קופת גמל להשקעה - חסכון לילד
אנליסט מסלולית - קופת גמל להשקעה לחיסכון ארוך טווח לילד - מסלול לחוסכים המעדיפים סיכון בינוני
Returns, performance and investment exposure
Fund / track number 11366 · Data as of 08/2026
Cumulative return · 12 months10.81%Back to comparison
Last month0.69%
Year to date5.82%
3 years42.97%
5 years49.10%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 2.08% | 2.08% |
| 10/2024 | 0.67% | 2.76% |
| 11/2024 | 2.54% | 5.37% |
| 12/2024 | 1.04% | 6.47% |
| 01/2025 | 1.78% | 8.37% |
| 02/2025 | -0.12% | 8.24% |
| 03/2025 | -1.42% | 6.70% |
| 04/2025 | 0.99% | 7.75% |
| 05/2025 | 2.34% | 10.28% |
| 06/2025 | 4.09% | 14.79% |
| 07/2025 | 1.16% | 16.12% |
| 08/2025 | 0.83% | 17.08% |
| 09/2025 | 1.96% | 19.38% |
| 10/2025 | 1.39% | 21.04% |
| 11/2025 | 0.59% | 21.75% |
| 12/2025 | 0.70% | 22.60% |
| 01/2026 | 1.78% | 24.78% |
| 02/2026 | 0.33% | 25.20% |
| 03/2026 | -1.77% | 22.98% |
| 04/2026 | 4.07% | 27.99% |
| 05/2026 | 2.29% | 30.92% |
| 06/2026 | -1.33% | 29.18% |
| 07/2026 | -0.25% | 28.85% |
| 08/2026 | 0.69% | 29.74% |
Calendar-year returns
202414.86%
202515.15%
Investment exposure
- Equity exposure
- 52.89%
- Overseas exposure
- 31.17%
- Foreign currency exposure
- 20.91%
— 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.