קרנות פנסיה
כלל פנסיה משלימה בסיסי למקבלי קצבה
Returns, performance and investment exposure
Fund / track number 12251 · Data as of 08/2026
Cumulative return · 12 months12.60%Back to comparison
Last month0.84%
Year to date7.00%
3 years37.63%
5 years37.52%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.29% | 1.29% |
| 10/2024 | 0.46% | 1.76% |
| 11/2024 | 1.81% | 3.60% |
| 12/2024 | 0.71% | 4.33% |
| 01/2025 | 1.04% | 5.42% |
| 02/2025 | 0.63% | 6.08% |
| 03/2025 | -1.27% | 4.74% |
| 04/2025 | 0.80% | 5.57% |
| 05/2025 | 1.68% | 7.35% |
| 06/2025 | 3.28% | 10.87% |
| 07/2025 | 0.65% | 11.59% |
| 08/2025 | 0.92% | 12.61% |
| 09/2025 | 1.88% | 14.73% |
| 10/2025 | 1.31% | 16.24% |
| 11/2025 | 1.09% | 17.50% |
| 12/2025 | 0.86% | 18.51% |
| 01/2026 | 2.06% | 20.95% |
| 02/2026 | 0.77% | 21.89% |
| 03/2026 | -1.87% | 19.61% |
| 04/2026 | 3.19% | 23.42% |
| 05/2026 | 1.97% | 25.85% |
| 06/2026 | -0.04% | 25.80% |
| 07/2026 | -0.04% | 25.75% |
| 08/2026 | 0.84% | 26.81% |
Calendar-year returns
202411.38%
202513.59%
Investment exposure
- Equity exposure
- 33.50%
- Overseas exposure
- 33.79%
- Foreign currency exposure
- 18.54%
— 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.