קופת גמל להשקעה

אינפיניטי גמל להשקעה הלכה

Returns, performance and investment exposure

Fund / track number 12540 · Data as of 08/2026

Cumulative return · 12 months9.97%Back to comparison
Last month1.46%
Year to date6.86%
3 years39.40%
5 years53.83%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20243.42%3.42%
10/2024-1.78%1.58%
11/20241.03%2.63%
12/2024-2.06%0.51%
01/20251.84%2.36%
02/2025-0.73%1.61%
03/2025-2.68%-1.11%
04/2025-0.58%-1.68%
05/20254.89%3.12%
06/20252.21%5.40%
07/20252.12%7.64%
08/20250.92%8.63%
09/20252.07%10.88%
10/20251.46%12.50%
11/2025-0.24%12.23%
12/2025-0.38%11.80%
01/2026-0.58%11.15%
02/20261.97%13.34%
03/2026-6.15%6.37%
04/20263.41%10.00%
05/20260.74%10.81%
06/20264.47%15.76%
07/20261.71%17.74%
08/20261.46%19.46%

Calendar-year returns

202416.01%
202511.23%

Investment exposure

Equity exposure
98.80%
Overseas exposure
139.47%
Foreign currency exposure
94.19%

— 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.