קרנות השתלמות

אינפיניטי השתלמות משולב סחיר

Returns, performance and investment exposure

Fund / track number 2254 · Data as of 08/2026

Cumulative return · 12 months27.14%Back to comparison
Last month1.54%
Year to date9.84%
3 years121.55%
5 years134.35%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20242.20%2.20%
10/20245.28%7.60%
11/20245.44%13.45%
12/20245.57%19.77%
01/20253.48%23.94%
02/20252.72%27.31%
03/2025-5.03%20.90%
04/20254.35%26.16%
05/20256.18%33.96%
06/202511.58%49.47%
07/20252.00%52.46%
08/20250.35%53.00%
09/20253.68%58.63%
10/20253.42%64.05%
11/20252.86%68.74%
12/20254.95%77.10%
01/20267.63%90.61%
02/20261.33%93.14%
03/2026-1.47%90.30%
04/20268.37%106.23%
05/20263.20%112.83%
06/2026-9.82%91.93%
07/2026-0.19%91.57%
08/20261.54%94.52%

Calendar-year returns

202433.22%
202547.87%

Investment exposure

Equity exposure
98.53%
Overseas exposure
3.33%
Foreign currency exposure
0.04%

— 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.