קופת גמל להשקעה

עמ"י קופת גמל להשקעה- מסלול כללי

Returns, performance and investment exposure

Fund / track number 14077 · Data as of 08/2026

Cumulative return · 12 months11.46%Back to comparison
Last month0.91%
Year to date5.82%
3 years39.47%
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20241.59%1.59%
10/20240.61%2.21%
11/20242.20%4.46%
12/20240.79%5.28%
01/20251.11%6.45%
02/2025-0.26%6.18%
03/2025-1.78%4.29%
04/20250.97%5.30%
05/20252.34%7.76%
06/20253.50%11.53%
07/20251.08%12.74%
08/20250.65%13.47%
09/20252.02%15.76%
10/20251.50%17.50%
11/20250.64%18.25%
12/20251.07%19.52%
01/20261.99%21.89%
02/20260.57%22.59%
03/2026-2.54%19.48%
04/20264.07%24.34%
05/20262.01%26.84%
06/2026-0.82%25.80%
07/2026-0.37%25.33%
08/20260.91%26.47%

Calendar-year returns

202413.44%
202513.52%

Investment exposure

Equity exposure
50.89%
Overseas exposure
33.14%
Foreign currency exposure
19.27%

— 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.

Free initial review

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.