קרנות פנסיה
כלל פנסיה משלימה משולב סחיר
Returns, performance and investment exposure
Fund / track number 14231 · Data as of 08/2026
Cumulative return · 12 months19.33%Back to comparison
Last month-0.30%
Year to date8.08%
3 years70.66%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.31% | 1.31% |
| 10/2024 | 2.86% | 4.21% |
| 11/2024 | 3.48% | 7.83% |
| 12/2024 | 3.42% | 11.52% |
| 01/2025 | 1.72% | 13.44% |
| 02/2025 | 1.39% | 15.02% |
| 03/2025 | -2.45% | 12.20% |
| 04/2025 | 3.43% | 16.05% |
| 05/2025 | 3.70% | 20.34% |
| 06/2025 | 7.06% | 28.84% |
| 07/2025 | 0.69% | 29.73% |
| 08/2025 | 1.13% | 31.19% |
| 09/2025 | 2.56% | 34.55% |
| 10/2025 | 1.97% | 37.20% |
| 11/2025 | 2.83% | 41.08% |
| 12/2025 | 2.67% | 44.85% |
| 01/2026 | 4.83% | 51.85% |
| 02/2026 | 1.63% | 54.32% |
| 03/2026 | -1.30% | 52.32% |
| 04/2026 | 5.07% | 60.04% |
| 05/2026 | 2.37% | 63.83% |
| 06/2026 | -4.00% | 57.28% |
| 07/2026 | -0.16% | 57.03% |
| 08/2026 | -0.30% | 56.56% |
Calendar-year returns
202419.35%
202529.89%
Investment exposure
- Equity exposure
- 53.07%
- Overseas exposure
- 3.80%
- Foreign currency exposure
- 4.76%
— 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.