קרנות פנסיה
כלל פנסיה מניות
Returns, performance and investment exposure
Fund / track number 9647 · Data as of 08/2026
Cumulative return · 12 months20.13%Back to comparison
Last month0.82%
Year to date10.80%
3 years60.43%
5 years68.47%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.11% | 2.11% |
| 10/2024 | 0.51% | 2.63% |
| 11/2024 | 2.74% | 5.44% |
| 12/2024 | 0.42% | 5.89% |
| 01/2025 | 2.06% | 8.07% |
| 02/2025 | 0.12% | 8.20% |
| 03/2025 | -2.35% | 5.65% |
| 04/2025 | 0.81% | 6.51% |
| 05/2025 | 3.97% | 10.74% |
| 06/2025 | 4.12% | 15.30% |
| 07/2025 | 1.44% | 16.96% |
| 08/2025 | 1.06% | 18.20% |
| 09/2025 | 3.18% | 21.96% |
| 10/2025 | 1.87% | 24.24% |
| 11/2025 | 1.65% | 26.29% |
| 12/2025 | 1.48% | 28.16% |
| 01/2026 | 3.70% | 32.90% |
| 02/2026 | 1.52% | 34.92% |
| 03/2026 | -3.35% | 30.40% |
| 04/2026 | 6.01% | 38.24% |
| 05/2026 | 3.38% | 42.91% |
| 06/2026 | -1.35% | 40.98% |
| 07/2026 | -0.10% | 40.84% |
| 08/2026 | 0.82% | 42.00% |
Calendar-year returns
202417.24%
202521.04%
Investment exposure
- Equity exposure
- 73.44%
- Overseas exposure
- 50.63%
- Foreign currency exposure
- 24.43%
— 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.