קרנות פנסיה
כלל פנסיה משלימה מניות
Returns, performance and investment exposure
Fund / track number 13698 · Data as of 08/2026
Cumulative return · 12 months25.48%Back to comparison
Last month0.96%
Year to date13.21%
3 years77.67%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.16% | 2.16% |
| 10/2024 | 0.63% | 2.80% |
| 11/2024 | 3.65% | 6.56% |
| 12/2024 | 0.36% | 6.94% |
| 01/2025 | 2.98% | 10.13% |
| 02/2025 | -0.33% | 9.76% |
| 03/2025 | -3.90% | 5.48% |
| 04/2025 | 0.97% | 6.51% |
| 05/2025 | 5.45% | 12.31% |
| 06/2025 | 6.12% | 19.18% |
| 07/2025 | 1.62% | 21.11% |
| 08/2025 | 1.24% | 22.62% |
| 09/2025 | 3.92% | 27.42% |
| 10/2025 | 2.69% | 30.85% |
| 11/2025 | 1.78% | 33.18% |
| 12/2025 | 2.05% | 35.91% |
| 01/2026 | 5.05% | 42.77% |
| 02/2026 | 1.92% | 45.51% |
| 03/2026 | -4.95% | 38.31% |
| 04/2026 | 8.59% | 50.19% |
| 05/2026 | 4.41% | 56.82% |
| 06/2026 | -2.31% | 53.19% |
| 07/2026 | -0.52% | 52.40% |
| 08/2026 | 0.96% | 53.86% |
Calendar-year returns
202420.65%
202527.09%
Investment exposure
- Equity exposure
- 101.11%
- Overseas exposure
- 69.76%
- Foreign currency exposure
- 25.34%
— 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.