/2025 | 0.69% | 8.60% |
| 08/2025 | 0.84% | 9.51% |
| 09/2025 | 1.31% | 10.94% |
| 10/2025 | 0.27% | 11.24% |
| 11/2025 | 1.11% | 12.48% |
| 12/2025 | 0.36% | 12.88% |
| 01/2026 | 1.06% | 14.08% |
| 02/2026 | 0.51% | 14.66% |
| 03/2026 | -0.45% | 14.15% |
| 04/2026 | 1.87% | 16.28% |
| 05/2026 | 1.66% | 18.21% |
| 06/2026 | 0.01% | 18.22% |
| 07/2026 | 0.25% | 18.52% |
| 08/2026 | 1.08% | 19.80% |
Calendar-year returns
20249.66%
20259.60%
Investment exposure
- Equity exposure
- 18.58%
- Overseas exposure
- 25.01%
- Foreign currency exposure
- 10.18%
— 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.