קופת גמל להשקעה
עמ"י קופת גמל להשקעה מסלול אשראי ואג"ח עד 25% מניות
Returns, performance and investment exposure
Fund / track number 14078 · Data as of 08/2026
Cumulative return · 12 months7.45%Back to comparison
Last month0.71%
Year to date3.87%
3 years24.25%
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.99% | 0.99% |
| 10/2024 | 0.45% | 1.44% |
| 11/2024 | 1.59% | 3.06% |
| 12/2024 | 0.77% | 3.85% |
| 01/2025 | 0.47% | 4.34% |
| 02/2025 | 0.36% | 4.71% |
| 03/2025 | -1.26% | 3.40% |
| 04/2025 | 0.60% | 4.02% |
| 05/2025 | 1.18% | 5.24% |
| 06/2025 | 2.18% | 7.54% |
| 07/2025 | 0.86% | 8.46% |
| 08/2025 | 0.54% | 9.05% |
| 09/2025 | 1.18% | 10.33% |
| 10/2025 | 1.19% | 11.65% |
| 11/2025 | 0.42% | 12.12% |
| 12/2025 | 0.61% | 12.80% |
| 01/2026 | 0.86% | 13.77% |
| 02/2026 | 0.16% | 13.95% |
| 03/2026 | -1.48% | 12.27% |
| 04/2026 | 2.17% | 14.70% |
| 05/2026 | 1.40% | 16.31% |
| 06/2026 | 0.13% | 16.46% |
| 07/2026 | -0.10% | 16.34% |
| 08/2026 | 0.71% | 17.17% |
Calendar-year returns
20248.15%
20258.62%
Investment exposure
- Equity exposure
- 23.57%
- Overseas exposure
- 13.88%
- Foreign currency exposure
- 13.22%
— 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.