קרנות פנסיה
כלל פנסיה משלימה לבני 60 ומעלה
Returns, performance and investment exposure
Fund / track number 9635 · Data as of 08/2026
Cumulative return · 12 months11.40%Back to comparison
Last month0.92%
Year to date6.52%
3 years32.24%
5 years31.14%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.04% | 1.04% |
| 10/2024 | 0.39% | 1.43% |
| 11/2024 | 1.66% | 3.12% |
| 12/2024 | 0.62% | 3.76% |
| 01/2025 | 0.88% | 4.67% |
| 02/2025 | 0.66% | 5.36% |
| 03/2025 | -1.17% | 4.13% |
| 04/2025 | 0.69% | 4.85% |
| 05/2025 | 1.27% | 6.18% |
| 06/2025 | 2.87% | 9.23% |
| 07/2025 | 0.55% | 9.83% |
| 08/2025 | 0.93% | 10.85% |
| 09/2025 | 1.63% | 12.65% |
| 10/2025 | 1.29% | 14.11% |
| 11/2025 | 0.84% | 15.07% |
| 12/2025 | 0.75% | 15.93% |
| 01/2026 | 1.68% | 17.88% |
| 02/2026 | 0.61% | 18.60% |
| 03/2026 | -1.60% | 16.70% |
| 04/2026 | 2.94% | 20.13% |
| 05/2026 | 2.01% | 22.54% |
| 06/2026 | -0.01% | 22.53% |
| 07/2026 | -0.14% | 22.36% |
| 08/2026 | 0.92% | 23.49% |
Calendar-year returns
20249.31%
202511.73%
Investment exposure
- Equity exposure
- 30.89%
- Overseas exposure
- 33.19%
- Foreign currency exposure
- 14.20%
— 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.