קופת גמל להשקעה - חסכון לילד

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

Returns, performance and investment exposure

Fund / track number 11367 · Data as of 08/2026

Cumulative return · 12 months18.62%Back to comparison
Last month2.03%
Year to date10.29%
3 years69.68%
5 years76.66%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20243.24%3.24%
10/20240.20%3.45%
11/20244.02%7.61%
12/20240.18%7.80%
01/20253.06%11.10%
02/2025-1.60%9.32%
03/2025-2.96%6.08%
04/2025-0.04%6.04%
05/20255.17%11.52%
06/20255.15%17.27%
07/20252.09%19.72%
08/20250.99%20.90%
09/20253.44%25.06%
10/20252.04%27.61%
11/20250.86%28.71%
12/20251.03%30.04%
01/20263.32%34.35%
02/20260.34%34.81%
03/2026-4.06%29.34%
04/20268.80%40.72%
05/20264.04%46.40%
06/2026-2.52%42.72%
07/2026-1.51%40.56%
08/20262.03%43.41%

Calendar-year returns

202423.33%
202520.63%

Investment exposure

Equity exposure
99.53%
Overseas exposure
63.63%
Foreign currency exposure
27.62%

— 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.