קרנות פנסיה
כלל פנסיה כללי
Returns, performance and investment exposure
Fund / track number 2002 · Data as of 08/2026
Cumulative return · 12 months15.28%Back to comparison
Last month0.96%
Year to date8.53%
3 years45.39%
5 years55.71%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.66% | 1.66% |
| 10/2024 | 0.55% | 2.22% |
| 11/2024 | 2.03% | 4.29% |
| 12/2024 | 0.49% | 4.81% |
| 01/2025 | 1.19% | 6.05% |
| 02/2025 | 0.50% | 6.58% |
| 03/2025 | -1.16% | 5.35% |
| 04/2025 | 1.01% | 6.41% |
| 05/2025 | 2.80% | 9.39% |
| 06/2025 | 3.15% | 12.84% |
| 07/2025 | 1.00% | 13.96% |
| 08/2025 | 0.91% | 15.00% |
| 09/2025 | 2.21% | 17.54% |
| 10/2025 | 1.14% | 18.88% |
| 11/2025 | 1.56% | 20.74% |
| 12/2025 | 1.17% | 22.15% |
| 01/2026 | 2.60% | 25.33% |
| 02/2026 | 1.18% | 26.80% |
| 03/2026 | -2.09% | 24.15% |
| 04/2026 | 4.17% | 29.33% |
| 05/2026 | 2.28% | 32.28% |
| 06/2026 | -0.77% | 31.26% |
| 07/2026 | 0.04% | 31.31% |
| 08/2026 | 0.96% | 32.57% |
Calendar-year returns
202413.43%
202516.55%
Investment exposure
- Equity exposure
- 52.50%
- Overseas exposure
- 47.31%
- Foreign currency exposure
- 19.76%
— 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.