קרנות השתלמות

אינפיניטי השתלמות אשראי ואג"ח

Returns, performance and investment exposure

Fund / track number 1084 · Data as of 08/2026

Cumulative return · 12 months6.76%Back to comparison
Last month0.68%
Year to date4.05%
3 years22.06%
5 years22.15%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20240.80%0.80%
10/20240.46%1.26%
11/20241.18%2.46%
12/20240.72%3.20%
01/20250.43%3.64%
02/20250.26%3.91%
03/2025-0.59%3.30%
04/20250.84%4.16%
05/20250.66%4.85%
06/20251.76%6.70%
07/20250.31%7.03%
08/20250.53%7.60%
09/20250.90%8.56%
10/20251.15%9.81%
11/20250.23%10.06%
12/20250.30%10.39%
01/20260.72%11.19%
02/20260.11%11.31%
03/2026-0.83%10.39%
04/20261.87%12.45%
05/20261.52%14.16%
06/20260.61%14.86%
07/2026-0.67%14.09%
08/20260.68%14.86%

Calendar-year returns

20247.60%
20256.98%

Investment exposure

Equity exposure
10.21%
Overseas exposure
7.94%
Foreign currency exposure
4.74%

— 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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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.