תגמולים ואישית לפיצויים

אלפא מור קופת גמל לחיסכון, קופת גמל לתגמולים וקופת גמל אישית לפיצויים - לבני 60 ומעלה

Returns, performance and investment exposure

Fund / track number 12534 · Data as of 08/2026

Cumulative return · 12 months8.58%Back to comparison
Last month1.13%
Year to date5.61%
3 years27.46%
5 years34.43%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.34%1.34%
10/20240.18%1.52%
11/20240.99%2.53%
12/20240.51%3.05%
01/20250.77%3.84%
02/20250.39%4.25%
03/20250.07%4.32%
04/20250.68%5.03%
05/20251.01%6.09%
06/20251.55%7.74%
07/20250.69%8.48%
08/20250.70%9.24%
09/20251.20%10.55%
10/20250.63%11.25%
11/20250.74%12.07%
12/20250.22%12.32%
01/20261.22%13.69%
02/20260.76%14.55%
03/2026-1.09%13.30%
04/20262.19%15.78%
05/20261.10%17.06%
06/20260.06%17.13%
07/20260.14%17.29%
08/20261.13%18.62%

Calendar-year returns

20249.45%
20258.99%

Investment exposure

Equity exposure
33.02%
Overseas exposure
40.22%
Foreign currency exposure
15.42%

— 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.