קופת גמל להשקעה

אינפיניטי גמל להשקעה מניות

Returns, performance and investment exposure

Fund / track number 11407 · Data as of 08/2026

Cumulative return · 12 months18.96%Back to comparison
Last month2.15%
Year to date9.48%
3 years69.63%
5 years92.52%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20242.38%2.38%
10/20241.58%4.00%
11/20243.51%7.65%
12/20241.12%8.85%
01/20252.19%11.24%
02/2025-0.59%10.58%
03/2025-4.87%5.20%
04/20250.91%6.15%
05/20255.96%12.48%
06/20256.06%19.30%
07/20252.52%22.30%
08/20250.18%22.52%
09/20253.20%26.44%
10/20252.59%29.72%
11/20251.17%31.24%
12/20251.44%33.13%
01/20263.87%38.28%
02/20260.90%39.52%
03/2026-4.48%33.27%
04/20268.25%44.27%
05/20263.09%48.72%
06/2026-3.25%43.89%
07/2026-0.84%42.68%
08/20262.15%45.75%

Calendar-year returns

202423.94%
202522.30%

Investment exposure

Equity exposure
99.65%
Overseas exposure
61.07%
Foreign currency exposure
28.42%

— 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.