קרנות פנסיה
הראל פנסיה כללית - גילאי 60 ומעלה
Returns, performance and investment exposure
Fund / track number 9856 · Data as of 08/2026
Cumulative return · 12 months9.60%Back to comparison
Last month0.82%
Year to date5.11%
3 years28.27%
5 years26.68%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.08% | 1.08% |
| 10/2024 | 0.20% | 1.28% |
| 11/2024 | 1.52% | 2.82% |
| 12/2024 | 0.47% | 3.30% |
| 01/2025 | 0.84% | 4.17% |
| 02/2025 | 0.31% | 4.50% |
| 03/2025 | -0.71% | 3.75% |
| 04/2025 | 0.81% | 4.59% |
| 05/2025 | 1.27% | 5.92% |
| 06/2025 | 2.37% | 8.43% |
| 07/2025 | 0.65% | 9.14% |
| 08/2025 | 0.96% | 10.19% |
| 09/2025 | 1.57% | 11.92% |
| 10/2025 | 1.34% | 13.41% |
| 11/2025 | 0.81% | 14.33% |
| 12/2025 | 0.49% | 14.89% |
| 01/2026 | 1.59% | 16.72% |
| 02/2026 | 0.60% | 17.42% |
| 03/2026 | -2.05% | 15.01% |
| 04/2026 | 3.16% | 18.65% |
| 05/2026 | 1.86% | 20.86% |
| 06/2026 | 0.05% | 20.92% |
| 07/2026 | -0.94% | 19.78% |
| 08/2026 | 0.82% | 20.76% |
Calendar-year returns
20248.41%
202511.22%
Investment exposure
- Equity exposure
- 30.83%
- Overseas exposure
- 38.40%
- Foreign currency exposure
- 13.82%
— 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.