קופת גמל להשקעה - חסכון לילד
הפניקס חיסכון לילד - חוסכים המעדיפים סיכון מועט
Returns, performance and investment exposure
Fund / track number 11310 · Data as of 08/2026
Cumulative return · 12 months4.51%Back to comparison
Last month0.49%
Year to date2.88%
3 years16.21%
5 years14.72%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.68% | 0.68% |
| 10/2024 | 0.35% | 1.03% |
| 11/2024 | 0.97% | 2.01% |
| 12/2024 | 0.61% | 2.63% |
| 01/2025 | 0.35% | 2.99% |
| 02/2025 | 0.66% | 3.67% |
| 03/2025 | 0.09% | 3.77% |
| 04/2025 | 0.65% | 4.44% |
| 05/2025 | -0.32% | 4.11% |
| 06/2025 | 1.25% | 5.41% |
| 07/2025 | 0.35% | 5.78% |
| 08/2025 | 0.64% | 6.45% |
| 09/2025 | 0.55% | 7.04% |
| 10/2025 | 0.61% | 7.69% |
| 11/2025 | 0.34% | 8.06% |
| 12/2025 | 0.08% | 8.15% |
| 01/2026 | 0.33% | 8.50% |
| 02/2026 | 0.22% | 8.74% |
| 03/2026 | -1.43% | 7.19% |
| 04/2026 | 1.58% | 8.88% |
| 05/2026 | 1.30% | 10.30% |
| 06/2026 | 0.44% | 10.78% |
| 07/2026 | -0.06% | 10.71% |
| 08/2026 | 0.49% | 11.26% |
Calendar-year returns
20245.95%
20255.37%
Investment exposure
- Equity exposure
- 15.43%
- Overseas exposure
- 32.97%
- Foreign currency exposure
- 12.72%
— 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.