קרנות השתלמות
אינפיניטי השתלמות אשראי ואג"ח עם מניות (עד 25% מניות)
Returns, performance and investment exposure
Fund / track number 11957 · Data as of 08/2026
Cumulative return · 12 months7.94%Back to comparison
Last month0.84%
Year to date4.61%
3 years26.84%
5 years27.17%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.06% | 1.06% |
| 10/2024 | 0.45% | 1.51% |
| 11/2024 | 1.52% | 3.06% |
| 12/2024 | 0.61% | 3.69% |
| 01/2025 | 0.92% | 4.64% |
| 02/2025 | 0.30% | 4.95% |
| 03/2025 | -1.34% | 3.55% |
| 04/2025 | 0.86% | 4.44% |
| 05/2025 | 1.41% | 5.91% |
| 06/2025 | 2.64% | 8.71% |
| 07/2025 | 0.61% | 9.37% |
| 08/2025 | 0.45% | 9.86% |
| 09/2025 | 1.27% | 11.26% |
| 10/2025 | 1.24% | 12.64% |
| 11/2025 | 0.14% | 12.79% |
| 12/2025 | 0.50% | 13.36% |
| 01/2026 | 1.37% | 14.91% |
| 02/2026 | 0.19% | 15.13% |
| 03/2026 | -1.65% | 13.23% |
| 04/2026 | 2.77% | 16.37% |
| 05/2026 | 2.22% | 18.95% |
| 06/2026 | -0.27% | 18.63% |
| 07/2026 | -0.87% | 17.60% |
| 08/2026 | 0.84% | 18.58% |
Calendar-year returns
20249.02%
20259.33%
Investment exposure
- Equity exposure
- 23.96%
- Overseas exposure
- 14.10%
- Foreign currency exposure
- 7.96%
— 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.