קרנות פנסיה
הפניקס פנסיה מקיפה משולב סחיר
Returns, performance and investment exposure
Fund / track number 14285 · Data as of 08/2026
Cumulative return · 12 months12.67%Back to comparison
Last month1.06%
Year to date7.05%
3 years43.53%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.74% | 1.74% |
| 10/2024 | 0.31% | 2.06% |
| 11/2024 | 2.50% | 4.61% |
| 12/2024 | 0.44% | 5.07% |
| 01/2025 | 1.52% | 6.66% |
| 02/2025 | 0.36% | 7.05% |
| 03/2025 | -2.00% | 4.91% |
| 04/2025 | 0.87% | 5.82% |
| 05/2025 | 2.85% | 8.84% |
| 06/2025 | 2.98% | 12.08% |
| 07/2025 | 1.23% | 13.46% |
| 08/2025 | 0.95% | 14.54% |
| 09/2025 | 2.21% | 17.07% |
| 10/2025 | 1.26% | 18.54% |
| 11/2025 | 0.94% | 19.66% |
| 12/2025 | 0.74% | 20.54% |
| 01/2026 | 2.07% | 23.04% |
| 02/2026 | 0.55% | 23.71% |
| 03/2026 | -2.91% | 20.11% |
| 04/2026 | 4.43% | 25.43% |
| 05/2026 | 2.31% | 28.33% |
| 06/2026 | -0.44% | 27.77% |
| 07/2026 | -0.06% | 27.69% |
| 08/2026 | 1.06% | 29.04% |
Calendar-year returns
202414.25%
202514.73%
Investment exposure
- Equity exposure
- 49.71%
- Overseas exposure
- 41.47%
- Foreign currency exposure
- 15.48%
— 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.