קופת גמל להשקעה - חסכון לילד

אנליסט מסלולית - קופת גמל להשקעה לחיסכון ארוך טווח לילד - מסלול לחוסכים המעדיפים סיכון מועט

Returns, performance and investment exposure

Fund / track number 11365 · Data as of 08/2026

Cumulative return · 12 months9.34%Back to comparison
Last month0.48%
Year to date5.01%
3 years30.48%
5 years30.24%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.38%1.38%
10/20240.28%1.66%
11/20241.60%3.29%
12/20240.72%4.03%
01/20251.13%5.21%
02/20250.13%5.35%
03/2025-0.63%4.68%
04/20250.68%5.39%
05/20251.24%6.70%
06/20252.68%9.56%
07/20250.73%10.36%
08/20250.77%11.21%
09/20251.55%12.93%
10/20251.19%14.28%
11/20250.60%14.96%
12/20250.72%15.79%
01/20261.59%17.63%
02/20260.33%18.02%
03/2026-1.34%16.44%
04/20262.97%19.90%
05/20261.92%22.20%
06/2026-0.61%21.45%
07/2026-0.36%21.02%
08/20260.48%21.60%

Calendar-year returns

20249.70%
202511.30%

Investment exposure

Equity exposure
33.78%
Overseas exposure
23.51%
Foreign currency exposure
14.64%

— 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.