קרנות פנסיה
מסלול בסיסי למקבלי קצבה
Returns, performance and investment exposure
Fund / track number 14050 · Data as of 08/2026
Cumulative return · 12 months11.76%Back to comparison
Last month1.22%
Year to date6.67%
3 years—
5 years—
Performance over time
Monthly compounded returns over the last 12 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2025 | 1.47% | 1.47% |
| 10/2025 | 1.94% | 3.44% |
| 11/2025 | 0.33% | 3.78% |
| 12/2025 | 0.95% | 4.77% |
| 01/2026 | 2.04% | 6.90% |
| 02/2026 | 0.41% | 7.34% |
| 03/2026 | -1.61% | 5.61% |
| 04/2026 | 3.24% | 9.04% |
| 05/2026 | 2.26% | 11.50% |
| 06/2026 | -0.67% | 10.75% |
| 07/2026 | -0.31% | 10.41% |
| 08/2026 | 1.22% | 11.76% |
Calendar-year returns
2024—
2025—
Investment exposure
- Equity exposure
- 26.24%
- Overseas exposure
- 8.51%
- Foreign currency exposure
- 4.26%
— 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.