קופת גמל להשקעה

ילין לפידות קופת גמל להשקעה מסלול מניות

Returns, performance and investment exposure

Fund / track number 11394 · Data as of 08/2026

Cumulative return · 12 months18.52%Back to comparison
Last month1.91%
Year to date9.39%
3 years68.44%
5 years77.41%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20243.98%3.98%
10/2024-0.48%3.48%
11/20243.32%6.92%
12/20240.29%7.23%
01/20252.42%9.82%
02/2025-1.23%8.47%
03/2025-2.97%5.25%
04/20250.72%6.01%
05/20255.28%11.60%
06/20254.59%16.73%
07/20252.20%19.29%
08/20251.22%20.75%
09/20252.97%24.34%
10/20252.57%27.53%
11/20251.16%29.01%
12/20251.41%30.83%
01/20262.80%34.49%
02/20260.72%35.46%
03/2026-4.57%29.27%
04/20268.17%39.83%
05/20263.41%44.60%
06/2026-2.51%40.97%
07/2026-0.38%40.44%
08/20261.91%43.12%

Calendar-year returns

202421.99%
202522.01%

Investment exposure

Equity exposure
99.49%
Overseas exposure
69.29%
Foreign currency exposure
26.97%

— 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.