קופת גמל להשקעה

מור גמל להשקעה -אשראי ואג"ח עם מניות (עד 25% מניות)

Returns, performance and investment exposure

Fund / track number 12955 · Data as of 08/2026

Cumulative return · 12 months7.08%Back to comparison
Last month0.53%
Year to date4.42%
3 years26.94%
5 years31.32%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.52%1.52%
10/20240.15%1.67%
11/20241.30%2.99%
12/20240.45%3.46%
01/20250.91%4.40%
02/20250.43%4.85%
03/20250.25%5.11%
04/20250.84%5.99%
05/20250.95%7.00%
06/20251.43%8.53%
07/20250.73%9.32%
08/20250.71%10.10%
09/20251.04%11.24%
10/20250.63%11.94%
11/20250.65%12.67%
12/20250.21%12.91%
01/20261.01%14.05%
02/20260.67%14.81%
03/2026-0.79%13.91%
04/20261.66%15.80%
05/20260.79%16.71%
06/20260.27%17.03%
07/20260.21%17.27%
08/20260.53%17.89%

Calendar-year returns

20249.60%
20259.14%

Investment exposure

Equity exposure
27.03%
Overseas exposure
33.31%
Foreign currency exposure
18.54%

— 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.