קופת גמל להשקעה

עמ"י קופת גמל להשקעה מסלול מניות

Returns, performance and investment exposure

Fund / track number 14079 · Data as of 08/2026

Cumulative return · 12 months19.45%Back to comparison
Last month1.95%
Year to date9.23%
3 years68.55%
5 years—

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20242.47%2.47%
10/20241.25%3.75%
11/20243.66%7.55%
12/20240.95%8.57%
01/20252.16%10.92%
02/2025-0.44%10.43%
03/2025-4.32%5.66%
04/20250.86%6.57%
05/20255.41%12.33%
06/20255.82%18.87%
07/20252.47%21.80%
08/20250.55%22.47%
09/20253.27%26.48%
10/20252.39%29.50%
11/20251.39%31.30%
12/20252.00%33.93%
01/20263.86%39.10%
02/20261.20%40.77%
03/2026-4.65%34.22%
04/20267.36%44.10%
05/20262.75%48.06%
06/2026-2.44%44.45%
07/2026-0.66%43.50%
08/20261.95%46.29%

Calendar-year returns

202422.97%
202523.36%

Investment exposure

Equity exposure
98.08%
Overseas exposure
62.62%
Foreign currency exposure
27.48%

— 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.