קופת גמל להשקעה - חסכון לילד
הפניקס חיסכון לילד - חוסכים המעדיפים סיכון בינוני
Returns, performance and investment exposure
Fund / track number 11312 · Data as of 08/2026
Cumulative return · 12 months12.04%Back to comparison
Last month1.17%
Year to date5.98%
3 years42.40%
5 years41.94%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.75% | 1.75% |
| 10/2024 | 0.52% | 2.28% |
| 11/2024 | 2.31% | 4.64% |
| 12/2024 | 1.02% | 5.71% |
| 01/2025 | 1.62% | 7.42% |
| 02/2025 | 0.02% | 7.44% |
| 03/2025 | -1.47% | 5.86% |
| 04/2025 | 0.95% | 6.87% |
| 05/2025 | 2.35% | 9.38% |
| 06/2025 | 3.55% | 13.26% |
| 07/2025 | 1.13% | 14.54% |
| 08/2025 | 0.89% | 15.56% |
| 09/2025 | 2.04% | 17.92% |
| 10/2025 | 1.45% | 19.63% |
| 11/2025 | 1.04% | 20.87% |
| 12/2025 | 1.07% | 22.17% |
| 01/2026 | 2.50% | 25.22% |
| 02/2026 | 0.44% | 25.77% |
| 03/2026 | -2.79% | 22.26% |
| 04/2026 | 4.11% | 27.29% |
| 05/2026 | 1.72% | 29.48% |
| 06/2026 | -1.04% | 28.13% |
| 07/2026 | -0.12% | 27.98% |
| 08/2026 | 1.17% | 29.48% |
Calendar-year returns
202414.15%
202515.57%
Investment exposure
- Equity exposure
- 48.71%
- Overseas exposure
- 50.85%
- Foreign currency exposure
- 20.03%
— 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.