קופת גמל להשקעה

הנדסאים קופה להשקעה - מסלול אשראי ואג"ח

Returns, performance and investment exposure

Fund / track number 14029 · Data as of 08/2026

Cumulative return · 12 months7.10%Back to comparison
Last month0.77%
Year to date3.92%
3 years20.86%
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20240.72%0.72%
10/20240.28%1.00%
11/20241.60%2.62%
12/20240.49%3.12%
01/20250.52%3.66%
02/20250.68%4.36%
03/2025-1.23%3.08%
04/20250.88%3.99%
05/20250.66%4.67%
06/20252.32%7.10%
07/2025-0.21%6.88%
08/20250.90%7.84%
09/20251.05%8.97%
10/20251.19%10.27%
11/20250.29%10.59%
12/20250.50%11.14%
01/20261.14%12.41%
02/20260.07%12.48%
03/2026-1.63%10.65%
04/20261.99%12.85%
05/20262.02%15.13%
06/20260.08%15.22%
07/2026-0.53%14.61%
08/20260.77%15.50%

Calendar-year returns

20246.83%
20257.78%

Investment exposure

Equity exposure
15.79%
Overseas exposure
14.74%
Foreign currency exposure
6.32%

— 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.