קרנות פנסיה
הפניקס פנסיה משלימה - מסלול לבני 50 ומטה
Returns, performance and investment exposure
Fund / track number 7234 · Data as of 08/2026
Cumulative return · 12 months14.15%Back to comparison
Last month0.98%
Year to date7.11%
3 years48.22%
5 years49.40%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.87% | 1.87% |
| 10/2024 | 0.58% | 2.46% |
| 11/2024 | 2.81% | 5.34% |
| 12/2024 | 0.99% | 6.38% |
| 01/2025 | 1.38% | 7.85% |
| 02/2025 | 0.41% | 8.29% |
| 03/2025 | -1.89% | 6.25% |
| 04/2025 | 1.01% | 7.32% |
| 05/2025 | 2.56% | 10.07% |
| 06/2025 | 3.91% | 14.37% |
| 07/2025 | 1.30% | 15.86% |
| 08/2025 | 1.15% | 17.19% |
| 09/2025 | 2.18% | 19.74% |
| 10/2025 | 1.50% | 21.54% |
| 11/2025 | 1.37% | 23.21% |
| 12/2025 | 1.37% | 24.89% |
| 01/2026 | 2.55% | 28.08% |
| 02/2026 | 0.68% | 28.95% |
| 03/2026 | -3.03% | 25.04% |
| 04/2026 | 4.55% | 30.73% |
| 05/2026 | 2.01% | 33.36% |
| 06/2026 | -0.92% | 32.13% |
| 07/2026 | 0.26% | 32.48% |
| 08/2026 | 0.98% | 33.77% |
Calendar-year returns
202415.65%
202517.40%
Investment exposure
- Equity exposure
- 55.26%
- Overseas exposure
- 54.50%
- Foreign currency exposure
- 22.21%
— 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.