קופת גמל להשקעה
מגדל גמל להשקעה מסלול אשראי ואג"ח
Returns, performance and investment exposure
Fund / track number 14944 · Data as of 08/2026
Cumulative return · 12 months5.15%Back to comparison
Last month0.43%
Year to date2.88%
3 years—
5 years—
Performance over time
Monthly compounded returns over the last 24 months
Full monthly data
| Reporting month | Monthly return | Cumulative return |
|---|---|---|
| 09/2024 | 0.66% | 0.66% |
| 10/2024 | 0.19% | 0.85% |
| 11/2024 | 0.84% | 1.70% |
| 12/2024 | 0.67% | 2.38% |
| 01/2025 | 0.21% | 2.59% |
| 02/2025 | 0.74% | 3.35% |
| 03/2025 | 0.02% | 3.37% |
| 04/2025 | 0.83% | 4.23% |
| 05/2025 | -0.19% | 4.03% |
| 06/2025 | 1.49% | 5.58% |
| 07/2025 | 0.20% | 5.80% |
| 08/2025 | 0.73% | 6.57% |
| 09/2025 | 0.70% | 7.31% |
| 10/2025 | 0.84% | 8.22% |
| 11/2025 | 0.41% | 8.66% |
| 12/2025 | 0.24% | 8.92% |
| 01/2026 | 0.52% | 9.49% |
| 02/2026 | 0.18% | 9.68% |
| 03/2026 | -0.75% | 8.86% |
| 04/2026 | 1.01% | 9.96% |
| 05/2026 | 1.20% | 11.28% |
| 06/2026 | 0.53% | 11.87% |
| 07/2026 | -0.26% | 11.58% |
| 08/2026 | 0.43% | 12.06% |
Calendar-year returns
2024—
20256.39%
Investment exposure
- Equity exposure
- 5.02%
- Overseas exposure
- 19.14%
- Foreign currency exposure
- 5.89%
— 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.