קופת גמל להשקעה
מחוג חיסכון פלוס כללי
Returns, performance and investment exposure
Fund / track number 13711 · Data as of 08/2026
Cumulative return · 12 months10.79%Back to comparison
Last month1.12%
Year to date5.39%
3 years37.40%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 1.96% | 1.96% |
| 10/2024 | -0.05% | 1.91% |
| 11/2024 | 1.99% | 3.94% |
| 12/2024 | 0.19% | 4.13% |
| 01/2025 | 1.38% | 5.57% |
| 02/2025 | -0.28% | 5.28% |
| 03/2025 | -1.35% | 3.85% |
| 04/2025 | 0.51% | 4.38% |
| 05/2025 | 2.25% | 6.73% |
| 06/2025 | 2.75% | 9.67% |
| 07/2025 | 1.35% | 11.15% |
| 08/2025 | 0.91% | 12.16% |
| 09/2025 | 1.92% | 14.31% |
| 10/2025 | 1.66% | 16.21% |
| 11/2025 | 0.77% | 17.11% |
| 12/2025 | 0.69% | 17.91% |
| 01/2026 | 1.70% | 19.92% |
| 02/2026 | 0.62% | 20.66% |
| 03/2026 | -2.54% | 17.60% |
| 04/2026 | 3.96% | 22.25% |
| 05/2026 | 1.75% | 24.39% |
| 06/2026 | -1.22% | 22.88% |
| 07/2026 | 0.01% | 22.89% |
| 08/2026 | 1.12% | 24.26% |
Calendar-year returns
202412.64%
202513.23%
Investment exposure
- Equity exposure
- 53.47%
- Overseas exposure
- 39.06%
- Foreign currency exposure
- 20.06%
— 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.