קרנות פנסיה

הראל פנסיה כללית משולב סחיר

Returns, performance and investment exposure

Fund / track number 14193 · Data as of 08/2026

Cumulative return · 12 months6.88%Back to comparison
Last month-0.19%
Year to date5.28%
3 years12.71%
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20243.07%3.07%
10/2024-1.26%1.77%
11/20240.12%1.89%
12/2024-1.17%0.70%
01/20250.66%1.37%
02/2025-1.30%0.05%
03/20252.13%2.18%
04/2025-1.66%0.48%
05/20250.21%0.69%
06/2025-0.71%-0.02%
07/20251.60%1.58%
08/20250.16%1.74%
09/20252.43%4.21%
10/20250.80%5.05%
11/20250.37%5.44%
12/2025-2.04%3.29%
01/2026-0.66%2.60%
02/20262.69%5.36%
03/2026-3.52%1.65%
04/20261.31%2.99%
05/2026-0.14%2.84%
06/20265.66%8.66%
07/20260.26%8.95%
08/2026-0.19%8.74%

Calendar-year returns

202412.17%
20252.57%

Investment exposure

Equity exposure
55.91%
Overseas exposure
110.48%
Foreign currency exposure
89.60%

— 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.

Guides to understanding the data

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.