קרנות פנסיה
כלל פנסיה לבני 60 ומעלה
Returns, performance and investment exposure
Fund / track number 9656 · Data as of 08/2026
Cumulative return · 12 months11.62%Back to comparison
Last month0.94%
Year to date6.87%
3 years33.97%
5 years43.01%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.32% | 1.32% |
| 10/2024 | 0.32% | 1.64% |
| 11/2024 | 1.56% | 3.23% |
| 12/2024 | 0.34% | 3.58% |
| 01/2025 | 0.76% | 4.37% |
| 02/2025 | 0.62% | 5.02% |
| 03/2025 | -0.69% | 4.29% |
| 04/2025 | 0.73% | 5.05% |
| 05/2025 | 1.71% | 6.85% |
| 06/2025 | 2.27% | 9.27% |
| 07/2025 | 0.73% | 10.07% |
| 08/2025 | 0.93% | 11.10% |
| 09/2025 | 1.66% | 12.94% |
| 10/2025 | 0.86% | 13.91% |
| 11/2025 | 1.03% | 15.08% |
| 12/2025 | 0.83% | 16.04% |
| 01/2026 | 1.67% | 17.98% |
| 02/2026 | 0.72% | 18.83% |
| 03/2026 | -1.27% | 17.32% |
| 04/2026 | 2.88% | 20.70% |
| 05/2026 | 1.97% | 23.07% |
| 06/2026 | -0.22% | 22.80% |
| 07/2026 | 0.04% | 22.85% |
| 08/2026 | 0.94% | 24.01% |
Calendar-year returns
202410.16%
202512.03%
Investment exposure
- Equity exposure
- 30.96%
- Overseas exposure
- 34.93%
- Foreign currency exposure
- 13.06%
— 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.