קרנות פנסיה
הפניקס פנסיה משלימה משולב סחיר
Returns, performance and investment exposure
Fund / track number 14288 · Data as of 08/2026
Cumulative return · 12 months11.76%Back to comparison
Last month0.88%
Year to date6.13%
3 years38.93%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.39% | 1.39% |
| 10/2024 | 0.47% | 1.87% |
| 11/2024 | 2.47% | 4.38% |
| 12/2024 | 0.69% | 5.10% |
| 01/2025 | 1.44% | 6.62% |
| 02/2025 | 0.49% | 7.14% |
| 03/2025 | -1.91% | 5.09% |
| 04/2025 | 0.99% | 6.13% |
| 05/2025 | 2.03% | 8.29% |
| 06/2025 | 3.59% | 12.17% |
| 07/2025 | 1.03% | 13.33% |
| 08/2025 | 0.93% | 14.38% |
| 09/2025 | 2.00% | 16.67% |
| 10/2025 | 1.45% | 18.36% |
| 11/2025 | 0.87% | 19.39% |
| 12/2025 | 0.89% | 20.46% |
| 01/2026 | 2.15% | 23.05% |
| 02/2026 | 0.52% | 23.69% |
| 03/2026 | -3.01% | 19.96% |
| 04/2026 | 4.19% | 24.99% |
| 05/2026 | 2.12% | 27.64% |
| 06/2026 | -0.63% | 26.83% |
| 07/2026 | -0.09% | 26.72% |
| 08/2026 | 0.88% | 27.84% |
Calendar-year returns
202412.23%
202514.61%
Investment exposure
- Equity exposure
- 47.03%
- Overseas exposure
- 46.53%
- Foreign currency exposure
- 16.71%
— 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.