קרנות השתלמות
אינפיניטי השתלמות כללי
Returns, performance and investment exposure
Fund / track number 13229 · Data as of 08/2026
Cumulative return · 12 months13.53%Back to comparison
Last month1.47%
Year to date6.96%
3 years43.48%
5 years51.45%
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.31% | 1.31% |
| 10/2024 | 0.83% | 2.15% |
| 11/2024 | 2.28% | 4.48% |
| 12/2024 | 0.92% | 5.44% |
| 01/2025 | 1.22% | 6.73% |
| 02/2025 | -0.12% | 6.60% |
| 03/2025 | -2.44% | 4.00% |
| 04/2025 | 1.01% | 5.05% |
| 05/2025 | 2.95% | 8.15% |
| 06/2025 | 4.09% | 12.57% |
| 07/2025 | 1.26% | 13.99% |
| 08/2025 | 0.56% | 14.63% |
| 09/2025 | 2.16% | 17.10% |
| 10/2025 | 1.68% | 19.07% |
| 11/2025 | 0.88% | 20.12% |
| 12/2025 | 1.29% | 21.67% |
| 01/2026 | 2.10% | 24.22% |
| 02/2026 | 0.60% | 24.97% |
| 03/2026 | -2.03% | 22.43% |
| 04/2026 | 4.30% | 27.70% |
| 05/2026 | 2.62% | 31.04% |
| 06/2026 | -1.59% | 28.96% |
| 07/2026 | -0.55% | 28.25% |
| 08/2026 | 1.47% | 30.13% |
Calendar-year returns
202414.28%
202515.39%
Investment exposure
- Equity exposure
- 48.97%
- Overseas exposure
- 30.77%
- Foreign currency exposure
- 18.40%
— 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.