קרנות פנסיה
הפניקס פנסיה מקיפה מניות סחיר
Returns, performance and investment exposure
Fund / track number 15218 · Data as of 08/2026
Cumulative return · 12 months20.79%Back to comparison
Last month-0.08%
Year to date7.41%
3 years—
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.13% | 2.13% |
| 10/2024 | 3.56% | 5.77% |
| 11/2024 | 4.26% | 10.27% |
| 12/2024 | 4.09% | 14.78% |
| 01/2025 | 2.18% | 17.28% |
| 02/2025 | 1.22% | 18.71% |
| 03/2025 | -2.92% | 15.25% |
| 04/2025 | 3.60% | 19.40% |
| 05/2025 | 4.90% | 25.25% |
| 06/2025 | 8.00% | 35.27% |
| 07/2025 | 1.48% | 37.27% |
| 08/2025 | 1.32% | 39.08% |
| 09/2025 | 3.16% | 43.48% |
| 10/2025 | 2.42% | 46.95% |
| 11/2025 | 3.02% | 51.39% |
| 12/2025 | 3.31% | 56.40% |
| 01/2026 | 5.90% | 65.62% |
| 02/2026 | 0.33% | 66.17% |
| 03/2026 | -2.15% | 62.60% |
| 04/2026 | 6.31% | 72.86% |
| 05/2026 | 1.54% | 75.52% |
| 06/2026 | -5.60% | 65.69% |
| 07/2026 | 1.47% | 68.13% |
| 08/2026 | -0.08% | 67.99% |
Calendar-year returns
2024—
202536.26%
Investment exposure
- Equity exposure
- 72.47%
- Overseas exposure
- 12.76%
- Foreign currency exposure
- 15.94%
— 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.